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…
Natural Gas Liquids
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…
Lower Commodity Prices Drag on Pembina Outlook
Pembina Pipeline (PBA) guided 2023 Adjusted EBITDA between $3.5 – $3.8 billion, lower at the midpoint than East Daley’s forecast…
Plains to Sell Alberta NGL Assets; We Model Supply Growth for Canada
Plains All American (PAA) will sell its 21% interest in Keyera Fort Saskatchewan back to Keyera (KEY) for $270 million.…
Dirty Little Secrets Preview: Who Gives a Frac?
Planned fractionation expansions are no match for NGL production growth in 2023, which East Daley expects will lead to tight…