East Daley Analytics – Dissecting the Energy Value Chain

Posts about Equity

Kinetik Expansion to Unlock Permian Supply

Posted by: James Taylor
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Kinetik (KNTK) is expanding its operations in New Mexico, and using the recently acquired Durango Midstream as a launch pad. KNTK is building a new ...
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KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
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Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...
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Transco Rate Case Keeps the Bulls Running for WMB

Posted by: Zach Krause
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Williams (WMB) has filed a Section 4 rate case for Transcontinental Gas Pipe Line (Transco) with big implications for performance next year. ...
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New Name South Bow Fills Investor Niche

Posted by: Gage Dwan
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South Bow Corp. (SOBO) began operating as an independent pipeline company on October 1 following its spinoff from TC Energy (TRP). Investors ...
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Summit Acquires Tall Oak in a Bet on Gas

Posted by: Maria Paz Urdaneta
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Summit Midstream (SMC) will acquire Tall Oak Midstream III for a mix of cash and equity. Tall Oak gives SMC its first G&P assets in the Arkoma ...
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Tiger II Plant Roars to Life for EnLink

Posted by: James Taylor
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EnLink Midstream (ENLC) has wasted no time putting its Tiger II plant to work in the Delaware Basin. Volumes jumped immediately after start-up of the ...
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Permian’s Last Expandable Pipe Adds New Investors

Posted by: Gage Dwan
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Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake in EPIC Crude pipeline. The seller was not disclosed, ...
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Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
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While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
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Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
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Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...
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New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
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The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
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