Time to Talk Dock Constraints in the Northeast
Executive Summary: Rigs: The total rig count decreased by 2 for the October 6 week, down to 568 from 570.…
Natural Gas Liquids
Matterhorn Turns the Page on Ethane Glut
Four months ago, East Daley was bearish ethane price given there is no meaningful new demand coming online until mid-‘25.…
Fast Matterhorn Ramp Boosts 4Q Growth Outlook
Flows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.
Matterhorn Flips the Ethane Story
Executive Summary: Rigs: The total rig count decreased by 7 for the September 29 week, down to 565 from 572. Flows:…
Loading Fees Jump at LPG Docks
Executive Summary: Rigs: The total rig count decreased by 2 for the September 22 week, down to 565 from 567. Flows: There…
Pipe Launches Next Leg of Permian Growth
Executive Summary: Rigs: The total rig count decreased by 2 for the September 15 week, down to 564 from 566.…
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…
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…