Up to Snow Good: Looser Winter Market Creates Risk for Gas Bulls
East Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…
Northeast
Terminal Expansion Creates Relief Valve for Northeast NGLs
The Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure.…
US Can Backfill Only So Much of Global Crude Supply Gap
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Middle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…
Enbridge Expands Routes to Cushing With $2.55B Tallgrass Acquisition
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Enbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…
Appalachia Producers are Done Buying Pipe
Lured by growing local demand, Appalachia gas producers are walking away from long-haul firm transportation. Utica producer Ascent Resources cut…
Permian Growth Story Broadens Following 2Q26 Earnings
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Permian growth is becoming more broad-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips…
The Easy Expansions are Growing Scarce out of Permian
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Permian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast…
Western Gateway FID Takes Aim at California’s Tightening Products Market
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Northeast, Permian, Phillips 66, Plains, Powder River, Uinta, WCSB
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…
Enterprise Pipeline Faces a Contract Reckoning
Enterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system moves Marcellus and Utica volumes…
Data Centers Drive Higher Northeast Supply Outlook
East Daley Analytics has revised up our gas supply forecast for the Northeast as developers continue to announce new data…