East Daley Analytics – Dissecting the Energy Value Chain
 
PSX announced a $2.2B acquisition that elevates the company’s status as one of a few major integrated NGL players. PSX is acquiring the following assets from EPIC:  
  • An NGL long-haul pipeline connecting Permian Basin supply to Corpus Christi, Sweeny and Mont Belvieu demand markets along the USGC (see map below). The pipeline has a capacity of 175 Mb/d and will be expanded to 350 Mb/d.
  • A purity product distribution system that can move purity NGL products bi-directionally between Corpus Christi, Sweeny and Mont Belvieu. The asset system has a capacity of 450 Mb/d. 
  • Two fractionation units near Corpus Christi with 170 Mb/d of capacity, expandable to 280 Mb/d.  

East Daley believes the next move in integration musical chairs is for PSX to target G&P asset systems that feed EPIC and are not already owned by one of the large midstream companies. Four of these systems are in the Delaware and one is in the Midland. 

Join us on January 15th for an in-depth discussion of this acquisition and East Daley's insights on what lies ahead.

Reserve Your Spot Today

Meet your Webinar SpeakerS:

rob

Rob Wilson

VP of Product

Chris

Chris Noonan

VP of Sales and Marketing

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Who Is East Daley?

At East Daley Analytics, we provide the most comprehensive and actionable insights into the energy sector. With a focus on midstream and upstream energy markets, our team delivers unmatched expertise through data-driven analysis, reports, and innovative solutions. Our webinars are designed to offer industry professionals the latest trends, market dynamics, and key insights to help them make informed decisions in a rapidly evolving energy landscape. With our commitment to transparency and accuracy, East Daley helps you navigate complex energy markets with confidence.

Our Methodology

Granular Asset-Level Data

Deep, detailed tracking of energy assets across the midstream and upstream sectors for accurate and specific market insights.

Market Supply and Demand Forecasting

Projections based on real-time data and historical trends to provide accurate future outlooks.

Commodity Flow Analysis

Detailed analysis of commodity flows to identify market shifts and critical supply chain bottlenecks.

Earnings Model Integration

Incorporating company-level earnings with market data to create a full picture of financial performance in the sector.

Scenario Modeling

Using scenario-based analysis to test potential outcomes for market developments, helping clients assess risk and make strategic decisions.

Real-Time Market Monitoring

Ongoing monitoring of key indicators and market changes to ensure clients receive timely, relevant updates.

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