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The Daley Note 10/05/2020

The Daley Note 10/05/2020

• The CVX-NBL merger closure and midstream implications.
• TC Energy’s offer for TC Pipelines and the rate-risk nuances.
• The OAS bankruptcy and implications for OMP and other midstreamers.
• The outlook for Tropical Storms Delta and Gamma.
• The cumulative impact of storms to GoM production.
• Corporate news.
• Industry news.
• E&P 3Q2020 Earnings Calendar.
• Midstream 3Q2020 Earnings Calendar.
• Key Energy Indicators – Commodities, Spreads, Indices & Rates.
• NoAm Midstream Universe prices.
• Natural gas, crude oil, and natural gas liquids prices by location.