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

Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape

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An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern Pennsylvania. Ethane ...
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Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project

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Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a close. The 2 ...
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Supply Outlook Diverges for Two Rockies Basins

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We recently revised our crude oil supply outlook in the Rocky Mountain region based on diverging aboveground trends in the Powder River and ...
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ET Eyes More Ethane Recovery from Rover Pipeline

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Energy Transfer (ET) is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement with Rover Pipeline to ...
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ADCC Pipeline Gives Cheniere Options in South Texas

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Whistler Pipeline and Cheniere Energy (LNG) are building the ADCC Pipeline in South Texas ahead of an expansion at Cheniere’s Corpus Christi ...
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TRP Shareholders Approve South Bow Spinoff

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On June 4, TC Energy (TRP) shareholders voted in favor of spinning off the company’s Liquids Pipelines segment into South Bow Corp. South Bow will ...
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Energy Transfer Makes a Play for Midland NGLs

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Energy Transfer (ET) has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of WTG Midstream Holdings will give ET ...
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After Marathon Deal, Conoco has Bakken in Crosshairs

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ConocoPhillips (COP) will acquire Marathon Oil (MRO) for $17.1B, creating a ‘super-independent’ with operations across leading US basins. COP said it ...
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Data Center Demand: Pipe Dream or Pot of Gold for Gas?

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Natural gas demand growth appears to be a real phenomenon to power new data centers, with high potential for wider adoption of gas for the technology ...
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ET Joins Permian M&A Frenzy with $3.25B Deal for West Texas Gas

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Energy Transfer (ET) has made a statement acquisition, reaching a deal to acquire West Texas Gas Midstream (WTG) for $3.25B ($2.45B in cash). WTG, ...
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