East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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Golden Pass LNG Start Delayed to Late 2025

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Partners ExxonMobil (XOM) and Qatar Energy have pushed back the start date for Golden Pass LNG to late 2025 following the bankruptcy of lead ...
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Enterprise Expanding Terminal to Meet Global NGL Demand

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Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...
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Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

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A Whitewater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, a new 42-inch gas line out of the Permian ...
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Bakken NGL Battle Creates Downside for ONEOK

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The battle for Bakken NGLs could prove a costly one for ONEOK (OKE). Kinder Morgan (KMI) is taking on the basin leader with its decision to convert ...
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Hess Pushes on the Bakken Gas Bubble

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Hess Midstream (HES) wants to repurpose a pipeline in North Dakota to move natural gas from its Tioga plant to the Northern Border Pipeline (NBPL). ...
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Golden Pass LNG Cleared for Finish After Bankruptcy Settlement

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A bankruptcy court last Wednesday (July 24) approved a settlement agreement between Zachry Holdings and Golden Pass LNG that will allow ExxonMobil ...
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Another NGL Knife Fight (Bakken Edition)

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Kinder Morgan’s (KMI) conversion of Double H Pipeline from crude to an NGLs pipe is poised to disrupt the Bakken NGL market. The move poses a direct ...
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Matterhorn Pipe Start Pushed to 4Q24

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The expected start-up of the Matterhorn Express Pipeline has been pushed to 4Q24, according to a recent update by the contractor building the ...
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Start of ADCC Pipe Clouds View of South Texas Market

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Whistler Pipeline and Cheniere Energy (LNG) have started service on the ADCC Pipeline to the Corpus Christi LNG facility. The new 42-inch line is an ...
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