East Daley Analytics – Dissecting the Energy Value Chain

Rob Wilson

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

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

The New Swing Supply in Ethane

Posted by: Rob Wilson
Comments: 0
The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...
Read

An Ethane Customer in Need

Posted by: Rob Wilson
Comments: 0
Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...
Read

Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
Comments: 0
Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...
Read

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
Comments: 0
NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
Read

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
Comments: 0
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
Read

Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
Comments: 0
Ethane production in the Northeast (Marcellus & Utica) hit a new record level in 2Q24 of 394 Mb/d, led by demand from Shell’s (SHEL) Monaca ...
Read

Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
Comments: 0
Four months ago, East Daley was bearish ethane price. In our early June ’24 Ethane Supply & Demand Report, we predicted robust ethane supply ...
Read

Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson
Comments: 0
With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and demand. The ...
Read
1 2