The Daley Note | Natural Gas (19)

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

Posted by: East Daley Analytics

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...

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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

Posted by: East Daley Analytics

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...

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23 Jan

Winter Storm Bites into Gas Production, Storage

Posted by: East Daley Analytics

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...

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19 Jan

LNG Closure Creates Reliability Risk in New England

Posted by: East Daley Analytics

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With bitter temperatures blanketing the US, the Everett LNG import terminal is helping New England residents stay warm and keep the lights on this ...

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18 Jan

The Case for Upside from a CHK–SWN Combo

Posted by: East Daley Analytics

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...

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17 Jan

Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

Posted by: East Daley Analytics

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...

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11 Jan

Williams Deal Spotlights Value of Gas Storage

Posted by: East Daley Analytics

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Williams (WMB) is acquiring six storage facilities on the Gulf Coast, an asset class East Daley Analytics expects to grow in value as LNG exports ...

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10 Jan

Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase

Posted by: East Daley Analytics

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A unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the Japanese firm a larger foothold in the ...

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9 Jan

New Pipes Set Stage for Eagle Ford Growth

Posted by: East Daley Analytics

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Howard Energy Partners and Kinder Morgan (KMI) recently completed two pipeline projects that add 2 Bcf/d of takeaway from the Eagle Ford, setting the ...

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2 Jan

Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway

Posted by: East Daley Analytics

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Best of 2023: The Daley Note: June 21, 2023. On paper, the massive Mountain Valley Pipeline (MVP) has the potential to open new markets for Marcellus ...

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