The Daley Note | Natural Gas Liquids (7)

Beryl Barrels Through Texas, Leaves Lost Demand in Wake

Posted by: Jack Weixel

Comments: 0

Hurricane Beryl barreled ashore early Monday morning (July 8) south of Houston, causing widespread power outages and moderate flooding in ...

Read

5 Jul

Record Ethane Production Bodes Well for 2Q24 Earnings

Posted by: East Daley Analytics

Comments: 0

Ethane was the top commodity performer in the latest monthly data from the EIA, and by a mile. Higher ethane recovery predicted earlier by East Daley ...

Read

2 Jul

ET Has Caught Up in the Permian G&P Race

Posted by: East Daley Analytics

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

28 Jun

Cureton Synergies in Action

Posted by: East Daley Analytics

Comments: 0

The Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of gas processing plant ...

Read

25 Jun

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

Posted by: East Daley Analytics

Comments: 0

In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...

Read

20 Jun

Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape

Posted by: East Daley Analytics

Comments: 0

An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern Pennsylvania. Ethane ...

Read

13 Jun

ET Eyes More Ethane Recovery from Rover Pipeline

Posted by: East Daley Analytics

Comments: 0

Energy Transfer (ET) is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement with Rover Pipeline to ...

Read

7 Jun

Energy Transfer Makes a Play for Midland NGLs

Posted by: East Daley Analytics

Comments: 0

Energy Transfer (ET) has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of WTG Midstream Holdings will give ET ...

Read

4 Jun

ET Joins Permian M&A Frenzy with $3.25B Deal for West Texas Gas

Posted by: East Daley Analytics

Comments: 0

Energy Transfer (ET) has made a statement acquisition, reaching a deal to acquire West Texas Gas Midstream (WTG) for $3.25B ($2.45B in cash). WTG, ...

Read

31 May