Data Center Demand Could Send Midstream to the Moon
The energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…
Energy Transfer
Big Ethane Contracts Scramble the NGL Outlook
Enterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.
A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View
Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…
Pipeline Work Will Disrupt Permian Crude Flows
Maintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines will disrupt crude flows out of the Permian Basin in June.
Limp Haynesville Delivery has Bulls at Attention
Unexpectedly soft deliveries are creating headaches for pipelines and causing Haynesville supply to decline much faster than East Daley had…
Without LEG, Williams Loses Kick to 2024 Earnings
A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…
Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs
Moss Lake Partners’ proposed DeLa Express pipeline could shake up NGL markets by moving supply directly to fractionators and export…
FTC Request Delays CHK-SWN Merger
Chesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…
A Dark Horse for NGL Upside in 2024
The Permian Basin will drive new NGL supply growth in 2024. Yet it may come as a surprise which midstream…
Chesapeake Puts 1 Bcf/d of Production on Hold
Chesapeake will pull back on drilling and new well starts in response to low natural gas prices. CHK is one…