The Daley Note | Permian (8)

M&A Exerts a Gravity on Permian Rig Counts

Posted by: East Daley Analytics

Comments: 0

Like a force of gravity, upstream dealmaking is steadily pulling rig counts lower in the Permian Basin. Drilling activity is well below recent highs ...

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15 May

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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9 May

Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

Comments: 0

It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench into NGL markets. The midstream company ...

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7 May

Pipeline Work Will Disrupt Permian Crude Flows

Posted by: East Daley Analytics

Comments: 0

Upcoming maintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines in June will disrupt normal operations out of the Permian Basin ...

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3 May

LNG Growth Can Flip Economics Driving Gas Prices

Posted by: East Daley Analytics

Comments: 0

Driven by new LNG projects, natural gas demand growth is poised to exceed supply in 2025, according to our latest Macro Supply and Demand Forecast. ...

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2 May

In 2025, Gas Could Break Through to Other Side

Posted by: East Daley Analytics

Comments: 0

Natural gas producers are suffering through a terrible year in 2024 featuring decades-low prices and an unprecedented storage glut. But if operators ...

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1 May

A Multi-tool Pipe has Enterprise Ready for the Unexpected

Posted by: East Daley Analytics

Comments: 0

Enterprise Products (EPD) plans to convert its Seminole Pipeline back to crude oil service next year, the latest flex by EPD for the multi-use ...

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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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25 Apr

Waha Pain is Ethane’s Gain as Gas Goes Negative

Posted by: East Daley Analytics

Comments: 0

Natural gas prices have been hammered recently in the Permian Basin, routinely trading below zero since March as pipelines conduct seasonal ...

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19 Apr

Enterprise Secures SPOT Permit After Court Ruling

Posted by: East Daley Analytics

Comments: 0

Enterprise Products (EPD) has secured a deepwater port license for its Sea Port Oil Terminal (SPOT) after a favorable appellate court ruling, moving ...

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Posts about Permian (8)

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