Enterprise Pipeline Faces a Contract Reckoning
Enterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system moves Marcellus and Utica volumes…
The Daley Note
Western Gateway is a $5B Bet on Tighter California Products Market
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…
New King of the Hill: Targa Poised to Take Frac Crown at Mont Belvieu
Targa Resources will soon overtake Enterprise Products as Mont Belvieu’s largest fractionator, ending Enterprise’s six-and-half-year run atop the region.
Data Centers Drive Higher Northeast Supply Outlook
East Daley Analytics has revised up our gas supply forecast for the Northeast as developers continue to announce new data…
LNG Wave Builds to 35 Bcf/d, Putting Onus on Gas Supply
The US LNG buildout continues to advance, but the industry’s next constraint may be securing enough natural gas to feed…
Texas Freezes Data Center Approvals, Leaving New Gas Demand in Limbo
Texas has temporarily suspended permitting for new data centers to conduct an audit of pending projects, putting several Bcf/d of…
$5.5B Momentum Deal Gives Williams More Leverage in the Haynesville
Williams will buy Momentum Midstream from EnCap Flatrock Midstream for up to $5.5B. The acquisition kills two birds for WMB:…
The Next Ethane Supply Wave? Try the Anadarko
Rising Waha natural gas prices are pressuring the economics of Permian ethane recovery, while expanding domestic and international consumption is…
Shell, Phillips 66 Test Market for Explorer Pipeline Stake
Shell and Phillips 66 are testing interest in their combined 60.5% stake in Explorer Pipeline at a valuation near $3.5B,…
Ship Construction Boom Breaks Constraint on Ethane Exports
The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…