East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Equity

25 Jul

Cowboy Up: WES Rides Rig Rally in Powder River

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Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets. Rig counts in ...
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10 Jul

Midstream Takes a Selective Hit from Low Gas Prices

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A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...
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2 Jul

ET Has Caught Up in the Permian G&P Race

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Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
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27 Jun

Will Bottlenecks Derail Mountain Valley’s Potential?

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After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for interruptible or ...
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25 Jun

M&A in Permian: A Knife Fight for the NGL Barrel

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In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...
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21 Jun

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

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Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...
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18 Jun

Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project

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Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a close. The 2 ...
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11 Jun

TRP Shareholders Approve South Bow Spinoff

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On June 4, TC Energy (TRP) shareholders voted in favor of spinning off the company’s Liquids Pipelines segment into South Bow Corp. South Bow will ...
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4 Jun

ET Joins Permian M&A Frenzy with $3.25B Deal for West Texas Gas

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Energy Transfer (ET) has made a statement acquisition, reaching a deal to acquire West Texas Gas Midstream (WTG) for $3.25B ($2.45B in cash). WTG, ...
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31 May

Phillips 66 Expands Reach in Midland with Pinnacle Buy

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Phillips 66 (PSX) will acquire Pinnacle Midstream for $550MM in cash, advancing the company’s goal to expand into the Permian G&P business. PSX ...
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Cowboy Up: WES Rides Rig Rally in Powder River

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