The Daley Note: March 28, 2023
Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that appears...
The Daley Note: March 23, 2023
Oil producers in Western Canada must continue waiting before a pipeline expansion to the Pacific Coast...
The Daley Note: March 22, 2023
Public and private producers are parting ways on investments in the Permian Basin in 2023, with public...
The Daley Note: March 21, 2023
The Mountain Valley Pipeline (MVP) could still begin service by year-end 2023 after scoring an important new...
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At East Daley, while our origins are in the commodities world, we are anything but an equity shop. We’re a team of problem solvers – 10 analysts, certified financial advisors – with an unending curiosity about why things happen in the energy markets. We don’t just give you high level insights. We go deep, right down the the rig itself.
“Volumes have jumped on the pipeline," Van Everen told Energy Intelligence. And while the basis between Opal and Malin remains narrow, short-term interruptible rates have recently reached 40¢/Mcf, which is 10¢/Mcf above East Daley’s “premium case" from which it calculated a net present value for Ruby of $370 million.”
Energy Intelligence
“Frigid temperatures prompted a big draw from U.S. natural-gas stockpiles and frozen wells in North Dakota and Oklahoma. At its peak, the storm took nearly 21% of U.S. gas supply offline, according to East Daley Analytics, a gas consulting firm.”
The Wall Street Journal
“We’re forecasting a pretty big increase in production, especially because of associated gas from the Permian, as well as increased drilling in the Ark-La-Tex. The theme here is short-term pain, but long-term gain.”
HART Energy
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