East Daley Analytics – Dissecting the Energy Value Chain
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Energy Insights and News
1 Nov

Bison Xpress a Key Piece of Bakken Jigsaw

Posted by: Zach Krause
Comments: 0
One project East Daley is closely monitoring is TC Energy’s (TRP) Bison XPress. The project aims to expand natural gas takeaway from North Dakota and ...
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31 Oct

Matterhorn Start Displaces Carthage Flows to Texas Coast

Posted by: Oren Pilant
Comments: 0
Southbound flows on Natural Gas Pipeline of America (NGPL) from Carthage to the Houston Ship Channel fell from an average of 1.2 Bcf/d in September ...
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30 Oct

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 ...
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29 Oct

KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
Comments: 0
Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...
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25 Oct

KMI Signs Golden Pass to New Texas Pipeline

Posted by: Oren Pilant
Comments: 0
Kinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project designed to deliver up to 2.8 Bcf/d of gas from ...
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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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23 Oct

Transco Rate Case Keeps the Bulls Running for WMB

Posted by: Zach Krause
Comments: 0
Williams (WMB) has filed a Section 4 rate case for Transcontinental Gas Pipe Line (Transco) with big implications for performance next year. ...
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22 Oct

Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
Comments: 0
Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy markets. Natural gas flows have ramped quickly, ...
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18 Oct

Chevron’s DJ Strategy: More Bullhorn, Less Drillbit

Posted by: James Taylor
Comments: 0
The Denver-Julesburg Basin continues to lose steam as multiple operators have laid down rigs in the second half of 2024. The latest to pull back is ...
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17 Oct

New Name South Bow Fills Investor Niche

Posted by: Gage Dwan
Comments: 0
South Bow Corp. (SOBO) began operating as an independent pipeline company on October 1 following its spinoff from TC Energy (TRP). Investors ...
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