Growth for Grand Prix, Caution Flag for Peers
Recent tariff updates by Targa Resource’s (TRGP) Grand Prix NGL pipeline suggest the company could be taking business from competitors…
Natural Gas Liquids
A Breather for Mont Belvieu
A tight market is attracting new investments in the NGL space. East Daley expects developers to add 955 Mb/d of…
NGL Production Falls 10% in December as Flaring, Ethane Rejection Soar
NGL production declined 10% M-o-M and 4% Y-o-Y in December – the first decline since Winter Storm Uri.
NGL Investors Dust Off the Oldies
EnLink Midstream plans to restart the 145 Mb/d Gulf Coast Fractionators facility in Mont Belvieu, adding much-needed fractionation capacity to…
Alliance Pipeline: Full Pipe, Falling Outlook
Despite a strong performance, East Daley has lowered our outlook for the Alliance Pipeline due to several significant contract roll-offs.
Everything is (Not Quite) Bigger in Texas
ONEOK will build a sixth NGL fractionator at Mont Belvieu to replace its Medford, OK frac.
Top Stories of 2022: What a Difference a Frac Makes
A July explosion at ONEOK’s (OKE) Medford, OK fractionator exposed tightness in frac capacity, hastening the arrival of constraints seen…
Top Stories of 2022: Targa Acquiring Lucid Energy for $3.55 Billion
Targa Resources (TRGP) is acquiring Lucid Energy for $3.55 billion. We see a great strategic fit that could create opportunities…
Top Stories of 2022: Enterprise-Navitas Deal Bumps 2023 EBITDA
East Daley Analytics expects the $3.25 billion acquisition of Navitas Midstream to generate a significant 2023 EBITDA upside for Enterprise…
Utica Play a Three-Way Opportunity for Midstream
A new Utica shale play could light a fire under Northeast midstream companies by bringing new investments to handle or…