The Daley Note | Equity (6)

Kinetik Extends Reach in Delaware with Durango Midstream Purchase

Posted by: East Daley Analytics

Comments: 0

Kinetik (KNTK) will acquire Durango Midstream’s Permian Basin assets for $765MM in stock and cash, extending the company’s reach further north in the ...

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14 May

Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

Comments: 0

The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...

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26 Apr

Need a Permian Update? Targa Could Spill the Tea

Posted by: East Daley Analytics

Comments: 0

We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...

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23 Apr

Without LEG, Williams Loses Kick to 2024 Earnings

Posted by: East Daley Analytics

Comments: 0

A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...

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27 Mar

Kinetik Starts a Different Sort of Border Conflict

Posted by: East Daley Analytics

Comments: 0

Kinetik (KNTK) has started service on a new pipeline that extends the company’s West Texas G&P system into New Mexico, posing new competition for ...

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20 Mar

EQT-Equitrans Merger Heralds Asset Sales Ahead

Posted by: East Daley Analytics

Comments: 0

Leading US producer EQT will acquire Equitrans Midstream (ETRN) for $5.5B in stock. The merger will create a vertically integrated Northeast gas ...

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15 Mar

TC Energy Sells Portland Pipe, Chips Away at Sales Goal

Posted by: East Daley Analytics

Comments: 0

TC Energy (TRP) has reached a deal to sell the Portland Natural Gas Transmission System (PNGTS) for US$1.14B, moving the company closer to its $3B ...

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14 Mar

The Channel That Never Sleeps

Posted by: East Daley Analytics

Comments: 0

The Houston Ship Channel (HSC) is working around the clock to keep liquefied petroleum gas (LPG) cargoes moving, thanks to a recent change in local ...

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12 Mar

ETRN Volumes Fall as EQT Shuts 1 Bcf/d of Production

Posted by: East Daley Analytics

Comments: 0

Leading Appalachian producer EQT has shut-in ~1 Bcf/d of natural gas production in response to low prices. Equitrans Midstream (ETRN) is bearing the ...

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7 Mar