East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note

Beryl Barrels Through Texas, Leaves Lost Demand in Wake

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Hurricane Beryl barreled ashore early Monday morning (July 8) south of Houston, causing widespread power outages and moderate flooding in ...
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A Hollow Victory After Court Strikes Down DOE’s LNG License Pause

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A federal judge has struck down the Department of Energy’s ‘pause’ on new LNG project export licenses, scoring a big legal win for industry and LNG ...
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Midstream Takes a Selective Hit from Low Gas Prices

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A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...
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Uinta Railway Project Heads to Supreme Court

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The US Supreme Court has agreed to review a case over permitting of a proposed railroad project road out of the Uinta Basin. The proposal, the Uinta ...
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Record Ethane Production Bodes Well for 2Q24 Earnings

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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 ...
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Golden Pass LNG Isn’t Taking the Easy Route

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Golden Pass LNG owners QatarEnergy and ExxonMobil (XOM) have filed with a bankruptcy court to oust Zachry Holdings as the lead contractor for the ...
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ET Has Caught Up in the Permian G&P Race

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Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
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Cureton Synergies in Action

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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 ...
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Will Bottlenecks Derail Mountain Valley’s Potential?

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After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for interruptible or ...
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Evangeline Pass Adds Capacity, Tightens Southeast Markets

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Venture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in the toe of the Louisiana boot. ...
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