Enterprise

5Dec2023

Midstream is Ripe for More M&A

Dirty Little Secrets, Enterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, Williams

Midstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. The new Dirty Little…

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8Nov2023

Pipe Conversion Will Tighten Permian Egress

Crude, Enterprise, Natural Gas Liquids, Permian, The Daley Note

Enterprise Products (EPD) is converting the 210 Mb/d Midland-to-ECHO 2 (M2E2) pipeline from crude service back to NGLs.

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11Oct2023

Drought Threatens LPG Export Growth

Energy Transfer, Enterprise, Natural Gas Liquids, The Daley Note

A drought is restricting tanker traffic through the Panama Canal and could slow growth of Gulf Coast LPG exports.

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25Sep2023

Can LPG Exports Continue to Grow?

Energy Transfer, Enterprise, Natural Gas Liquids, Targa, The Daley Note

LPG exports are up 5% YTD in 2023 vs 2022, and companies expect more demand from new propane dehydrogenation (PDH)…

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29Aug2023

Silverbow-CHK Asset Sale Could Shuffle Eagle Ford Rigs

Enterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, Williams

SilverBow Resources has struck a deal with Chesapeake Energy to acquire assets in the Eagle Ford shale for $700MM. The…

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28Aug2023

Another One! ONEOK Adds to Permian NGL Pipeline Push

Energy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Targa, The Daley Note

ONEOK (OKE) plans to loop its West Texas NGL (WTX NGL) pipeline, joining an industry push to expand NGL pipelines…

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18Aug2023

Propane Storage Glut Could Spur More Exports

Energy Transfer, Enterprise, The Daley Note

Rising propane stocks have become a major pressure point weighing on the market.

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24Jul2023

Fresh Pavement on the Road to El Dorado

Enterprise, Equity, Kinder Morgan, Natural Gas, The Daley Note

Previously in EOG on the Road to El Dorado, East Daley discussed EOG building a 41-mile, 36-inch pipeline to move…

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12Jul2023

Enterprise Permits New NGL Pipeline Out of Permian

Enterprise, Natural Gas Liquids, The Daley Note

Enterprise Products (EPD) has permitted a new NGL pipeline out of the Permian Basin that appears to follow the same…

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13Apr2023

Enterprise Lowers View on Commodity Supply

Crude, Enterprise, Natural Gas, Natural Gas Liquids

EPD has lowered supply growth expectations. EPD’s short- to medium-term gas forecast mostly aligns with East Daley’s outlook, but diverge…

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