East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market

Rob Wilson

24 Oct

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 ...
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4 Oct

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 ...
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25 Sep

The Case for Bakken Ethane

Posted by: Rob Wilson
Comments: 0
Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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17 Sep

Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
Comments: 0
ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. Medford is far away from the bustling Mont ...
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19 Jul

A Propane Storage Glut Ahead? EDA Takes the Over

Posted by: Rob Wilson
Comments: 0
Can US propane storage levels top 100 MMbbl in 2024? After a mild winter, the topic is front and center among NGL traders as an indicator of possible ...
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