The Daley Note | Rob Wilson (2)

Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson

Comments: 0

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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30 Jan

Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson

Comments: 0

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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22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson

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NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...

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14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson

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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...

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9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson

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The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...

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20 Dec

The New Swing Supply in Ethane

Posted by: Rob Wilson

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The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...

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12 Dec

An Ethane Customer in Need

Posted by: Rob Wilson

Comments: 0

Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...

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4 Dec

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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21 Nov

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson

Comments: 0

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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8 Nov

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson

Comments: 0

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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