The Daley Note | Equity (4)

Summit Acquires Tall Oak in a Bet on Gas

Posted by: Maria Paz Urdaneta

Comments: 0

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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10 Oct

Tiger II Plant Roars to Life for EnLink

Posted by: James Taylor

Comments: 0

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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1 Oct

Permian’s Last Expandable Pipe Adds New Investors

Posted by: Gage Dwan

Comments: 0

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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26 Sep

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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24 Sep

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford

Comments: 0

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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20 Sep

New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta

Comments: 0

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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10 Sep

ONEOK the Consolidator (Medallion Edition)

Posted by: East Daley Analytics

Comments: 0

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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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Posted by: East Daley Analytics

Comments: 0

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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20 Aug

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

Posted by: East Daley Analytics

Comments: 0

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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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Posted by: East Daley Analytics

Comments: 0

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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