Fundamentally Speaking: Navigating the Energy Value Chain

$5.6B EOG-Encino Deal Shines Spotlight on Northeast

Posted by: East Daley Analytics

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Exec Summary: Market Movers: EOG Resources (EOG) will acquire Encino Acquisition Partners for $5.6B, reflecting growing interest in Marcellus and ...

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10 Jun

ONEOK Beefs Up with $940MM Delaware Acquisition

Posted by: East Daley Analytics

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Exec Summary: Market Movers: ONEOK (OKE) acquired the remaining 49.9% interest in the Delaware Basin JV from NGP XI Midstream Holdings, LLC for ...

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3 Jun

EPD, ET Vulnerable from New NGL Export Restrictions

Posted by: East Daley Analytics

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Exec Summary: Market Movers: New restrictions on US ethane and butane exports to China create material risk for midstream operators. Rigs: Operators ...

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28 May

Wider Propane Spreads Likely to Boost ONEOK

Posted by: East Daley Analytics

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Exec Summary: Market Movers: ONEOK could see upside from wider Conway-Mont Belvieu propane spreads. Rigs: $60 oil prices and market volatility ...

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20 May

Kinetik Rides Post-Earnings Momentum

Posted by: East Daley Analytics

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Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary. Rigs: $60 oil prices are dragging ...

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13 May

Devon Sells 12.5% Matterhorn Stake, Setting Price for Newest Permian Pipe

Posted by: East Daley Analytics

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Executive Summary: Market Movers: Devon has sold its 12.5% equity interest in Matterhorn for $375MM, and more midstream companies are successfully ...

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6 May

This Constitution Will Need Amending

Posted by: East Daley Analytics

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Executive Summary: Market Movers: Despite support from President Trump, Williams’ Constitution Pipeline faces a challenging road ahead. Rigs: The US ...

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