Cliffhanger in Oil: Which Export Terminals Move Ahead?
Four projects hang in the balance to build deepwater export terminals in the Gulf of Mexico. The uncertainty has put…
Energy Transfer
Best of 2024: 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.
Best of 2024: 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)…
Best of 2024: 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…
The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer
Sunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…
The New Swing Supply in Ethane
Ethane supply has taken a hit on Enterprise’s ATEX Pipeline from the Northeast to the Gulf Coast as a result…
Boardwalk Strikes First in Race to Meet Southeast Growth
Boardwalk Pipeline has taken FID on the Kosci Junction project, moving ahead of several competing projects to meet demand growth…
ET Pipe FID Delivers Risk of a Permian Overbuild
Energy Transfer will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior Pipeline). The final decision is a…
An Ethane Customer in Need
Braskem Idesa is short ethane supply in southern Mexico. New Gulf Coast terminal expansionss are timed well to fill the…
Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals
A fast ramp by the Matterhorn pipeline appears to backing out natural gas from several pipelines at the Katy hub.