Small WY Town Carries Big Weight in Crude Logistics
The small town of Guernsey in Wyoming is easily missed on a map. Yet Guernsey has outsized importance in oil…
The Daley Note
Long-awaited Project FID Adds to Permian Momentum
Kinder Morgan (KMI) and partners will move forward with a long-awaited expansion of Gulf Coast Express Pipeline (GCX), adding more…
Midstreamer Bucks the Haynesville Slump
Haynesville gas production has fallen over 3 Bcf/d in 2024, dragging volumes down on many of the largest gathering systems.…
Bison Xpress a Key Piece of Bakken Jigsaw
East Daley is closely watching TC Energy’s Bison XPress to expand gas takeaway from the Bakken. The project is one…
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…
Shell Cracker Draws Northeast Ethane to Record High
Ethane production in the Northeast hit a new record in 2Q24 of 394 Mb/d, led by demand from Shell’s Monaca…
KMI, ET Duel to Meet Southeast Demand Growth
Kinder Morgan (KMI) and Energy Transfer (ET) have launched dueling projects to move more natural gas to the Southeast.
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.…
Transco Rate Case Keeps the Bulls Running for WMB
Williams (WMB) has filed a rate case for the Transco pipeline with big implications for performance next year. Consensus estimates…