East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (15)

Silverbow Board Battle Could Move South Texas Outlook

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A board battle underway between SilverBow Resources (SBOW) and Kimmeridge Texas Gas (KTG) could impact the production outlook for South Texas, ...
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A Dark Horse for NGL Upside in 2024

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The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...
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ET Spat Sweeps the LEG Project Off Schedule

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Williams (WMB) has postponed the in-service date for the Louisiana Energy Gateway (LEG) pipeline amid a legal dispute with Energy Transfer (ET). The ...
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Is Mexico a Workaround for LPG Dock Constraint?

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Several market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.
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Kinetik Starts a Different Sort of Border Conflict

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Kinetik (KNTK) has started service on a new pipeline that extends the company’s West Texas G&P system into New Mexico, posing new competition for ...
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2024 is a Mullet Year in the Permian Basin

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Business in the front, party in the back – that’s how East Daley Analytics expects 2024 to unfold in the Permian Basin when new natural gas ...
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First Midstream Investment Starts in Ohio-Utica Shale

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DT Midstream (DTM) has started a new gathering pipeline ahead of schedule in the Ohio-Utica shale, the first major midstream investment serving the ...
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Producers Ink Deals for a Slice of LNG Profits

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US and Canadian producers are closing more natural gas supply deals tied to overseas fuel prices, potentially changing how LNG is commercialized in ...
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EQT-Equitrans Merger Heralds Asset Sales Ahead

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Leading US producer EQT will acquire Equitrans Midstream (ETRN) for $5.5B in stock. The merger will create a vertically integrated Northeast gas ...
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Enbridge Solidifies Lead for Corpus Christi Exports

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Enbridge (ENB) is solidifying its position as the leading service provider for crude oil exports from Corpus Christi. The company will expand its ...
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