2May2023Ethane Recovery Dries Up from BakkenBakken, Natural Gas Liquids, OneokRecovered ethane volumes are down sharply in the Williston Basin so far in 2023, creating some risk for ONEOK (OKE)…READ
19Apr2023High Gas Prices Slow Ethane Recovery in RockiesGreen River, Natural Gas, Natural Gas Liquids, The Daley NoteEthane recovery has taken a hit in the Rockies as gas prices soared this winter. Volatile commodities could create risk…READ
13Apr2023Enterprise Lowers View on Commodity SupplyCrude, Enterprise, Natural Gas, Natural Gas LiquidsEPD has lowered supply growth expectations. EPD’s short- to medium-term gas forecast mostly aligns with East Daley’s outlook, but diverge…READ
13Apr2023Growth for Grand Prix, Caution Flag for PeersNatural Gas Liquids, TargaRecent tariff updates by Targa Resource’s (TRGP) Grand Prix NGL pipeline suggest the company could be taking business from competitors…READ
12Apr2023A Breather for Mont BelvieuEnergy Transfer, EnLink, Natural Gas Liquids, Oneok, The Daley NoteA tight market is attracting new investments in the NGL space. East Daley expects developers to add 955 Mb/d of…READ
8Mar2023NGL Production Falls 10% in December as Flaring, Ethane Rejection SoarNatural Gas LiquidsNGL production declined 10% M-o-M and 4% Y-o-Y in December – the first decline since Winter Storm Uri.READ
8Mar2023NGL Investors Dust Off the OldiesNatural Gas Liquids, The Daley NoteEnLink Midstream plans to restart the 145 Mb/d Gulf Coast Fractionators facility in Mont Belvieu, adding much-needed fractionation capacity to…READ
25Jan2023Alliance Pipeline: Full Pipe, Falling OutlookEquity, Natural Gas, Natural Gas Liquids, The Daley NoteDespite a strong performance, East Daley has lowered our outlook for the Alliance Pipeline due to several significant contract roll-offs.READ
17Jan2023Everything is (Not Quite) Bigger in TexasNatural Gas Liquids, The Daley NoteONEOK will build a sixth NGL fractionator at Mont Belvieu to replace its Medford, OK frac.READ
5Jan2023Top Stories of 2022: What a Difference a Frac MakesNatural Gas Liquids, The Daley NoteA July explosion at ONEOK’s (OKE) Medford, OK fractionator exposed tightness in frac capacity, hastening the arrival of constraints seen…READ