East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer

Pipe Outlook Brightens After Bridging Contract Cliff

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East Daley Analytics raised our outlook for Midcontinent Express Pipeline (MEP) after the pipeline successfully resigned capacity under short-term ...
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LPG Export Surge Pushes Docks to the Limit

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

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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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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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DJ Basin Crude Recovery is Nearly Complete

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Oil production in the Denver Julesburg Basin has been steadily rebounding off lows hit during the 2020 downturn and will near pre-COVID output in ...
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Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

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Best of 2023: The Daley Note: August 29, 2023. ONEOK (OKE) is joining a push by industry to expand NGL pipelines out of the Permian Basin. On its ...
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Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes

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Best of 2023: The Daley Note: August 22, 2023. Energy Transfer (ET) plans to acquire Crestwood Equity (CEQP) for $7.1B in stock. The deal gives ET ...
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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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