East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

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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Cowboy Up: WES Rides Rig Rally in Powder River

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Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets. Rig counts in ...
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Uinta Railway Project Heads to Supreme Court

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The US Supreme Court has agreed to review a case over permitting of a proposed railroad project road out of the Uinta Basin. The proposal, the Uinta ...
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Record Ethane Production Bodes Well for 2Q24 Earnings

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Ethane was the top commodity performer in the latest monthly data from the EIA, and by a mile. Higher ethane recovery predicted earlier by East Daley ...
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Golden Pass LNG Isn’t Taking the Easy Route

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Golden Pass LNG owners QatarEnergy and ExxonMobil (XOM) have filed with a bankruptcy court to oust Zachry Holdings as the lead contractor for the ...
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