Freeport Extends LNG Outage to November
Freeport LNG has extended by ~1 month the planned outage at the export facility, pushing the timeline to re-start initial…
The Daley Note
MPLX Targets Harmon Peak Expansion
MPLX recently announced plans to expand its Harmon Creek processing plant in southwestern Pennsylvania.
Bad News Bakken Bears
OKE’s pre-earnings release struggles are likely due to investors’ bearish sentiment surrounding the April freezing events in the Bakken, macro…
More than Meets the Eye in Ethane
The Energy Administration (EIA) recently announced it expects ethane production to grow by 9% in 2H22, from 2.4 MMb/d to…
Frac Constraints Arrive Sooner on Medford Outage
The July explosion at ONEOK’s Medford fractionator has disrupted NGL supply chains and will hasten the onset of frac constraints,…
MPLX Targets Harmon Peak Expansion
MPLX recently announced plans to expand its Harmon Creek processing plant in southwestern Pennsylvania.
More than Meets the Eye in Ethane
The Energy Administration (EIA) recently announced it expects ethane production to grow by 9% in 2H22, from 2.4 MMb/d to…
Freeport Extends LNG Outage to November
Freeport LNG has extended by ~1 month the planned outage at the export facility, pushing the timeline to re-start initial…
Bad News Bakken Bears
OKE’s pre-earnings release struggles are likely due to investors’ bearish sentiment surrounding the April freezing events in the Bakken, macro…
Demand Stinks, Yet Declining Storage Suggests World is Short Oil
Energy Information Administration (EIA) data for the week ending August 19 continues to show weakening domestic petroleum demand relative to…