East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (3)

6 Sep

Matterhorn is Great for Commodities – Except One

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NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
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5 Sep

Golden Pass Wants More Runway to Land the Plane

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After the bankruptcy of its lead contractor, Golden Pass LNG is asking regulators for more time to complete construction. East Daley is watching the ...
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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

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ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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30 Aug

All Aboard? Labor Strife May Derail Canadian Crude Imports

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The Canadian government intervened last week to end a brief rail strike between the Teamsters and the country's two largest railroad companies, ...
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29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
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28 Aug

Enterprise Buys Pinon Assets, Makes Play for Delaware Sour Gas

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Enterprise Products (EPD) has agreed to purchase sour gas gathering and treating infrastructure from Pinon Midstream for $950MM in cash. The deal ...
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27 Aug

One Simple Trick to Solve ONEOK Contracting Risk

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ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in the Permian Basin. The company can mitigate ...
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23 Aug

Get Ready for the Permian Redirect

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Operators in the Permian will soon have options for their natural gas. The start-up of Matterhorn Express Pipeline will have big impacts on gas flows ...
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22 Aug

Energy Transfer, True Co. Fight for Next Bakken Barrel

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As Bakken oil production continues to grow, East Daley Analytics expects the competition to move incremental barrels will come down to two choices: ...
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21 Aug

Williams Starts Transco Expansion Despite Court Challenge

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Williams (WMB) has started service on Phase 2 of the Regional Energy Access (REA) pipeline expansion in the Mid-Atlantic despite a US appeals court ...
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