Pages 2020 Dirty Little Secrets 2020 Midstream Guidance Outlook Report 2020 Relentlessly Curious. Incredibly Detailed. Powerfully Actionable. 2021 Dirty Little Secrets 2021 Midstream Guidance Outlook Report Augment Your Intellectual Horsepower. Careers Commodity Insights Solution Company Dashboard Consensus Comparison Report Contact Us Today Crude Hub Report Product and Data Set Crude Trade Flows Data Set Data Distribution Dirty Little Secrets Webinar East Daley Capital: Canadian Company and Basin Coverage East Daley Capital: Dissecting operational risk across the energy value chain Capital Markets Solution Commodity Markets Solution Thank You East Daley: New FERC Guidance a Huge Win For Natural Gas Pipeline MLPs Events Past East Daley Webinars G&P Model Media and News East Daley in the News EDC Recent Releases No One Should Be Surprised By a Knowable Event Pipe Dreams: Parts 1 & 2 Request 2019 Guidance Outlook Request a Trial Request Commodity Insights Package Request Consensus Comparison Report Request Dirty Little Secrets Request Pipe Dreams: Parts 1 & 2 Request Righting a Wrong Resources for 1st Quarter 2020 Resources for 2nd Quarter 2020 Resources for 3rd Quarter 2020 Resources for 4th Quarter 2020 Righting a Wrong Sitemap Strong U.S. Oil and Natural Gas Production and Global Demand Underpin a Solid Midstream Outlook Heading into 2019 Thank you for subscribing to The Daley Note. The Daley Note The Midstream Edge Posts by category Category: Data Insights May 12, 2017 May 5, 2017 April 28, 2017 April 21, 2017 April 14, 2017 April 7, 2017 March 31, 2017 March 24, 2017 March 10, 2017 March 3, 2017 February 24, 2017 February 17, 2017 February 10, 2017 February 3, 2017 January 20, 2017 January 6, 2017 December 30, 2016 December 16, 2016 December 9, 2016 November 30, 3016 November 18, 2016 November 11, 2016 November 4, 2016 October 28, 2016 Quarterly Insights: October 18, 2016 October 7, 2016 September 30, 2016 September 23, 2016 September 16, 2016 September 9, 2016 September 2, 2016 August 26, 2016 August 19, 2016 Category: Featured News Rover’s Rapid Progress Has Analysts Watching For Producer Ramp-Up RBN Energy: Dirty Little Secrets – Why Vertically Integrated Midstream Companies Hold an Edge Midstream Business Cover Story: Private Equity’s Growing Role The Surge: Hit Them With Your Best Show, Rice Rice Baby & More Oil & Gas Financial Journal: Midstream Assets in the Permian – Close Doesn’t Count The Surge: OOOOOklahoma, King Coal & More! The Surge: Checking In On The Haynesville, Bears in the Bakken & More RBN Energy: Home Sweet Oklahoma: Enable Midstream – In the Middle of STACK/SCOOP Midstream Business: Ethane Recovery Upside: Comparing ONEOK and Targa Midstream Business: Analysts: Worst Of Energy Bankruptcies In Rear-view Mirror Category: News Renewed Chesapeake Staying True to Gassy Roots, for Now Mountain Valley Delay Into 2022 Now Appears Inevitable Dakota Access Shutdown Could Boost Kinder Morgan, Enbridge, NuStar Revenues U.S. Drillers Add Gas Rigs, Hold Oil Rigs Steady this Week: Baker Hughes Oil Flat as Weaker Dollar Offsets Coronavirus Demand Worries Texas Storm Fallout Festers in Petrochemical, NGL Sectors Midstream Contends With A Producer Bankruptcy Wave Canadian Pacific-KC Southern deal likely adds market share, not more crude by rail Well Freeze-Off Prevention: Not One Size Fits All Natural Gas Flows from Texas to Mexico Taking Hit, but Worst Appears to be Over Coal Poised to Regain Some Market Share from Natural Gas Chevron offers to buy out pipeline operator Noble Midstream Q4 US Oil Earnings Likely to Focus on Recovery, Biden Transition U.S. Midstream Possibly Normalizing in 2021, but Overbuild Still Major Problem, Say Experts New, Old Headwinds Spell Difficult 2021 for Gas Trump Push Won’t Get Pipelines to Finish Line The 2021 Midstream Outlook Williams-Chesapeake Pact Bodes Well for Struggling Gas Industry Indigenous group to invest in Keystone XL as Biden set to determine pipeline fate Expert: Oil and Gas Has Georgia on its Mind Biden Presidency Imperils Key Oil Pipelines MVP Completion Target Delayed Again as Costs Rise New Kind Consolidation Vital to E&Ps’ Survival TC Energy continues to push Keystone XL in shadow of potential Biden administration Canadian Gas Ready to Fill US Supply Gap US ELECTIONS: Crude midstream sector eyes pending projects ahead of Q3 results U.S. pipeline companies hit by weak demand offer enticements to keep shippers EQT, Equitrans ‘Partnership’ Devolves Into Street Fight America’s Top Oil Field Was Desperate for Pipelines. Now It Has Too Many. Permian Basin Project Delays, Cancellations Pile Up UPDATE 4-Enterprise Abandons Texas Pipeline Project as Oil Prices Remain Weak Q&A: How Ethan Bellamy Found His Way Back to Oil and Gas U.S. Energy Firms Tally Hurricane Damage, Plot Restarts as Laura Races North ExxonMobil, Enterprise Still Adding to Massive Permian Crude Pipeline Glut The Drilldown: Trump Administration OKs Drilling of Untouched Arctic Refuge LNG Developers Cast Wary Eye on U.S. Pipeline Woes as Second Wave Projects Advance US Midstream Gas Sector Looks for Signs of Market Improvement after Pullback Dakota Access Pipeline Shutdown Halted but Environmental Permit Still Withdrawn Appeals Court Allows Dakota Access Pipeline to Continue Operating Appalachian, Canadian E&Ps Vie for Prized Dawn Market A Note From East Daley’s Managing Director of Midstream Strategy, Ethan Bellamy U.S. Midstream Answers to Regulatory, Legal Challenges in Focus as 2Q Results Unfold Why Supreme Court Ruling is Good News for Mountain Valley Pipeline How Pipeline’s Cancellation Could Impact the Mountain Valley Pipeline Scrapped Pipeline Imperils Comeback for Biggest U.S. Gas Patch U.S. OKs Natural Gas Export Project Backed by Colorado Industry, but Hurdles Remain DAPL Ruling Is A Catalyst For Pipeline Constraints In U.S. Oil Market After Berkshire Deal, Pool of Large-Scale Midstream Investors Shrinks Party Like It Is 2002 – Berkshire Is Back For Midstream M&A Chesapeake Sues FERC Over Pipeline Contracts Chesapeake Asks to Cancel Pipeline Contracts, Sets Drilling Cuts Chesapeake Energy’s Bankruptcy Delivers Hit to Reeling Pipeline, Service Firms Northeast Pipes Struggle in Radically Altered Market Well Declines, COVID-19 Could Disrupt Gathering, Processing Tailwinds Coronavirus will Create New Opportunities in the Midstream Sector Flaring Persists Amid Gas Production Nosedive Midstream-focused Private Equity Firms ‘Open for Business’ Amid Oil Price Rout Colorado Oil Industry Takes Hit Sooner, Deeper than Other U.S. Oil Basins. Here’s Why. Low Oil Prices Lead to Widespread Shut-ins Across U.S., Impacting Midstream Financials More than 100 noncore midstream assets potentially up for grabs – East Daley Announcing the Recipients of the 2020 Titan 100 Permian on Track to ‘Massively’ Overbuild Gas Pipelines Upside In A Down Market: Northeast Gas Dynamics To Advantage Regional Midstream Companies No Quick Rebound in Sight for Colorado’s Oil, Gas Industry from Turmoil of Coronavirus Pandemic, Report Says Trump to Host Oil Meeting: Who’s Going and Why it Matters Denver-based Whiting Petroleum Files for Bankruptcy as Coronavirus Continues Making Economic Waves Hedges Take Center Stage as Oil-Price Collapse Upends Industry Plans in Colorado New East Daley Capital Report Reveals the Biggest Trends Impacting the Midstream Energy Sector in 2020 East Daley Releases Analysis on Geopolitical Risk Premiums and the Impact for U.S. Midstream Companies Water Strategies Scrutinized as E&Ps, Midstreamers Look to Capitalize on Management Texas Pipeline Overbuild Looms as Companies Rush to Add Permian Infrastructure Produced Water Volumes Expected to Reach Unprecedented Levels Creating Midstream Infrastructure Opportunities Through 2022 East Daley’s 2019 Dirty Little Secrets Annual Report Takes a Holistic Approach to Company Analysis by Identifying Where Midstream Growth Opportunities and Risks Exist East Daley’s Fourth Quarter Analysis Reports Upside Earnings’ Deviations Suggesting Opportunity for Midstream Investors in 2019 Rockies Oil JV Displays Kinder Morgan/Tallgrass Ties, Could Support Gas Revenues Market Fears Create Historic Opportunity for Investors in the Midstream Energy Sector U.S. Oil and Gas Midstream Sector Positioned for Strong Growth Amidst Growing Uncertainties in a Volatile Oil Market Strong U.S. Oil and Natural Gas Production and Global Demand Underpin a Solid Midstream Outlook Heading into 2019 Lack of New Oil and Gas Infrastructure in the U.S. Continues to Limit Upside For Many Midstream Companies Texas Oil Pipeline to Start in November, Easing Bottleneck Colorado’s Initiative 97 Creates an Uncertain Future for Oil and Gas Companies Oil and Gas Production Growth in the U.S. Will Continue to Propel Future Midstream Sector Earnings Permian Growth Continues to Fuel Earnings in the U.S. Oil and Gas Midstream Sector New FERC Guidance a Huge Win For Natural Gas Pipeline MLPs New Commodity Insights Package™ Now Available for the Permian, Marcellus-Utica, Bakken and Denver-Julesburg Crude Oil and Natural Gas Markets East Daley Named 2018 Colorado Companies to Watch Winner East Daley: Enterprise Products Partners Crushes Expectations, Exemplifies Health of the U.S. Oil and Gas Midstream Sector Press Release: U.S. Oil and Gas Midstream Sector To Grow By 14% in 2018, Propelled By Crude Oil Production Growth In the Permian Basin Press Release: Limited Takeaway Capacity to Plague Northeast Natural Gas Liquids Market Press Release: Market Mostly Overreacting To Recent FERC Tax Policies On Natural Gas Pipelines Press Release: Market Confused and Ignoring Facts In Relation To Recent FERC Tax Policies On Natural Gas Pipelines Press Release: MLPs in Oil and Gas Lose Tax Protection By Dramatic FERC Action, Stocks Get Pounded Press Release: New U.S. Tax Laws Increase Rate Case Risk On Natural Gas Pipelines Press Release: East Daley Analysis Indicates That the U.S. Oil and Gas Midstream Sector to Benefit Greatly From the Bakken, Denver Julesburg, Powder River and Haynesville Producing Regions in 2018 Press Release: East Daley Capital Releases “Dirty Little Secrets 2018” Oil and gas prices expected to rise more, but increases in supply will check growth East Daley: Opportunities Abound for Midstream Investors in 2018 Shale Gas Giants Battle for Dominance as U.S. Supplies Surge East Daley: U.S. Natural Gas Supply Far Outpaces Demand Signaling Major Price Correction Midstream Gains $1.9 Billion on Gas in the Mighty Marcellus, Utica The Day Has Arrived: The Marcellus is Overpiped Play Update: The Pennsylvania Pinch Press Release: Midstream Companies Soar as Producers Fight It Out in the Marcellus and Utica Chasing the Midstream Man More Rigs, Jobs Today; More Natural Gas Tomorrow Texas Adds 11 Rigs as Eagle Ford Gains Five Permian Again Leads Rig Gains, But Natural Gas Heavy Basins Climbing Too Press Release: East Daley Capital Advisors Adds Four Midstream Companies to Its Portfolio of Asset-Level Coverage Oil and Gas Investor: Report Reveals Midstream Investing Risk By Scrutinizing Operations, Financials Rigzone: A Primed Pump: Midstream Prepared for the Permian’s Pinch Point Press Release: East Daley Capital Introduces “Dirty Little Secrets” — A New Report on Midstream Energy Sector Risk RBN Energy: Dirty Little Secrets – Midstream Is On the Upswing, But Hidden Risks Remain Below the Surface Press Release: East Daley Capital Advisors Launches New Midstream Activity Tracker for Natural Gas Gathering and Processing Assets The Surge: A New Year, A New Outlook & More Natural Gas Intelligence: Deep in Unsecured Debt, Ultra Hanging On for #3 NatGas Oil and Gas Investor: Loss of SandPiper Could Help Bring Bakken Into Balance Midstream Business: Frac Spread: Lots of Little Things Impact NGL Movements Oil & Gas Financial Journal: Preventing catastrophic events with asset-level intelligence Seeking Alpha: Walking Tall – Tallgrass Steals 25% of Rockies Express Pipeline RBN Energy: Two Out of Four Ain’t Bad – A Spotlight Report on Energy Transfer Category: Newsletters/Emails The Daley Note 4/7/2021 The Daley Note 4/1/2021 The Daley Note 3/31/2021 The Daley Note 3/30/2021 The Daley Note 3/26/2021 The Daley Note 3/25/2021 The Daley Note 3/24/2021 The Daley Note 3/23/2021 The Daley Note 3/19/2021 The Daley Note 3/18/2021 The Daley Note 3/17/2021 The Daley Note 3/16/2021 The Daley Note 3/12/2021 The Daley Note 3/11/2021 The Daley Note 3/10/2021 The Daley Note 3/8/2021 The Daley Note 3/5/2021 The Daley Note 3/4/2021 The Daley Note 3/3/2021 The Daley Note 3/2/2021 The Daley Note 3/1/2021 The Daley Note 2/26/2021 The Daley Note 2/25/2021 The Daley Note 2/24/2021 The Daley Note 2/23/2021 The Daley Note 2/22/2021 The Daley Note 2/19/2021 The Daley Note 2/18/2021 The Daley Note 2/17/2021 The Daley Note 2/16/2021 The Daley Note 2/12/2021 The Daley Note 2/11/2021 The Daley Note 2/10/2021 The Daley Note 2/9/2021 The Daley Note 2/8/2021 The Daley Note 2/5/2021 The Daley Note 2/4/2021 The Daley Note 2/3/2021 The Daley Note 2/2/2021 The Daley Note 2/1/2021 The Daley Note 1/29/2021 The Daley Note 1/28/2021 The Daley Note 1/27/2021 The Daley Note 1/26/2021 The Daley Note 1/22/2021 The Daley Note 1/21/2021 The Daley Note 1/20/2021 The Daley Note 1/15/2021 The Daley Note 1/14/2021 The Daley Note 1/13/2021 The Daley Note 1/12/2021 The Daley Note 1/7/2021 The Daley Note 1/6/2021 The Daley Note 1/5/2021 The Daley Note 12/14/2020 The Daley Note 12/10/2020 The Daley Note 12/9/2020 The Daley Note 12/8/2020 The Daley Note 12/7/2020 The Daley Note 12/3/2020 The Daley Note 12/2/2020 The Daley Note 12/1/2020 The Daley Note 11/30/2020 The Daley Note 11/19/2020 The Daley Note 11/18/2020 The Daley Note 11/17/2020 The Daley Note 11/16/2020 The Daley Note 11/12/2020 The Daley Note 11/11/2020 The Daley Note 11/10/2020 The Daley Note 11/9/2020 The Daley Note 11/6/2020 The Daley Note 11/4/2020 The Daley Note 11/2/2020 The Daley Note 10/26/2020 The Daley Note 10/22/2020 The Daley Note 10/21/2020 The Daley Note 10/20/2020 The Daley Note 10/19/2020 The Daley Note 10/15/2020 The Daley Note 10/14/2020 The Daley Note 10/13/2020 The Daley Note 10/12/2020 The Daley Note 10/08/2020 The Daley Note 10/07/2020 The Daley Note 10/06/2020 The Daley Note 10/05/2020 The Daley Note 10/01/2020 Category: Past Events GPA Midstream Convention Energy Capital Conference 2017 Marcellus Utica Midstream Conference RBC Capital Markets MLP Conference 2016 Credit Suisse Global Credit Products Conference Deutsch Bank Webinar Credit Suisse Breakfast 2016 Tulsa MLP Conference Category: Press Release East Daley Capital Annual Report Uncovers 2021 Midstream Opportunities and Risks East Daley Integrates Midstream Data and Insights on the Bloomberg Terminal East Daley’s Midstream Asset Database Now Available on Amazon Web Services East Daley Launches Research Coverage of Canadian Midstream Energy Market East Daley Capital Hires Ethan Bellamy to Lead Midstream Energy Market Strategy East Daley Capital Launches New Solution to Channel Check Midstream Energy Companies East Daley Capital’s Advisory Services Sees Asset Sales Opening Up in the Midstream Market Category: Top News Popups DLS MGO Canada Notice
