East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

Northeast Producers Join the NGL Party

Posted by: Rob Wilson
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Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...
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Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause
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The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...
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The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson
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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...
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AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick
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New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...
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Sayonara, Surplus. Cold Wipes Out Gas Market Cushion

Posted by: Jack Weixel
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Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest weekly storage surveys show a ...
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Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson
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Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...
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Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson
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East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company ...
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Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek
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President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...
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KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause
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Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...
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Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson
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The US is producing a record supply of ethane, hitting a new high in October ’24 for the fourth time on the year. Global petrochemicals are preparing ...
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