East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

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

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Comments: 0
Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...
Read

Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

Comments: 0
Best of 2024: The Daley Note: August 7, 2024. A WhiteWater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, ...
Read

Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

Comments: 0
Best of 2024: The Daley Note: June 25, 2024. In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and ...
Read

Best of 2024: Data Center Demand Could Send Midstream to the Moon

Comments: 0
Best of 2024: The Daley Note: May 14, 2024. The industry is abuzz about data centers and their potential to juice future natural gas demand. East ...
Read

The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Comments: 0
Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...
Read

Out of the LOOP: Port is Fenced Out of Crude Export Growth

Comments: 0
In many respects a premiere terminal asset, the Louisiana Offshore Oil Port (LOOP) nevertheless has missed out on rapid growth in Gulf Coast crude ...
Read

Anchor Deepwater Project Touches Many Pipes

Comments: 0
Chevron (CVX) has started production from the Anchor project in the deepwater Gulf of Mexico using new offshore technology for high-pressure ...
Read

Just Chill: Cooldown Cargo Advances Next LNG Project

Comments: 0
As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently ...
Read

Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats Up

Comments: 0
Enbridge (ENB) Mainline, Canada’s largest crude oil egress pipeline, is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf ...
Read
1 2 3 4 5