The Daley Note | Equity (7)

Midstream Spends $10B on Gas Projects in 2024: CAPEX Dashboard

Posted by: East Daley Analytics

Comments: 0

Energy companies plan to spend the lion’s share of midstream budgets on natural gas this year, investing over $10B to upgrade and expand gas ...

Read

1 Mar

CHK-SWN Merger Likely to See Antitrust Scrutiny

Posted by: East Daley Analytics

Comments: 0

The $17B merger between Chesapeake Energy (CHK) and Southwestern Energy (SWN) is still in the early innings in the view of East Daley Analytics, as ...

Read

29 Feb

WES Unloads Assets Amid Takeover Rumors

Posted by: East Daley Analytics

Comments: 0

Amid rumors that Occidental (OXY) may divest its company stake, Western Midstream (WES) has sold several non-core assets to buyers including ...

Read

27 Feb

Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake

Posted by: East Daley Analytics

Comments: 0

Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case previously ...

Read

22 Feb

Low Prices Slow Drilling on EnLink Anadarko System

Posted by: East Daley Analytics

Comments: 0

Low natural gas prices have taken a toll on rig counts in the Anadarko Basin and led to lower activity on EnLink Midstream’s (ENLC) Central Oklahoma ...

Read

30 Jan

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

Posted by: East Daley Analytics

Comments: 0

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 ...

Read

25 Jan

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

Posted by: East Daley Analytics

Comments: 0

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

Read

18 Jan

The Case for Upside from a CHK–SWN Combo

Posted by: East Daley Analytics

Comments: 0

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 ...

Read

17 Jan