East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

Need a Permian Update? Targa Could Spill the Tea

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We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...
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Waha Pain is Ethane’s Gain as Gas Goes Negative

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Natural gas prices have been hammered recently in the Permian Basin, routinely trading below zero since March as pipelines conduct seasonal ...
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Limp Haynesville Delivery has Bulls at Attention

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$1-handle gas is proving a real downer in the Haynesville, where producers have had a hard time keeping flows up recently. Unexpectedly soft ...
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Without LEG, Williams Loses Kick to 2024 Earnings

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A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...
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Enterprise Secures SPOT Permit After Court Ruling

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Enterprise Products (EPD) has secured a deepwater port license for its Sea Port Oil Terminal (SPOT) after a favorable appellate court ruling, moving ...
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TETCO Readies Pipeline to Serve New LNG Project

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Federal regulators have given Enbridge (ENB) the green light to start a new pipeline serving an LNG project finishing construction on the Louisiana ...
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Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

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Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
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What Comes After Matterhorn? Battle Heats Up to Build Next Permian Pipe

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Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.
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Ruling Gives Life to Under-the-Radar Pipe Project

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National Fuel Gas (NFG) recently received a favorable ruling for its Northern Access pipeline project that could open new takeaway from the ...
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For Canada, TMX is a License to Fill

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Unshackled at last, producers in Western Canada plan to raise crude oil output in anticipation of the new Trans Mountain Pipeline expansion (TMX). In ...
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