Choked Haynesville Supply Hints at Brighter Year Ahead
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to East Daley’s…
Energy Transfer
Coincidence? Permian Production is Primed to Pop as WTI Falls
Permian Basin oil production is primed to grow along with natural gas in 4Q24 when Matterhorn Express Pipeline comes online.…
ONEOK the Consolidator (Medallion Edition)
ONEOK (OKE) is buying Medallion Midstream for $2.6B and expanding into Permian crude gathering. Strategically the move makes sense, and…
Matterhorn is Great for Commodities – Except One
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the…
Pipes, Plant Expansions Support Next Permian Growth Phase
Energy Transfer, Enterprise, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley sees Permian Basin gas production growing ~1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines.…
Energy Transfer, True Co. Fight for Next Bakken Barrel
East Daley expects the competition to move crude oil production growth from the Bakken will come down to two pipelines.
Permian NGL Dynamic Ready to Flip, Leaving Some Behind
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note
Permian NGL takeaway capacity is extremely tight now, but that dynamic is about to change, according to East Daley’s basin…
Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar
Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with…
ET Has Caught Up in the Permian G&P Race
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems.
M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…