East Daley Analytics – Dissecting the Energy Value Chain

Posts about Equity

PAA Sells NGL Assets for $3.75B. Who's Next for the All American Team?

Posted by: Gage Dwan
Comments: 0
Plains All American (PAA) will inject ~$3.0B of net proceeds into its war chest following the sale of its Canadian NGL assets to Keyera (KEY.TO) for ...
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ONEOK Buying Spree Continues with Delaware JV Acquisition

Posted by: London Spivey
Comments: 0
Busy bee ONEOK (OKE) remains on the hunt for midstream assets. After closing two multi-billion-dollar deals early in 2025, OKE is acquiring the ...
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EPD Refused License to Export Ethane. What is the Risk to Midstream?

Posted by: Julian Renton
Comments: 0
Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and Security ...
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Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson
Comments: 0
Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is focused on ...
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All Aboard the Power Express: Next Big Transco Project Targets Data Centers

Posted by: Zach Krause
Comments: 0
Williams (WMB) rolled out its next big expansion, the Power Express project on the Transcontinental Gas Pipe Line (Transco), in the company’s 1Q25 ...
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What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale

Posted by: Rob Wilson
Comments: 0
Devon Energy (DVN) has agreed to sell its 12.5% equity interest in Matterhorn Express Pipeline for $375MM, placing a marker on the value of the ...
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What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta
Comments: 0
Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...
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Why This Keystone Spill is Different

Posted by: Trevor Morley
Comments: 0
The Keystone Pipeline suffered a rupture in early April, releasing 3,500 bbl of crude oil in North Dakota. The spill is far from the worst on ...
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Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause
Comments: 0
The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...
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Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming
Comments: 0
Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...
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