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Posts about Energy Transfer

Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
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Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...
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Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
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NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
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Move Over Tyson-Paul, the Real Warrior is Here

Posted by: Ajay Bakshani
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Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s 3Q24 ...
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WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage

Posted by: Oren Pilant
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WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on ...
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Boardwalk Grapples with Industry Giants for Southeast Market

Posted by: Zach Krause
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East Daley Analytics recently reported on the Energy Transfer (ET) South Mississippi and Kinder Morgan (KMI) Mississippi Crossing (MSX) projects. ...
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The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
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Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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Midstreamer Bucks the Haynesville Slump

Posted by: Oren Pilant
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Haynesville production has fallen over 3 Bcf/d so far in 2024 in a weak natural gas market, dragging volumes down on many of the largest gathering ...
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KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
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Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...
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KMI Signs Golden Pass to New Texas Pipeline

Posted by: Oren Pilant
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Kinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project designed to deliver up to 2.8 Bcf/d of gas from ...
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Out of the LOOP: Port is Fenced Out of Crude Export Growth

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In many respects a premiere terminal asset, the Louisiana Offshore Oil Port (LOOP) nevertheless has missed out on rapid growth in Gulf Coast crude ...
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