East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (5)

New Pipes Set Stage for Eagle Ford Growth

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Howard Energy Partners and Kinder Morgan (KMI) recently completed two pipeline projects that add 2 Bcf/d of takeaway from the Eagle Ford, setting the ...
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Best of 2023: TMX Earthquake to Send Tremors Through US Crude

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Best of 2023: The Daley Note: September 6, 2023. Canada’s Trans Mountain Pipeline expansion (TMX) will have consequences for markets across North ...
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Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

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Best of 2023: The Daley Note: August 29, 2023. ONEOK (OKE) is joining a push by industry to expand NGL pipelines out of the Permian Basin. On its ...
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Best of 2023: Barrels Wanted: $7.1B Crestwood Acquisition May Boost ET’s Downstream Volumes

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Best of 2023: The Daley Note: August 22, 2023. Energy Transfer (ET) plans to acquire Crestwood Equity (CEQP) for $7.1B in stock. The deal gives ET ...
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Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway

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Best of 2023: The Daley Note: June 21, 2023. On paper, the massive Mountain Valley Pipeline (MVP) has the potential to open new markets for Marcellus ...
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Best of 2023: New Pipeline Could Move Matterhorn, Permian Gas Further Downstream

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Best of 2023: The Daley Note: March 28, 2023. Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that ...
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Best of 2023: (Please Don’t) Drill Baby Drill

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Best of 2023: The Daley Note: January 27, 2023. Natural gas futures have fallen hard, breaking below $3/MMBtu for the balance of winter. While a ...
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Best of 2023: Delicate: Supply Growth Hinges on Solving Permian Bottleneck

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East Daley's Best Of 2023: The Daley Note: January 9, 2023. It’s no secret East Daley is bullish on natural gas production heading into 2023 – and ...
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DT Midstream Keeps LEAP Expansion on Track

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DT Midstream (DTM) is making quick progress on the company’s LEAP expansion, adding more pipeline to move gas to market in the ArkLaTex Basin.
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Pembina Buys Alliance, Aux Sable Stakes for C$3.1B

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Pembina Pipeline (PBA) will buy Enbridge’s (ENB) interests in Alliance Pipeline, Aux Sable, and NRGreen for C$3.1B. The assets connecting Western ...
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