The Daley Note (25)

$26B Endeavor Buyout Signals Slower Growth in Midland

Posted by: East Daley Analytics

Comments: 0

Diamondback Energy (FANG) will merge with Endeavor Energy Resources in a $26B cash-and-stock deal. The buyout of Endeavor, one of the fastest growing ...

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20 Feb

Is Matador Ready for a Bull Run?

Posted by: East Daley Analytics

Comments: 0

Judging by midstream data, East Daley Analytics expects Matador Resources (MTDR) to report robust gas production growth Q-o-Q in its upcoming 4Q23 ...

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16 Feb

Western Haynesville Play Yields Monster Gas Wells

Posted by: East Daley Analytics

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New exploratory drilling in the Western Haynesville play is yielding monster natural gas wells with initial production (IP) rates well above the ...

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15 Feb

Pipe Outlook Brightens After Bridging Contract Cliff

Posted by: East Daley Analytics

Comments: 0

East Daley Analytics raised our outlook for Midcontinent Express Pipeline (MEP) after the pipeline successfully resigned capacity under short-term ...

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14 Feb

LPG Export Surge Pushes Docks to the Limit

Posted by: East Daley Analytics

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East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...

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13 Feb

Slide, Slide, Slippety Slide: Mild Winter Sends Gas on a Fantastic Voyage

Posted by: East Daley Analytics

Comments: 0

Natural gas prices have fallen below the $2/MMBtu mark through the spring of 2024 as balmy temperatures and steady production growth create ...

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9 Feb

New Fields Grow Gulf of Mexico Production in 2024

Posted by: East Daley Analytics

Comments: 0

Several new deepwater projects are planning to start up this year and contribute to higher production from the Gulf of Mexico (GoM).

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8 Feb

KMI Starts Markham Expansion, Adding to Storage Momentum

Posted by: East Daley Analytics

Comments: 0

Kinder Morgan (KMI) has started partial service on an expansion of the Markham gas storage facility on the Texas Gulf Coast. The announcement ...

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7 Feb

A New NGL Contender Enters the Ring

Posted by: East Daley Analytics

Comments: 0

MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...

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6 Feb

Bill Coming Due for Refiners as TMX Nears Completion

Posted by: East Daley Analytics

Comments: 0

As the Trans Mountain Pipeline Expansion (TMX) moves closer to start-up, the cost to US refiners and midstream operators is coming into sharper view. ...

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