What a Drag for Midstream
Soft refined products demand is dragging down East Daley’s outlook for Magellan Midstream.
The Daley Note
Midstreamer Readies for Gulf Coast Growth
Midstreamers in the Haynesville are expanding to meet Gulf Coast demand growth.
We’ll Take a Crack at Northeast Ethane
Ethane demand is growing in the Northeast with start-up of the region’s first ethylene cracker. East Daley reviews the NGL…
Summer’s Not Over in the Haynesville
Haynesville rigs have been climbing, bolstering East Daley’s bullish production outlook in the basin.
The KMCC Won’t Let Crude Rates Be
Volumes are rising on Kinder Morgan’s Crude and Condensate Pipeline along with falling contract rates.
A Tale of Two Basins at Western Midstream
Western Midstream could face a reduction in cash flow due to flattening or even declining Denver-Julesburg gas volumes.
Waha Moves: Some Midstreamers Win, Others Lose
Volatile Waha natural gas prices will affect Permian midstream companies in different ways.
Permian Nosedive Points to Gas Egress Concerns
East Daley forecasts Permian natural gas egress to tighten by late 2022, yet steep price discounting at Waha suggests takeaway…
Appalachian Growing Pains
East Daley models Northeast gas growth to be in maintenance mode. Appalachian growing pains are on the horizon barring Mountain…
Ladies & Gentlemen, Summit Has Left the Bison
Summit Midstream (SMLP) will sell its Bison Midstream gas gathering system in North Dakota to Steel Reef Infrastructure for $40…