East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas Liquids

ONEOK Buying Spree Continues with Delaware JV Acquisition

Posted by: London Spivey
Comments: 0
Busy bee ONEOK (OKE) remains on the hunt for midstream assets. After closing two multi-billion-dollar deals early in 2025, OKE is acquiring the ...
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Wanted: A Home for Suddenly Stranded Ethane

Posted by: Julian Renton
Comments: 0
As the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced volumes.
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EPD Refused License to Export Ethane. What is the Risk to Midstream?

Posted by: Julian Renton
Comments: 0
Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and Security ...
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EOG Puts Northeast in Spotlight with $5.6B Encino Deal

Posted by: Zach Krause
Comments: 0
On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in transactions in ...
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Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson
Comments: 0
Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is focused on ...
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Trump Administration Adds Hurdles to Ethane, Butane Exports to China

Posted by: Julian Renton
Comments: 0
The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt trade in NGL markets.
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Upstart Challenges ET’s Hold on Northeast LPG Exports

Posted by: Julian Renton
Comments: 0
A new player on the Delaware River is eyeing Energy Transfer’s (ET) stranglehold on the Northeast LPG market. The Repauno Port & Rail Terminal, ...
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ET Readies Nederland Expansion Amid LPG Market Noise

Posted by: Julian Renton
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Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Ethane service is expected to start later this ...
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What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta
Comments: 0
Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...
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Change to Refining Rules to Lift Butane Supply

Posted by: Alex Albazzaz
Comments: 0
A new pro-ethanol change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.
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