East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (10)

11 Jun

TRP Shareholders Approve South Bow Spinoff

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On June 4, TC Energy (TRP) shareholders voted in favor of spinning off the company’s Liquids Pipelines segment into South Bow Corp. South Bow will ...
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6 Jun

After Marathon Deal, Conoco has Bakken in Crosshairs

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ConocoPhillips (COP) will acquire Marathon Oil (MRO) for $17.1B, creating a ‘super-independent’ with operations across leading US basins. COP said it ...
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5 Jun

Data Center Demand: Pipe Dream or Pot of Gold for Gas?

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Natural gas demand growth appears to be a real phenomenon to power new data centers, with high potential for wider adoption of gas for the technology ...
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31 May

Phillips 66 Expands Reach in Midland with Pinnacle Buy

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Phillips 66 (PSX) will acquire Pinnacle Midstream for $550MM in cash, advancing the company’s goal to expand into the Permian G&P business. PSX ...
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30 May

Golden Pass Contractor Files for Chapter 11, Raising Concerns of a Longer Delay

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The lead contractor for Golden Pass LNG has filed for bankruptcy protection, creating risk of a potentially extended delay for the LNG project owned ...
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29 May

Is EQT Back? Jump in Northeast Samples Points to Return

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Leading gas producer EQT appears to be restoring ~1 Bcf/d of production the operator first shuttered back in February. We expect the development to ...
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22 May

M&A Exerts a Gravity on Permian Rig Counts

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Like a force of gravity, upstream dealmaking is steadily pulling rig counts lower in the Permian Basin. Drilling activity is well below recent highs ...
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21 May

Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

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SilverBow Resources (SBOW) has reached a deal to be acquired by Crescent Energy (CRGY), creating a leading producer in South Texas. The agreement ...
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17 May

Gas Constraints Could Limit Bakken Oil Growth

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Gas pipelines out of North Dakota's Williston Basin are filling up, to the point where growth in crude oil production could become constrained.
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16 May

Price Curve Misses Ethane Export Surge

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Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the forward price curve. Most ethane ...
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