East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer (5)

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
Comments: 0
While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
Read

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
Comments: 0
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...
Read

Coincidence? Permian Production is Primed to Pop as WTI Falls

Comments: 0
Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
Read

ONEOK the Consolidator (Medallion Edition)

Comments: 0
ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
Read

Matterhorn is Great for Commodities – Except One

Comments: 0
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
Read

Pipes, Plant Expansions Support Next Permian Growth Phase

Comments: 0
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 ...
Read

Energy Transfer, True Co. Fight for Next Bakken Barrel

Comments: 0
As Bakken oil production continues to grow, East Daley Analytics expects the competition to move incremental barrels will come down to two choices: ...
Read

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Comments: 0
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 ...
Read

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

Posted by: Ajay Bakshani
Comments: 0
Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with ET holding a ...
Read

ET Has Caught Up in the Permian G&P Race

Comments: 0
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
Read

Subscribe to
the Daley Note

SUBSCRIBE

Upcoming Events

LDC Mid Continent

September 08, 2025

Register Here

LDC Gulf Coast

October 13, 2025

Register Here

LDC Northeast

June 09, 2025

Register Here

EIC Investor Conference

May 20, 2025

Register Here

East Daley Monthly Production Stream

May 07, 2025

Register Here