East Daley Analytics – Dissecting the Energy Value Chain
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East Daley Analytics

14 May

Data Center Demand Could Send Midstream to the Moon

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The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...
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10 May

Hope Springs Eternal as Mountain Valley Nears Start

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Mountain Valley Pipeline (MVP) has sprung a leak, just weeks away from a planned start of the new pipeline. Despite the goal-line setback, we have ...
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9 May

Big Ethane Contracts Scramble the NGL Outlook

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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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8 May

A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View

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Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut our Henry Hub forecast by ...
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7 May

Pipeline Work Will Disrupt Permian Crude Flows

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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

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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

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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

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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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30 Apr

Plaquemines LNG Takes First Gas in Project Milestone

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Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana ...
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26 Apr

Need a Permian Update? Targa Could Spill the Tea

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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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