East Daley Analytics – Dissecting the Energy Value Chain

Posts about Equity

Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause
Comments: 0
The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...
Read

Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming
Comments: 0
Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...
Read

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

Comments: 0
XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of a piece ...
Read

Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas

Posted by: Zach Krause
Comments: 0
On April 1, Boardwalk Pipelines (BWPL) announced a non-binding open season for Borealis, a 2 Bcf/d expansion of the Texas Gas Transmission (TGT) ...
Read

Double H Conversion Creates Risk for DJ Oil Pipes

Posted by: Gage Dwan
Comments: 0
Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Guernsey hub and on downstream pipelines. The Kinder Morgan ...
Read

WES Plans Big Investments in Permian Water Infrastructure

Posted by: James Taylor
Comments: 0
Western Midstream (WES) has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware ...
Read

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause
Comments: 0
Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...
Read

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton
Comments: 0
MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...
Read

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause
Comments: 0
President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...
Read

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor
Comments: 0
Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...
Read
1 2 3 4 5

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