A Breather for Mont Belvieu
A tight market is attracting new investments in the NGL space. East Daley expects developers to add 955 Mb/d of…
The Daley Note
Court Ruling Ends Hope for a 2023 Start of MVP
A new court ruling ends hope for a 2023 start of the Mountain Valley Pipeline in the Northeast.
Dual Reality: Why East Daley Maintains Two Supply Forecasts
East Daley Analytics maintains and regularly updates two natural gas supply forecasts for our commodity and equity models.
Westworld: Premium Market Draws Gas Across the US
Natural gas price spreads to the West Coast continue to blow out, pulling gas from across the country to capitalize…
Targa May Join Race to Build Next Permian Pipeline
Targa Resources (TRGP) is planning a new pipeline to move natural gas from the Permian Basin to the Texas Gulf…
Energy Transfer Flexes Dry Powder in Lotus Midstream Acquisition
Energy Transfer (ET) plans to acquire Lotus Midstream for $1.45B ($900MM cash), raising the midstream giant’s profile in Permian crude…
Party’s Over: Line 2000 Return Brings Short Relief to Permian Prices
The long-awaited restart of El Paso system’s Line 2000 brought Permian producers only a few weeks of relief from low…
Latest Project FIDs Bring Next LNG Wave into View
Two LNG export projects have made a final investment decision, moving the sector closer to a second LNG wave East…
New Pipeline Could Move Matterhorn, Permian Gas Further Downstream
Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that appears to be an extension of…
Trans Mountain Expansion Faces More Delays, Cost Hikes
Heavy oil producers in Western Canada will have to keep waiting before a pipeline expansion to the Pacific Coast opens…