East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note

Start of ADCC Pipe Clouds View of South Texas Market

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Whistler Pipeline and Cheniere Energy (LNG) have started service on the ADCC Pipeline to the Corpus Christi LNG facility. The new 42-inch line is an ...
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Cowboy Up: WES Rides Rig Rally in Powder River

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Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets. Rig counts in ...
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Double H Conversion to Double Bakken Volatility

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Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project is a shot across the bow of ONEOK ...
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A Propane Storage Glut Ahead? EDA Takes the Over

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Can US propane storage levels top 100 MMbbl in 2024? After a mild winter, the topic is front and center among NGL traders as an indicator of possible ...
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Devon is Latest to Deal as M&A Transforms Bakken

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Double (H) The Volatility - Join us for our Crude Webinar today at 10 AM. Register here. Devon Energy (DVN) will acquire the Williston Basin assets ...
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The Countdown Begins to Matterhorn Start-up

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East Daley Analytics is watching the Texas natural gas market closely for signs of activity from Matterhorn Express Pipeline. Whitewater Midstream ...
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M&A, Efficiencies Clip Wings of Permian Growth

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Rig activity continues to decline in the Permian Basin, weighed down by consolidation and operators’ drive to control spending. Rig counts in the ...
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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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