The Daley Note (22)

For Canada, TMX is a License to Fill

Posted by: East Daley Analytics

Comments: 0

Unshackled at last, producers in Western Canada plan to raise crude oil output in anticipation of the new Trans Mountain Pipeline expansion (TMX). In ...

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10 Apr

Silverbow Board Battle Could Move South Texas Outlook

Posted by: East Daley Analytics

Comments: 0

A board battle underway between SilverBow Resources (SBOW) and Kimmeridge Texas Gas (KTG) could impact the production outlook for South Texas, ...

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9 Apr

FTC Request Delays CHK-SWN Merger

Posted by: East Daley Analytics

Comments: 0

Chesapeake Energy (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P ‘super-merger’ following a request from the ...

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5 Apr

A Dark Horse for NGL Upside in 2024

Posted by: East Daley Analytics

Comments: 0

The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...

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4 Apr

Bakken Takeaway is Tighter Than You Think

Posted by: East Daley Analytics

Comments: 0

Crude oil pipeline takeaway out of the Williston Basin is much tighter than it appears at first glance. As Bakken oil production continues to grow, ...

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3 Apr

ET Spat Sweeps the LEG Project Off Schedule

Posted by: East Daley Analytics

Comments: 0

Williams (WMB) has postponed the in-service date for the Louisiana Energy Gateway (LEG) pipeline amid a legal dispute with Energy Transfer (ET). The ...

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2 Apr

The Second Coming of GC Fractionator

Posted by: East Daley Analytics

Comments: 0

A frac is risen in southeastern Texas. The imminent restart of Gulf Coast Fractionator (GCF) says a lot about the state of NGL markets and a fairly ...

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28 Mar