East Daley Analytics – Dissecting the Energy Value Chain
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Energy Insights and News
8 Feb

KMI Starts Markham Expansion, Adding to Storage Momentum

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Kinder Morgan (KMI) has started partial service on an expansion of the Markham gas storage facility on the Texas Gulf Coast. The announcement ...
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7 Feb

A New NGL Contender Enters the Ring

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MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...
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6 Feb

Bill Coming Due for Refiners as TMX Nears Completion

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As the Trans Mountain Pipeline Expansion (TMX) moves closer to start-up, the cost to US refiners and midstream operators is coming into sharper view. ...
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2 Feb

Permian Production Exits 2023 at a Record High

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Crude oil production from the Permian Basin exited 2023 at an all-time high of 6,115 Mb/d, according to East Daley Analytics’ forecast, punctuating a ...
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1 Feb

Grasslands Pipe Gives Bakken Shippers New Outlet

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A new joint pipeline project is helping move more natural gas south out of the Williston Basin to markets in the Rockies.
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31 Jan

LNG Export Pause Throws a Wrench in Gas Outlook

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The Biden administration is temporarily pausing export licenses for LNG projects while it studies the climate impacts of additional exports. The ...
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30 Jan

Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will impact earnings and, potentially, future options for ...
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26 Jan

Customers Line Up for Next LNG Wave

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LNG project developers continue to make progress in signing new customers, helping firm up the long-term outlook for natural gas demand in East Daley ...
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25 Jan

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...
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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...
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