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Posts about The Daley Note (3)

1 Mar

CHK-SWN Merger Likely to See Antitrust Scrutiny

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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

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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

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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

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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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23 Feb

ArkLaTex Samples Rise in February, Bucking Fall in Gas Prices

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East Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices. The gains could reflect ...
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22 Feb

Low Prices Slow Drilling on EnLink Anadarko System

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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 ...
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21 Feb

$26B Endeavor Buyout Signals Slower Growth in Midland

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Diamondback Energy (FANG) will merge with Endeavor Energy Resources in a $26B cash-and-stock deal. The buyout of Endeavor, one of the fastest growing ...
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20 Feb

Is Matador Ready for a Bull Run?

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Judging by midstream data, East Daley Analytics expects Matador Resources (MTDR) to report robust gas production growth Q-o-Q in its upcoming 4Q23 ...
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16 Feb

Western Haynesville Play Yields Monster Gas Wells

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New exploratory drilling in the Western Haynesville play is yielding monster natural gas wells with initial production (IP) rates well above the ...
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15 Feb

Pipe Outlook Brightens After Bridging Contract Cliff

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East Daley Analytics raised our outlook for Midcontinent Express Pipeline (MEP) after the pipeline successfully resigned capacity under short-term ...
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