New Markets, E&P Interest Push Uinta Oil to New Highs
The Uinta Basin in Utah is on pace to produce 193 Mb/d of crude oil by YE24. Increased development and…
The Daley Note
WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage
WhiteWater Midstream has entered the Haynesville and taken FID on the Pelican Pipeline, a 1.75 Bcf/d line linking Haynesville development…
Boardwalk Grapples with Industry Giants for Southeast Market
East Daley recently reported on the ET South Mississippi and KMI Mississippi Crossing projects. Boardwalk Pipelines is also pursuing an…
The Hot Cash-and-Carry Trade in Energy
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an…
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…
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…