East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (16)

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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TC Energy Sells Portland Pipe, Chips Away at Sales Goal

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TC Energy (TRP) has reached a deal to sell the Portland Natural Gas Transmission System (PNGTS) for US$1.14B, moving the company closer to its $3B ...
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The Houston–Midland Spread is Ready to Blow

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The crude oil price spread from Midland to the Magellan East Houston (MEH) market is primed to significantly widen later in 2024 and 2025, according ...
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Canadian Supply Growth Pushes More Gas into US

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Producers in Western Canada are expanding output ahead of the country’s first major LNG project, pushing more natural gas into the US and adding to a ...
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Chesapeake Puts 1 Bcf/d of Production on Hold

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Chesapeake Energy (CHK) will pull back on drilling and starting new wells in response to low natural gas prices. CHK is one of several producers ...
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CHK-SWN Merger Likely to See Antitrust Scrutiny

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The $17B merger between Chesapeake Energy (CHK) and Southwestern Energy (SWN) is still in the early innings in the view of East Daley Analytics, as ...
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WES Unloads Assets Amid Takeover Rumors

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Amid rumors that Occidental (OXY) may divest its company stake, Western Midstream (WES) has sold several non-core assets to buyers including ...
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Northeast E&Ps Lift Winter Supply, Contribute to Gas Glut

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Helped by a new pipeline expansion, Marcellus and Utica gas producers have ramped production to record levels this winter. The supply growth is ...
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Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake

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Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case previously ...
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ArkLaTex Samples Rise in February, Bucking Fall in Gas Prices

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East Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices. The gains could reflect ...
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