NGL Pipelines Ready for a Permian Supply Wave
East Daley Analytics predicts a big jump in Permian NGL volumes in 2023, driven by new investments in natural gas…
Natural Gas Liquids
EIA NGL Production Grows 5% Y-o-Y
EIA NGL production grew 3% M-o-M (250 Mb/d) and 5% Y-o-Y (293 Mb/d). TX Inland and New Mexico production came…
Pipeline Owners Await a Cash Flow Gusher
Many pipeline owners will see a record tariff increase of up to 13.3% starting as soon as July 1, setting…
OKE-MMP a Fine Blend for Butane Business
ONEOK’s purchase of Magellan Midstream should create compelling synergies in butane blending.
ONEOK Joins Midstream Elite with $19B Magellan Purchase
ONEOK’s (OKE) $18.8B acquisition of Magellan Midstream Partners (MMP) places the company at the head table in Midstream.
Exports, Marketing Drive a Big 1Q23 Beat for Targa
Midstream is a complex profit machine, a reality underscored by Targa Resources (TRGP) big 1Q23 beat. TRGP reported 8% above…
EIA NGL PRODUCTION grows 9% Y-o-Y
EIA NGL PRODUCTION grows 9% Y-o-Y, in line with East Daley Analytic’s Forecast.
Ethane Recovery Dries Up from Bakken
Recovered ethane volumes are down sharply in the Williston Basin so far in 2023, creating some risk for ONEOK (OKE)…
High Gas Prices Slow Ethane Recovery in Rockies
Ethane recovery has taken a hit in the Rockies as gas prices soared this winter. Volatile commodities could create risk…
Enterprise Lowers View on Commodity Supply
EPD has lowered supply growth expectations. EPD’s short- to medium-term gas forecast mostly aligns with East Daley’s outlook, but diverge…