East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (8)

18 Jul

Devon is Latest to Deal as M&A Transforms Bakken

Posted by: Gage Dwan
Comments: 0
Double (H) The Volatility - Join us for our Crude Webinar today at 10 AM. Register here. Devon Energy (DVN) will acquire the Williston Basin assets ...
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17 Jul

The Countdown Begins to Matterhorn Start-up

Posted by: Oren Pilant
Comments: 0
East Daley Analytics is watching the Texas natural gas market closely for signs of activity from Matterhorn Express Pipeline. Whitewater Midstream ...
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16 Jul

M&A, Efficiencies Clip Wings of Permian Growth

Posted by: James Taylor
Comments: 0
Rig activity continues to decline in the Permian Basin, weighed down by consolidation and operators’ drive to control spending. Rig counts in the ...
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12 Jul

Beryl Barrels Through Texas, Leaves Lost Demand in Wake

Posted by: Jack Weixel
Comments: 0
Hurricane Beryl barreled ashore early Monday morning (July 8) south of Houston, causing widespread power outages and moderate flooding in ...
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11 Jul

A Hollow Victory After Court Strikes Down DOE’s LNG License Pause

Posted by: Oren Pilant
Comments: 0
A federal judge has struck down the Department of Energy’s ‘pause’ on new LNG project export licenses, scoring a big legal win for industry and LNG ...
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10 Jul

Midstream Takes a Selective Hit from Low Gas Prices

Posted by: Zach Krause
Comments: 0
A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...
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9 Jul

Uinta Railway Project Heads to Supreme Court

Comments: 0
The US Supreme Court has agreed to review a case over permitting of a proposed railroad project road out of the Uinta Basin. The proposal, the Uinta ...
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5 Jul

Record Ethane Production Bodes Well for 2Q24 Earnings

Comments: 0
Ethane was the top commodity performer in the latest monthly data from the EIA, and by a mile. Higher ethane recovery predicted earlier by East Daley ...
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3 Jul

Golden Pass LNG Isn’t Taking the Easy Route

Comments: 0
Golden Pass LNG owners QatarEnergy and ExxonMobil (XOM) have filed with a bankruptcy court to oust Zachry Holdings as the lead contractor for the ...
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2 Jul

ET Has Caught Up in the Permian G&P Race

Comments: 0
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
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