The Daley Note (5)

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

Comments: 0

Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

Read

13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

Comments: 0

The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...

Read

12 Feb

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson

Comments: 0

ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...

Read

11 Feb

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick

Comments: 0

New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...

Read

7 Feb

Sayonara, Surplus. Cold Wipes Out Gas Market Cushion

Posted by: Jack Weixel

Comments: 0

Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest weekly storage surveys show a ...

Read

6 Feb

Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson

Comments: 0

Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...

Read

5 Feb

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 ...

Read

4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek

Comments: 0

President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...

Read

31 Jan

KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause

Comments: 0

Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...

Read

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 ...

Read

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

April 30, 2025

April 29, 2025

April 25, 2025

April 24, 2025

Upcoming Events

LDC Mid Continent

LDC Gulf Coast

LDC Northeast

EIC Investor Conference

East Daley Monthly Production Stream

Subscribe to
the Daley Note