East Daley Analytics – Dissecting the Energy Value Chain

Posts about Permian (10)

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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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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New Meters Point to Start of Permian Highway Expansion

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Several new downstream pipeline meters have started service in South Texas tied to the Permian Highway Pipeline (PHP), suggesting a planned expansion ...
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Sometimes the Best Defense is a Good Offense

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Leading NGL competitors are taking an aggressive tack to protect market share, proposing to build significantly more pipeline capacity out of the ...
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Permian Gas Flows Hit a Record in November

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Permian Basin gas samples reached an all-time high in November 2023 as new infrastructure lifted supply on several pipelines. The apparent increase ...
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OXY-CrownRock Tie-up a Bad Omen for Permian Rigs

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Active rigs in the Permian Basin have declined by 69 rigs (-19%) so far in 2023, mostly as a result of rig reductions following mergers and ...
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Gulf Coast Express Stake Still on the Block

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The Daley Note: December 1, 2023
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Enbridge Tests Waters for More Texas Exports

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The Daley Note: November 22, 2023
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Who Will Handle Growth from the Exxon-Pioneer Giant?

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The Daley Note: November 14, 2023
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