VLEC Fleet Growth Sets Up Next Leg of US Ethane Wave
The global ethane shipping fleet is entering its largest expansion cycle to date, removing a key physical constraints on future…
The Daley Note
ET Needs Other Levers to Make $2.625B Vaquero Deal Work
Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…
Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?
Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley Note
South Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…
The Permian Is Running Out of Road — and the Market Isn’t Pricing It
The crude oil highway from the Permian to the US Gulf Coast is getting crowded, but you would hardly know…
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…
Big Gator: Venture Global Lifts Plaquemines Pipe Capacity Ahead of Expansion
Venture Global has lifted the operational capacity of the Gator Express pipeline system by over 600 MMcf/d ahead of a…
Uinta Activity Builds Ahead of Price River Expansion
Producers in the Uinta Basin are increasing activity ahead of another step-up in the basin’s crude takeaway capacity.
Double E Expansion Spotlights the Missing Permian Link
Summit Midstream is moving forward with a 900 MMcf/d compression expansion of the Double E Pipeline in the Permian Basin.…
Coal Plant Retirement Puts Midwest Gas Demand in Focus
A federal appeals court on Sept. 11 vacated a Department of Energy order keeping Consumers Energy’s J.H. Campbell coal plant…
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.…