The Daley Note: February 3, 2023
Targa Resources (TRGP) closed out 2022 on the low side of company guidance as a result of lower natural...
The Daley Note: February 2, 2023
West Coast natural gas prices could be nearing a relief point, as soon as federal regulators approve a...
The Daley Note: February 1, 2023
EnLink Midstream (ENLC) is poised to ride drilling and supply momentum on its Central Oklahoma (COK) G&P...
The Daley Note: January 31, 2023
December’s Arctic blast will likely dampen 4Q22 earnings for midstream company ONEOK (OKE), as gas volumes...
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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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