4Dec2024Is a Marcus Hook Expansion Near? Dots Connect to Future ET ProjectEnergy Transfer, MPLX LP, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteWill Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? East Daley can see the outline…READ
21Nov2024Time to Talk Dock Expansions? Northeast LPG Capacity Looks TightEnergy Transfer, Natural Gas, Natural Gas Liquids, Northeast, The Daley NoteNGL production in the Northeast hit a new high in 2Q24 and East Daley expects output held at record levels…READ
19Nov2024Move Over Tyson-Paul, the Real Warrior is HereEnbridge, Energy Transfer, MPLX LP, Natural Gas, Oneok, Permian, Targa, The Daley NoteEnergy Transfer (ET) could reach a final investment decision on the Warrior Pipeline within weeks, management said on the 3Q24…READ
13Nov2024WhiteWater’s Pelican Project Tackles Louisiana Capacity ShortageArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsWhiteWater Midstream has entered the Haynesville and taken FID on the Pelican Pipeline, a 1.75 Bcf/d line linking Haynesville development…READ
12Nov2024Boardwalk Grapples with Industry Giants for Southeast MarketAnadarko, ArkLaTex, Energy Transfer, Kinder Morgan, Natural Gas, Northeast, The Daley NoteEast Daley recently reported on the ET South Mississippi and KMI Mississippi Crossing projects. Boardwalk Pipelines is also pursuing an…READ
8Nov2024The Hot Cash-and-Carry Trade in EnergyEnergy Transfer, Enterprise, Natural Gas Liquids, Oneok, Targa, The Daley NoteVery low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an…READ
5Nov2024Midstreamer Bucks the Haynesville SlumpArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, TC Energy, The Daley Note, WilliamsHaynesville gas production has fallen over 3 Bcf/d in 2024, dragging volumes down on many of the largest gathering systems.…READ
29Oct2024KMI, ET Duel to Meet Southeast Demand GrowthAnadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) and Energy Transfer (ET) have launched dueling projects to move more natural gas to the Southeast.READ
25Oct2024KMI Signs Golden Pass to New Texas PipelineEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteKinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project to deliver up to…READ
11Oct2024Out of the LOOP: Port is Fenced Out of Crude Export GrowthCrude, Energy Transfer, Enterprise, MPLX LP, The Daley NoteThe Louisiana Offshore Oil Port (LOOP) has missed out on rapid crude oil export growth due to its remote location…READ