East Daley Analytics – Dissecting the Energy Value Chain

Rob Wilson

Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
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Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...
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Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
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NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
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The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
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Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
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Ethane production in the Northeast (Marcellus & Utica) hit a new record level in 2Q24 of 394 Mb/d, led by demand from Shell’s (SHEL) Monaca ...
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Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
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Four months ago, East Daley was bearish ethane price. In our early June ’24 Ethane Supply & Demand Report, we predicted robust ethane supply ...
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Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson
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With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and demand. The ...
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The Case for Bakken Ethane

Posted by: Rob Wilson
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Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
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ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. Medford is far away from the bustling Mont ...
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A Propane Storage Glut Ahead? EDA Takes the Over

Posted by: Rob Wilson
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Can US propane storage levels top 100 MMbbl in 2024? After a mild winter, the topic is front and center among NGL traders as an indicator of possible ...
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