The Daley Note (13)

Bakken NGL Battle Creates Downside for ONEOK

Posted by: East Daley Analytics

Comments: 0

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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2 Aug

Hess Pushes on the Bakken Gas Bubble

Posted by: East Daley Analytics

Comments: 0

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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1 Aug

Golden Pass LNG Cleared for Finish After Bankruptcy Settlement

Posted by: East Daley Analytics

Comments: 0

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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31 Jul

Another NGL Knife Fight (Bakken Edition)

Posted by: East Daley Analytics

Comments: 0

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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30 Jul

Matterhorn Pipe Start Pushed to 4Q24

Posted by: East Daley Analytics

Comments: 0

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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26 Jul

Start of ADCC Pipe Clouds View of South Texas Market

Posted by: East Daley Analytics

Comments: 0

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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25 Jul

Cowboy Up: WES Rides Rig Rally in Powder River

Posted by: East Daley Analytics

Comments: 0

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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24 Jul

Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar

Posted by: Ajay Bakshani

Comments: 0

Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with ET holding a ...

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23 Jul

Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek

Comments: 0

Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project is a shot across the bow of ONEOK ...

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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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