East Daley Analytics – Dissecting the Energy Value Chain
NGL Insider

ET Readies Flexport Expansion in Noisy Export Market

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Executive Summary: Infrastructure: Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Rigs: The total ...
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Repauno Port Challenges ET’s Dominance in Northeast

Posted by: Julian Renton
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Executive Summary: Infrastructure: The emergence of the Repauno Port & Rail Terminal marks a pivotal shift in the Northeast LPG market. Rigs: The ...
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Too Much Propane? How Canada’s Gas Windfall Is Headed South

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Executive Summary: Infrastructure: A massive reserve revision is shaping the Canadian propane narrative, and the effects are already crossing the ...
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Permian or Bust: Why the 2025 NGL Growth Story Just Got Narrower

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Executive Summary: Infrastructure: East Daley’s latest 2025 NGL Purity Product Forecast trims expected growth by 68 Mb/d compared to March. Rigs: The ...
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New Refining Rule to Lift Butane Production

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Executive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig count increased ...
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Tariff Battle Poses Risk to ’25 Propane Outlook

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Executive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following a ...
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Negative Waha Prices Set to Lift Ethane Recovery

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Executive Summary: Infrastructure: Waha natural gas prices have turned negative, setting up the ethane market for increased supply this spring. Rigs: ...
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Harmon Creek Expansion to Boost Northeast Ethane Supply

Posted by: Rob Wilson
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Executive Summary: Infrastructure: MPLX is building a 40 Mb/d de-ethanizer at its Harmon Creek complex in the Northeast, though the company has not ...
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Rising Gas Prices Pose Risk to Northeast NGL Growth

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Executive Summary: Infrastructure: Rising gas prices could exert downward pressure on Northeast NGL production. Rigs: The total US rig count ...
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Tariffs Pose Risk to Record LPG Exports

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Executive Summary: Infrastructure: An escalating trade war with China could put some LPG exports at risk. Rigs: The total US rig count decreased by 2 ...
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