East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas (4)

A New NGL Contender Enters the Ring

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MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...
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Grasslands Pipe Gives Bakken Shippers New Outlet

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A new joint pipeline project is helping move more natural gas south out of the Williston Basin to markets in the Rockies.
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LNG Export Pause Throws a Wrench in Gas Outlook

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The Biden administration is temporarily pausing export licenses for LNG projects while it studies the climate impacts of additional exports. The ...
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Customers Line Up for Next LNG Wave

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LNG project developers continue to make progress in signing new customers, helping firm up the long-term outlook for natural gas demand in East Daley ...
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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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Permian Shrink Continues with $4.5B APA-Callon Deal

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...
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Winter Storm Bites into Gas Production, Storage

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...
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LNG Closure Creates Reliability Risk in New England

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With bitter temperatures blanketing the US, the Everett LNG import terminal is helping New England residents stay warm and keep the lights on this ...
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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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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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