East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

Midstream Takes a Selective Hit from Low Gas Prices

Comments: 0
A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...
Read

Uinta Railway Project Heads to Supreme Court

Comments: 0
The US Supreme Court has agreed to review a case over permitting of a proposed railroad project road out of the Uinta Basin. The proposal, the Uinta ...
Read

Record Ethane Production Bodes Well for 2Q24 Earnings

Comments: 0
Ethane was the top commodity performer in the latest monthly data from the EIA, and by a mile. Higher ethane recovery predicted earlier by East Daley ...
Read

Golden Pass LNG Isn’t Taking the Easy Route

Comments: 0
Golden Pass LNG owners QatarEnergy and ExxonMobil (XOM) have filed with a bankruptcy court to oust Zachry Holdings as the lead contractor for the ...
Read

ET Has Caught Up in the Permian G&P Race

Comments: 0
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
Read

Cureton Synergies in Action

Comments: 0
The Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of gas processing plant ...
Read

Will Bottlenecks Derail Mountain Valley’s Potential?

Comments: 0
After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for interruptible or ...
Read

Evangeline Pass Adds Capacity, Tightens Southeast Markets

Comments: 0
Venture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in the toe of the Louisiana boot. ...
Read

M&A in Permian: A Knife Fight for the NGL Barrel

Comments: 0
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...
Read

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

Comments: 0
Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...
Read