East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel
Comments: 0
The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...
Read

Canada Conquers Back

Posted by: Kristy Oleszek
Comments: 0
President-elect Donald Trump recently created a diplomatic row by suggesting Canada could be taken over through “economic force”. From the vantage of ...
Read

Winter Blitz Calls Transco Expansions into Action

Posted by: Zach Krause
Comments: 0
Winter has arrived with a vengeance across the eastern US. A series of storms has ignited heating demand and increased flows on expanded segments of ...
Read

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson
Comments: 0
Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...
Read

Venture Global, Cheniere Usher in Next LNG Wave

Posted by: Ian Heming
Comments: 0
A long-awaited wave of new LNG demand is coming into view from two Gulf Coast projects. Venture Global has exported the first commissioning cargo ...
Read

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
Comments: 0
The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...
Read

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek
Comments: 0
Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...
Read

With FID, KMI Hints at Next Wave of Capital Spending

Posted by: Zach Krause
Comments: 0
Kinder Morgan (KMI) subsidiary Tennessee Gas Pipeline (TGP) is moving forward with the Mississippi Crossing project, securing long-term agreements ...
Read

Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
Comments: 0
Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...
Read

Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

Comments: 0
Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...
Read
1 2 3 4 5