East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (3)

Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project

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Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a close. The 2 ...
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Supply Outlook Diverges for Two Rockies Basins

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We recently revised our crude oil supply outlook in the Rocky Mountain region based on diverging aboveground trends in the Powder River and ...
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ET Eyes More Ethane Recovery from Rover Pipeline

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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 ...
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ADCC Pipeline Gives Cheniere Options in South Texas

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Whistler Pipeline and Cheniere Energy (LNG) are building the ADCC Pipeline in South Texas ahead of an expansion at Cheniere’s Corpus Christi ...
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TRP Shareholders Approve South Bow Spinoff

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On June 4, TC Energy (TRP) shareholders voted in favor of spinning off the company’s Liquids Pipelines segment into South Bow Corp. South Bow will ...
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After Marathon Deal, Conoco has Bakken in Crosshairs

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ConocoPhillips (COP) will acquire Marathon Oil (MRO) for $17.1B, creating a ‘super-independent’ with operations across leading US basins. COP said it ...
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Data Center Demand: Pipe Dream or Pot of Gold for Gas?

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Natural gas demand growth appears to be a real phenomenon to power new data centers, with high potential for wider adoption of gas for the technology ...
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Phillips 66 Expands Reach in Midland with Pinnacle Buy

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Phillips 66 (PSX) will acquire Pinnacle Midstream for $550MM in cash, advancing the company’s goal to expand into the Permian G&P business. PSX ...
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Golden Pass Contractor Files for Chapter 11, Raising Concerns of a Longer Delay

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The lead contractor for Golden Pass LNG has filed for bankruptcy protection, creating risk of a potentially extended delay for the LNG project owned ...
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Is EQT Back? Jump in Northeast Samples Points to Return

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Leading gas producer EQT appears to be restoring ~1 Bcf/d of production the operator first shuttered back in February. We expect the development to ...
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