East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
Energy Insights and News
14 May

Woodside’s Bold LNG Bet Adds to Demand Wave

Posted by: Oren Pilant
Comments: 0
Woodside Energy (WDS) has broken the mold and will move forward with the Louisiana LNG project without a diversified customer base. WDS on April 28 ...
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13 May

What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta
Comments: 0
Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...
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9 May

KMI Maintains Project Momentum with Elba Express Expansion

Posted by: Zach Krause
Comments: 0
Kinder Morgan (KMI) kicked off earnings season with the Elba Express Bridge project announcement. The 71-mile extension into South Carolina is backed ...
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8 May

$3 Gas Draws Producers Back to Marcellus

Posted by: James Taylor
Comments: 0
Drilling activity is on the rise in the Marcellus thanks to higher natural gas prices. Rig counts in northeastern Pennsylvania have doubled since the ...
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7 May

Citadel Hits the Ground Running in the Haynesville

Posted by: Zach Krause
Comments: 0
Hedge fund Citadel is quickly making a splash as an E&P operator. The company has ramped up drilling in the Haynesville play just two months ...
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6 May

Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution

Posted by: Kristy Oleszek
Comments: 0
Energy Transfer (ET) has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant share of ...
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2 May

Change to Refining Rules to Lift Butane Supply

Posted by: Alex Albazzaz
Comments: 0
A new pro-ethanol change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.
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1 May

Why This Keystone Spill is Different

Posted by: Trevor Morley
Comments: 0
The Keystone Pipeline suffered a rupture in early April, releasing 3,500 bbl of crude oil in North Dakota. The spill is far from the worst on ...
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30 Apr

Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause
Comments: 0
The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...
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29 Apr

Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming
Comments: 0
Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...
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