East Daley Analytics – Dissecting the Energy Value Chain

Posts about Enterprise

Coincidence? Permian Production is Primed to Pop as WTI Falls

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
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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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Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas

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Enterprise Products (EPD) has agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal ...
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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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Enterprise Expanding Terminal to Meet Global NGL Demand

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Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...
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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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ADCC Pipeline Gives Cheniere Options in South Texas

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Whistler Pipeline and Cheniere Energy (LNG) are building the ADCC Pipeline in South Texas ahead of an expansion at Cheniere’s Corpus Christi ...
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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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Big Ethane Contracts Scramble the NGL Outlook

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It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench into NGL markets. The midstream company ...
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