East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (7)

Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

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Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...
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Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

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Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...
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Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

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Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...
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Best of 2024: Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek
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Best of 2024: The Daley Note: July 23, 2024. Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. ...
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Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

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Best of 2024: The Daley Note: June 25, 2024. In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and ...
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Best of 2024: Data Center Demand Could Send Midstream to the Moon

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Best of 2024: The Daley Note: May 14, 2024. The industry is abuzz about data centers and their potential to juice future natural gas demand. East ...
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ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani
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Santa came early for the Permian industry as Energy Transfer (ET) will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior ...
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Wheelin’ ONEOK Sells Gas Pipelines to DTM

Posted by: Ajay Bakshani
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DT Midstream (DTM) acquired ONEOK’s (OKE) wholly-owned interstate gas pipelines (Guardian, Viking, and Midwestern Gas Transmission) for $1.2B. The ...
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An Ethane Customer in Need

Posted by: Rob Wilson
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Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...
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Uinta Development Spurs Midstream Expansions

Posted by: Ian Heming
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The Uinta Basin may fly under the radar of some analysts, yet the area is drawing investments from two of the leading midstream companies. Williams ...
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