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

Wheelin’ ONEOK Sells Gas Pipelines to DTM

Posted by: Ajay Bakshani
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DT Midstream (DTM) acquired ONEOK’s (OKE) wholly-owned interstate gas pipelines (Guardian, Viking, and Midwestern Gas Transmission) for $1.2B. The ...
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An Ethane Customer in Need

Posted by: Rob Wilson
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Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...
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Uinta Development Spurs Midstream Expansions

Posted by: Ian Heming
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The Uinta Basin may fly under the radar of some analysts, yet the area is drawing investments from two of the leading midstream companies. Williams ...
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More Permian Barrels Find a Home in Cushing

Posted by: Gage Dwan
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Crude flows are shifting to the Cushing hub thanks to changes in several basins serving the Oklahoma storage complex. The upshot is more demand for ...
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Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming
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A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...
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ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
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ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
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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 ...
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Blackstone Takes $3.5B Stake in EQT Midstream Assets

Posted by: Alex Gafford
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Blackstone Credit & Insurance (BXCI) has formed a joint venture with EQT Corp. to hold stakes in several of the Appalachian producer’s midstream ...
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Coterra Rides Permian Consolidation Wave

Posted by: James Taylor
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Coterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant Natural ...
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Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
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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 ...
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