East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer

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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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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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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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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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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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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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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Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

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SilverBow Resources (SBOW) has reached a deal to be acquired by Crescent Energy (CRGY), creating a leading producer in South Texas. The agreement ...
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Price Curve Misses Ethane Export Surge

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Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the forward price curve. Most ethane ...
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Data Center Demand Could Send Midstream to the Moon

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The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...
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