Matterhorn Start Displaces Carthage Flows to Texas Coast
Southbound flows on NGPL from Carthage to the Houston Ship Channel fell from 1.2 Bcf/d in September to just 200…
Permian
KMI Signs Golden Pass to New Texas Pipeline
Kinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project to deliver up to…
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.
Developer Targets Texas Coast for New Storage Hub
The start of new gas infrastructure in South Texas could spark development of more Gulf Coast storage.
Tiger II Plant Roars to Life for EnLink
EnLink Midstream has wasted no time putting its Tiger II plant to work in the Delaware. Volumes jumped immediately after…
Gas Expansions Bring New Problems Moving Permian Oil
New investments that solve for the Permian gas egress problem are likely to advance when constraints emerge moving crude oil.
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…
Permian’s Last Expandable Pipe Adds New Investors
Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…