East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

Data Center Demand Could Send Midstream to the Moon

Comments: 0
The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...
Read

Hope Springs Eternal as Mountain Valley Nears Start

Comments: 0
Mountain Valley Pipeline (MVP) has sprung a leak, just weeks away from a planned start of the new pipeline. Despite the goal-line setback, we have ...
Read

Big Ethane Contracts Scramble the NGL Outlook

Comments: 0
It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench into NGL markets. The midstream company ...
Read

A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View

Comments: 0
Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut our Henry Hub forecast by ...
Read

Pipeline Work Will Disrupt Permian Crude Flows

Comments: 0
Upcoming maintenance work on the Wink-to-Webster and Midland-to-Echo III pipelines in June will disrupt normal operations out of the Permian Basin ...
Read

LNG Growth Can Flip Economics Driving Gas Prices

Comments: 0
Driven by new LNG projects, natural gas demand growth is poised to exceed supply in 2025, according to our latest Macro Supply and Demand Forecast. ...
Read

In 2025, Gas Could Break Through to Other Side

Comments: 0
Natural gas producers are suffering through a terrible year in 2024 featuring decades-low prices and an unprecedented storage glut. But if operators ...
Read

A Multi-tool Pipe has Enterprise Ready for the Unexpected

Comments: 0
Enterprise Products (EPD) plans to convert its Seminole Pipeline back to crude oil service next year, the latest flex by EPD for the multi-use ...
Read

Plaquemines LNG Takes First Gas in Project Milestone

Comments: 0
Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana ...
Read

Need a Permian Update? Targa Could Spill the Tea

Comments: 0
We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...
Read