The Daley Note | Equity (6)

M&A in Permian: A Knife Fight for the NGL Barrel

Posted by: East Daley Analytics

Comments: 0

In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...

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21 Jun

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

Posted by: East Daley Analytics

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Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...

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18 Jun

Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project

Posted by: East Daley Analytics

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Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a close. The 2 ...

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11 Jun

TRP Shareholders Approve South Bow Spinoff

Posted by: East Daley Analytics

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On June 4, TC Energy (TRP) shareholders voted in favor of spinning off the company’s Liquids Pipelines segment into South Bow Corp. South Bow will ...

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4 Jun

ET Joins Permian M&A Frenzy with $3.25B Deal for West Texas Gas

Posted by: East Daley Analytics

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Energy Transfer (ET) has made a statement acquisition, reaching a deal to acquire West Texas Gas Midstream (WTG) for $3.25B ($2.45B in cash). WTG, ...

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31 May

Phillips 66 Expands Reach in Midland with Pinnacle Buy

Posted by: East Daley Analytics

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Phillips 66 (PSX) will acquire Pinnacle Midstream for $550MM in cash, advancing the company’s goal to expand into the Permian G&P business. PSX ...

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23 May

Coal Conversion Supports New Gas Demand

Posted by: East Daley Analytics

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Enbridge (ENB) plans to expand the Eastern Tennessee Natural Gas (ETNG) pipeline to meet new power generation demand in the Southeast region. The ...

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15 May

Kinetik Extends Reach in Delaware with Durango Midstream Purchase

Posted by: East Daley Analytics

Comments: 0

Kinetik (KNTK) will acquire Durango Midstream’s Permian Basin assets for $765MM in stock and cash, extending the company’s reach further north in the ...

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14 May

Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

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The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...

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26 Apr

Need a Permian Update? Targa Could Spill the Tea

Posted by: East Daley Analytics

Comments: 0

We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...

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Posts about Equity (6)

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

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