The Daley Note: May 26, 2023
What might the market be missing in the ONEOK (OKE) and Magellan Midstream (MMP) combination? The $18.8B...
The Daley Note: May 25, 2023
Investors are struggling to grasp the strategic logic of ONEOK’s (OKE) acquisition of Magellan Midstream...
The Daley Note: May 24, 2023
ONEOK’s (OKE) plan to buy Magellan Midstream Partners (MMP) has gone down like a lead balloon with investors....
The Daley Note: May 19, 2023
Kinetik (KNTK) will likely begin marketing its 16% share in Gulf Coast Express Pipeline (GCX) this quarter,...
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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.”
“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.”
“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.”
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