Ruling in LEG Dispute Opens Door to Pipe Action
Regulators have sided with Williams in a dispute with Energy Transfer over the Louisiana Energy Gateway (LEG) project, breaking a…
Energy Transfer
Gas Expansions Bring New Problems Moving Permian Oil
New investments that solve for the Permian gas egress problem are likely to advance when constraints emerge moving crude oil.
Gulf Run Ramps Southbound Deliveries to Golden Pass Pipeline
Energy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows…
Green Shoots for a Gas Basin Turnaround?
Anadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, Oneok, Targa, The Daley Note
Gas prices seem stuck near $2/MMBtu, yet some producers have been quietly growing rigs in the ArkLaTex (Haynesville) and Anadarko…
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…
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.