Ethane Momentum Stalls Until Next Project Wave
With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and…
Natural Gas Liquids
Matterhorn Begins Flowing Gas from Permian
The Matterhorn pipeline has started flowing gas near Katy. East Daley expects supply growth across Permian commodities in 4Q24 thanks…
Expansions Open New Ethane Demand
Executive Summary: Rigs: The total rig count decreased by 4 for the September 8 week, down to 561 from 565.…
The Case for Bakken Ethane
Though unloved now, East Daley believes the Bakken will play a larger role as a supplier of ethane than commodity…
Why Bakken Ethane is Ready to Shine
Executive Summary: Rigs: The total rig count decreased by 12 for the September 1 week, down to 556 from 568.…
New Projects to Open Bakken NGL Markets
The market for Bakken NGLs is set to open from several new pipeline projects.
Why ONEOK is Rebuilding the Medford Frac
ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…
The Why Behind ONEOK Medford Frac Rebuild
Executive Summary: Rigs: The total rig count decreased by 2 for the August 25 week, down to 566 from 568. Flows: Constraints…
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…
New Projects Will Change Bakken NGL Dynamics
Executive Summary: Rigs: The US total rig count decreased by 2 for the August 18 week, down to 563 from…