East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (4)

14 Feb

LPG Export Surge Pushes Docks to the Limit

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East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...
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13 Feb

Slide, Slide, Slippety Slide: Mild Winter Sends Gas on a Fantastic Voyage

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Natural gas prices have fallen below the $2/MMBtu mark through the spring of 2024 as balmy temperatures and steady production growth create ...
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9 Feb

New Fields Grow Gulf of Mexico Production in 2024

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Several new deepwater projects are planning to start up this year and contribute to higher production from the Gulf of Mexico (GoM).
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8 Feb

KMI Starts Markham Expansion, Adding to Storage Momentum

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Kinder Morgan (KMI) has started partial service on an expansion of the Markham gas storage facility on the Texas Gulf Coast. The announcement ...
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7 Feb

A New NGL Contender Enters the Ring

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MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...
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6 Feb

Bill Coming Due for Refiners as TMX Nears Completion

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As the Trans Mountain Pipeline Expansion (TMX) moves closer to start-up, the cost to US refiners and midstream operators is coming into sharper view. ...
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2 Feb

Permian Production Exits 2023 at a Record High

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Crude oil production from the Permian Basin exited 2023 at an all-time high of 6,115 Mb/d, according to East Daley Analytics’ forecast, punctuating a ...
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18 Jan

The Case for Upside from a CHK–SWN Combo

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...
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17 Jan

Is $17B CHK – SWN Deal Good for Midstream? The Bear Case

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have agreed to merge and create the largest US natural gas producer. East Daley Analytics ...
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12 Jan

DJ Basin Crude Recovery is Nearly Complete

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Oil production in the Denver Julesburg Basin has been steadily rebounding off lows hit during the 2020 downturn and will near pre-COVID output in ...
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