East Daley Analytics – Dissecting the Energy Value Chain

Posts about ArkLaTex (4)

Winter Storm Bites into Gas Production, Storage

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...
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The Case for Upside from a CHK–SWN Combo

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...
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Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
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Williams Deal Spotlights Value of Gas Storage

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Williams (WMB) is acquiring six storage facilities on the Gulf Coast, an asset class East Daley Analytics expects to grow in value as LNG exports ...
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Tokyo Gas Expands in Haynesville with $2.7B Rockcliff Purchase

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A unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the Japanese firm a larger foothold in the ...
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The Haynesville is Bigger in Texas

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East Daley Analytics breaks out the ArkLaTex Basin covering Haynesville shale development into two geographic regions: the Louisiana Haynesville, and ...
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Comstock Gives a Reason to be Bullish on Haynesville

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The Daley Note: November 20, 2023
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Haynesville Producers Dial Up Supply

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The Daley Note: November 17, 2023
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DTM LEAPs Ahead in Haynesville

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The Daley Note: October 31, 2023
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Star Performer May Burn Out for KMI, ET

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The Daley Note: October 25, 2023
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