ET Has Caught Up in the Permian G&P Race
Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems.
The Daley Note
Cureton Synergies in Action
The Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of…
Will Bottlenecks Derail Mountain Valley’s Potential?
After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for…
Evangeline Pass Adds Capacity, Tightens Southeast Markets
Venture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in…
M&A in Permian: A Knife Fight for the NGL Barrel
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas Liquids, The Daley Note, Western Midstream Partners
In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF)…
Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project
Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for…
Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape
An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern…
Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project
Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a…
Supply Outlook Diverges for Two Rockies Basins
East Daley recently revised our crude oil supply forecast in the Powder River and Denver-Julesburg basins based on diverging trends.
ET Eyes More Ethane Recovery from Rover Pipeline
Energy Transfer is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement…