East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer (8)

LPG Export Surge Pushes Docks to the Limit

Comments: 0
East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...
Read

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

Comments: 0
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 ...
Read

The Case for Upside from a CHK–SWN Combo

Comments: 0
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 ...
Read

Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

Comments: 0
Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
Read

DJ Basin Crude Recovery is Nearly Complete

Comments: 0
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 ...
Read

Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

Comments: 0
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 ...
Read

Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes

Comments: 0
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 ...
Read

Comstock Gives a Reason to be Bullish on Haynesville

Comments: 0
The Daley Note: November 20, 2023
Read

Haynesville Producers Dial Up Supply

Comments: 0
The Daley Note: November 17, 2023
Read

Drought Threatens LPG Export Growth

Comments: 0
The Daley Note: October 12, 2023
Read

Subscribe to
the Daley Note

SUBSCRIBE

Upcoming Events

LDC Mid Continent

September 08, 2025

Register Here

LDC Gulf Coast

October 13, 2025

Register Here

LDC Northeast

June 09, 2025

Register Here

EIC Investor Conference

May 20, 2025

Register Here

East Daley Monthly Production Stream

May 07, 2025

Register Here