East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

Data Center Demand: Pipe Dream or Pot of Gold for Gas?

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Natural gas demand growth appears to be a real phenomenon to power new data centers, with high potential for wider adoption of gas for the technology ...
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ET Joins Permian M&A Frenzy with $3.25B Deal for West Texas Gas

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Energy Transfer (ET) has made a statement acquisition, reaching a deal to acquire West Texas Gas Midstream (WTG) for $3.25B ($2.45B in cash). WTG, ...
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Phillips 66 Expands Reach in Midland with Pinnacle Buy

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Phillips 66 (PSX) will acquire Pinnacle Midstream for $550MM in cash, advancing the company’s goal to expand into the Permian G&P business. PSX ...
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Golden Pass Contractor Files for Chapter 11, Raising Concerns of a Longer Delay

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The lead contractor for Golden Pass LNG has filed for bankruptcy protection, creating risk of a potentially extended delay for the LNG project owned ...
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Is EQT Back? Jump in Northeast Samples Points to Return

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Leading gas producer EQT appears to be restoring ~1 Bcf/d of production the operator first shuttered back in February. We expect the development to ...
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Start of TMX Raises the Ante for a Sour Barrel

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The much-anticipated start of the Trans Mountain expansion (TMX) became a reality on May 1, adding 590 Mb/d of egress capacity from Western Canada. ...
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Coal Conversion Supports New Gas Demand

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Enbridge (ENB) plans to expand the Eastern Tennessee Natural Gas (ETNG) pipeline to meet new power generation demand in the Southeast region. The ...
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M&A Exerts a Gravity on Permian Rig Counts

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Like a force of gravity, upstream dealmaking is steadily pulling rig counts lower in the Permian Basin. Drilling activity is well below recent highs ...
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Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

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SilverBow Resources (SBOW) has reached a deal to be acquired by Crescent Energy (CRGY), creating a leading producer in South Texas. The agreement ...
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Gas Constraints Could Limit Bakken Oil Growth

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Gas pipelines out of North Dakota's Williston Basin are filling up, to the point where growth in crude oil production could become constrained.
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