East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Energy Transfer

6 Sep

Matterhorn is Great for Commodities – Except One

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NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
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29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
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22 Aug

Energy Transfer, True Co. Fight for Next Bakken Barrel

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As Bakken oil production continues to grow, East Daley Analytics expects the competition to move incremental barrels will come down to two choices: ...
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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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24 Jul

Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar

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Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with ET holding a ...
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2 Jul

ET Has Caught Up in the Permian G&P Race

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

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

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

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

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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. ...
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20 Jun

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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13 Jun

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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