East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Equity (4)

30 Jan

Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will impact earnings and, potentially, future options for ...
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25 Jan

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...
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18 Jan

The Case for Upside from a CHK–SWN Combo

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...
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17 Jan

Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
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12 Jan

DJ Basin Crude Recovery is Nearly Complete

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Oil production in the Denver Julesburg Basin has been steadily rebounding off lows hit during the 2020 downturn and will near pre-COVID output in ...
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4 Jan

Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

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Best of 2023: The Daley Note: August 29, 2023. ONEOK (OKE) is joining a push by industry to expand NGL pipelines out of the Permian Basin. On its ...
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29 Dec

Best of 2023: ONEOK Joins Midstream Elite with $19B Magellan Purchase

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Best of 2023: The Daley Note: May 23, 2023. Watch out, Enterprise (EPD), Energy Transfer (ET) and Kinder Morgan (KMI). The $18.8B acquisition of ...
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19 Dec

Pembina Buys Alliance, Aux Sable Stakes for C$3.1B

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Pembina Pipeline (PBA) will buy Enbridge’s (ENB) interests in Alliance Pipeline, Aux Sable, and NRGreen for C$3.1B. The assets connecting Western ...
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5 Dec

Midstream is Ripe for More M&A

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Midstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. In this year’s annual Dirty Little ...
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14 Nov

Williams Inks Deals to Grow DJ Footprint

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The Daley Note: November 15, 2023
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