The Daley Note | Energy Transfer (3)

Best of 2024: Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

Comments: 0

Best of 2024: The Daley Note: May 14, 2024. The industry is abuzz about data centers and their potential to juice future natural gas demand. East ...

Read

24 Dec

The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Posted by: East Daley Analytics

Comments: 0

Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...

Read

20 Dec

The New Swing Supply in Ethane

Posted by: Rob Wilson

Comments: 0

The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...

Read

19 Dec

Boardwalk Strikes First in Race to Meet Southeast Growth

Posted by: Oren Pilant

Comments: 0

Boardwalk Pipeline Partners has taken a final investment decision (FID) on the Kosci Junction project for 1.16 Bcf/d of capacity, moving ahead of ...

Read

17 Dec

ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani

Comments: 0

Santa came early for the Permian industry as Energy Transfer (ET) will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior ...

Read

12 Dec

An Ethane Customer in Need

Posted by: Rob Wilson

Comments: 0

Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...

Read

6 Dec

Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming

Comments: 0

A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...

Read

4 Dec

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

Posted by: Rob Wilson

Comments: 0

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 ...

Read

21 Nov

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson

Comments: 0

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 ...

Read

19 Nov