East Daley Analytics – Dissecting the Energy Value Chain

Posts about Equity (4)

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
Comments: 0
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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ONEOK the Consolidator (Medallion Edition)

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ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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$3.3B EnLink Deal Moves the Needle for ONEOK

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ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

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While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few companies not building new pipeline capacity. The emerging ...
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Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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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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