7Jun2024Energy Transfer Makes a Play for Midland NGLsEnergy Transfer, Natural Gas Liquids, PermianEnergy Transfer has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of…READ
21May2024Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B DealEagle Ford, Energy Transfer, Enterprise, Kinder Morgan, Natural Gas, The Daley Note, Western Midstream PartnersSilverBow Resources has reached a deal to be acquired by Crescent Energy valued at $2.1B. The agreement with CRGY comes…READ
16May2024Price Curve Misses Ethane Export SurgeEnergy Transfer, Enterprise, Natural Gas Liquids, The Daley NoteGlobal demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the…READ
14May2024Data Center Demand Could Send Midstream to the MoonEnergy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsThe energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…READ
9May2024Big Ethane Contracts Scramble the NGL OutlookEnergy Transfer, Enterprise, Natural Gas Liquids, Permian, The Daley NoteEnterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.READ
8May2024A Golden Pass Delay Would Bend, Not Break Bullish ‘25 ViewArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsBloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…READ
7May2024Pipeline Work Will Disrupt Permian Crude FlowsCrude, Energy Transfer, Enterprise, MPLX LP, Permian, PlainsMaintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines will disrupt crude flows out of the Permian Basin in June.READ
24Apr2024Limp Haynesville Delivery has Bulls at AttentionArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteUnexpectedly soft deliveries are creating headaches for pipelines and causing Haynesville supply to decline much faster than East Daley had…READ
23Apr2024Without LEG, Williams Loses Kick to 2024 EarningsArkLaTex, Energy Transfer, Equity, Natural Gas, The Daley Note, WilliamsA delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…READ
17Apr2024Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast FracsEnergy Transfer, Enterprise, Natural Gas Liquids, Permian, Targa, The Daley Note, WilliamsMoss Lake Partners’ proposed DeLa Express pipeline could shake up NGL markets by moving supply directly to fractionators and export…READ