East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

Anchor Deepwater Project Touches Many Pipes

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Chevron (CVX) has started production from the Anchor project in the deepwater Gulf of Mexico using new offshore technology for high-pressure ...
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Just Chill: Cooldown Cargo Advances Next LNG Project

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As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently ...
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Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats Up

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Enbridge (ENB) Mainline, Canada’s largest crude oil egress pipeline, is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf ...
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Coincidence? Permian Production is Primed to Pop as WTI Falls

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
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ONEOK the Consolidator (Medallion Edition)

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ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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Matterhorn is Great for Commodities – Except One

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NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
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Golden Pass Wants More Runway to Land the Plane

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After the bankruptcy of its lead contractor, Golden Pass LNG is asking regulators for more time to complete construction. East Daley is watching the ...
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$3.3B EnLink Deal Moves the Needle for ONEOK

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ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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All Aboard? Labor Strife May Derail Canadian Crude Imports

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The Canadian government intervened last week to end a brief rail strike between the Teamsters and the country's two largest railroad companies, ...
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Pipes, Plant Expansions Support Next Permian Growth Phase

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
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