The Daley Note | Crude (6)

Enbridge Solidifies Lead for Corpus Christi Exports

Posted by: East Daley Analytics

Comments: 0

Enbridge (ENB) is solidifying its position as the leading service provider for crude oil exports from Corpus Christi. The company will expand its ...

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13 Mar

The Houston–Midland Spread is Ready to Blow

Posted by: East Daley Analytics

Comments: 0

The crude oil price spread from Midland to the Magellan East Houston (MEH) market is primed to significantly widen later in 2024 and 2025, according ...

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7 Mar

Chord, Enerplus Plan a Bakken Super-Merger

Posted by: East Daley Analytics

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Chord Energy (CHRD) and Enerplus (ERF) plan to merge in an $11B transaction, creating an E&P focused on Bakken oil development. Several midstream ...

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21 Feb

$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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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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6 Feb

Bill Coming Due for Refiners as TMX Nears Completion

Posted by: East Daley Analytics

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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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2 Feb

Permian Production Exits 2023 at a Record High

Posted by: East Daley Analytics

Comments: 0

Crude oil production from the Permian Basin exited 2023 at an all-time high of 6,115 Mb/d, according to East Daley Analytics’ forecast, punctuating a ...

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30 Jan

Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Posted by: East Daley Analytics

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Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will impact earnings and, potentially, future options for ...

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25 Jan

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

Posted by: East Daley Analytics

Comments: 0

Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...

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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

Posted by: East Daley Analytics

Comments: 0

APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...

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