East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer

Limp Haynesville Delivery has Bulls at Attention

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$1-handle gas is proving a real downer in the Haynesville, where producers have had a hard time keeping flows up recently. Unexpectedly soft ...
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Without LEG, Williams Loses Kick to 2024 Earnings

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A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...
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Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

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Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
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FTC Request Delays CHK-SWN Merger

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P ‘super-merger’ following a request from the ...
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A Dark Horse for NGL Upside in 2024

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The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...
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Chesapeake Puts 1 Bcf/d of Production on Hold

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Chesapeake Energy (CHK) will pull back on drilling and starting new wells in response to low natural gas prices. CHK is one of several producers ...
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Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake

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Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case previously ...
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ArkLaTex Samples Rise in February, Bucking Fall in Gas Prices

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East Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices. The gains could reflect ...
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Pipe Outlook Brightens After Bridging Contract Cliff

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East Daley Analytics raised our outlook for Midcontinent Express Pipeline (MEP) after the pipeline successfully resigned capacity under short-term ...
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LPG Export Surge Pushes Docks to the Limit

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East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...
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