The Daley Note | The Daley Note (21)

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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19 Mar

Enbridge Solidifies Lead for Corpus Christi Exports

Posted by: East Daley Analytics

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Enbridge (ENB) is solidifying its position as the leading service provider for crude oil exports from Corpus Christi. The company will expand its ...

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15 Mar

TC Energy Sells Portland Pipe, Chips Away at Sales Goal

Posted by: East Daley Analytics

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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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13 Mar

The Houston–Midland Spread is Ready to Blow

Posted by: East Daley Analytics

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The crude oil price spread from Midland to the Magellan East Houston (MEH) market is primed to significantly widen later in 2024 and 2025, according ...

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8 Mar

Canadian Supply Growth Pushes More Gas into US

Posted by: East Daley Analytics

Comments: 0

Producers in Western Canada are expanding output ahead of the country’s first major LNG project, pushing more natural gas into the US and adding to a ...

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6 Mar

Chesapeake Puts 1 Bcf/d of Production on Hold

Posted by: East Daley Analytics

Comments: 0

Chesapeake Energy (CHK) will pull back on drilling and starting new wells in response to low natural gas prices. CHK is one of several producers ...

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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 ...

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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 ...

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28 Feb

Northeast E&Ps Lift Winter Supply, Contribute to Gas Glut

Posted by: East Daley Analytics

Comments: 0

Helped by a new pipeline expansion, Marcellus and Utica gas producers have ramped production to record levels this winter. The supply growth is ...

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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 ...

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