East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas Liquids (3)

Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

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Best of 2024: The Daley Note: June 25, 2024. In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and ...
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The New Swing Supply in Ethane

Posted by: Rob Wilson
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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 ...
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An Ethane Customer in Need

Posted by: Rob Wilson
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Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...
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ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
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ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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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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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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Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
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Ethane production in the Northeast (Marcellus & Utica) hit a new record level in 2Q24 of 394 Mb/d, led by demand from Shell’s (SHEL) Monaca ...
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Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
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Four months ago, East Daley was bearish ethane price. In our early June ’24 Ethane Supply & Demand Report, we predicted robust ethane supply ...
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Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy markets. Natural gas flows have ramped quickly, ...
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