Choked Haynesville Supply Hints at Brighter Year Ahead
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to East Daley’s…
The Daley Note
New Projects to Open Bakken NGL Markets
The market for Bakken NGLs is set to open from several new pipeline projects.
Williams Asks for Emergency Permit to Keep Transco Expansion Running
Williams (WMB) has filed for an emergency permit to keep a new expansion operating on its Transco system after an…
New Pipelines Shift Permian Volatility Downstream
The new Blackcomb Pipeline will help resolve takeaway issues from the Permian Basin but will likely create other problems moving…
Why ONEOK is Rebuilding the Medford Frac
ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. The move…
Just Chill: Cooldown Cargo Advances Next LNG Project
Venture Global recently received its first vessel at Plaquemines LNG. The company is using a cooldown cargo instead of pipeline…
Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats Up
Enbridge Mainline is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf Coast, an acknowledgement of new…
Coincidence? Permian Production is Primed to Pop as WTI Falls
Permian Basin oil production is primed to grow along with natural gas in 4Q24 when Matterhorn Express Pipeline comes online.…
ONEOK the Consolidator (Medallion Edition)
ONEOK (OKE) is buying Medallion Midstream for $2.6B and expanding into Permian crude gathering. Strategically the move makes sense, and…
Matterhorn is Great for Commodities – Except One
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the…