The Daley Note (26)

Producers Ink Deals for a Slice of LNG Profits

Posted by: East Daley Analytics

Comments: 0

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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20 Mar

EQT-Equitrans Merger Heralds Asset Sales Ahead

Posted by: East Daley Analytics

Comments: 0

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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19 Mar

Enbridge Solidifies Lead for Corpus Christi Exports

Posted by: East Daley Analytics

Comments: 0

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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15 Mar

TC Energy Sells Portland Pipe, Chips Away at Sales Goal

Posted by: East Daley Analytics

Comments: 0

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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14 Mar

The Channel That Never Sleeps

Posted by: East Daley Analytics

Comments: 0

The Houston Ship Channel (HSC) is working around the clock to keep liquefied petroleum gas (LPG) cargoes moving, thanks to a recent change in local ...

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13 Mar

The Houston–Midland Spread is Ready to Blow

Posted by: East Daley Analytics

Comments: 0

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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12 Mar

ETRN Volumes Fall as EQT Shuts 1 Bcf/d of Production

Posted by: East Daley Analytics

Comments: 0

Leading Appalachian producer EQT has shut-in ~1 Bcf/d of natural gas production in response to low prices. Equitrans Midstream (ETRN) is bearing the ...

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8 Mar

Canadian Supply Growth Pushes More Gas into US

Posted by: East Daley Analytics

Comments: 0

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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7 Mar