The Daley Note (15)

Capline Rolls With New Crude Market Reality

Posted by: East Daley Analytics

Comments: 0

Faced with a loss of Canadian barrels, Capline Pipeline is looking to expand its rolodex in the Bakken. The pipeline could become a supplier of light ...

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14 Aug

Southeast Demand Growth Drives KMI, Williams Expansions

Posted by: East Daley Analytics

Comments: 0

Kinder Morgan and (KMI) and Williams (WMB) are expanding pipeline systems to capture natural gas demand growth in the Southeast. New projects will ...

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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Posted by: East Daley Analytics

Comments: 0

NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...

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9 Aug

Golden Pass LNG Start Delayed to Late 2025

Posted by: East Daley Analytics

Comments: 0

Partners ExxonMobil (XOM) and Qatar Energy have pushed back the start date for Golden Pass LNG to late 2025 following the bankruptcy of lead ...

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8 Aug

Enterprise Expanding Terminal to Meet Global NGL Demand

Posted by: East Daley Analytics

Comments: 0

Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...

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7 Aug

Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Posted by: East Daley Analytics

Comments: 0

A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, a new 42-inch gas line out of the Permian ...

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6 Aug

Bakken NGL Battle Creates Downside for ONEOK

Posted by: East Daley Analytics

Comments: 0

The battle for Bakken NGLs could prove a costly one for ONEOK (OKE). Kinder Morgan (KMI) is taking on the basin leader with its decision to convert ...

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2 Aug

Hess Pushes on the Bakken Gas Bubble

Posted by: East Daley Analytics

Comments: 0

Hess Midstream (HES) wants to repurpose a pipeline in North Dakota to move natural gas from its Tioga plant to the Northern Border Pipeline (NBPL). ...

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1 Aug

Golden Pass LNG Cleared for Finish After Bankruptcy Settlement

Posted by: East Daley Analytics

Comments: 0

A bankruptcy court last Wednesday (July 24) approved a settlement agreement between Zachry Holdings and Golden Pass LNG that will allow ExxonMobil ...

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31 Jul

Another NGL Knife Fight (Bakken Edition)

Posted by: East Daley Analytics

Comments: 0

Kinder Morgan’s (KMI) conversion of Double H Pipeline from crude to an NGLs pipe is poised to disrupt the Bakken NGL market. The move poses a direct ...

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