East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note

Japan Takes a Shine to Shale as Mitsubishi Targets Aethon

Posted by: Oren Pilant
Comments: 0
Mitsubishi is in talks to acquire Aethon Energy Management, the largest private natural gas producer in the Haynesville, for roughly $8B, according ...
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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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Crude Realities for Permian Gas

Posted by: Oren Pilant
Comments: 0
After years of aggressive development, the Permian is entering a more tempered growth phase as producers recalibrate activity in response to lower ...
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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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Williams Plays Pipeline Politics in Northeast

Posted by: Zach Krause
Comments: 0
Long shelved by legal setbacks, the Constitution Pipeline and Northeast Supply Enhancement (NESE) projects have been thrust back into the spotlight ...
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Wanted: A Home for Suddenly Stranded Ethane

Posted by: Julian Renton
Comments: 0
As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced volumes.
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Plaquemines LNG Ramp Drives Southeast Volatility

Posted by: Oren Pilant
Comments: 0
East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d of demand pressure from Plaquemines LNG. ...
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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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EOG Puts Northeast in Spotlight with $5.6B Encino Deal

Posted by: Zach Krause
Comments: 0
On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in transactions in ...
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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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