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

Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
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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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KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
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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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KMI Signs Golden Pass to New Texas Pipeline

Posted by: Oren Pilant
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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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Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
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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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Transco Rate Case Keeps the Bulls Running for WMB

Posted by: Zach Krause
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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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Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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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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Chevron’s DJ Strategy: More Bullhorn, Less Drillbit

Posted by: James Taylor
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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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New Name South Bow Fills Investor Niche

Posted by: Gage Dwan
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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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Developer Targets Texas Coast for New Storage Hub

Posted by: Andrew Ware
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The start of new gas infrastructure in South Texas could spark development of more storage. Gulf Coast Midstream Partners (GCMP) is holding an open ...
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Summit Acquires Tall Oak in a Bet on Gas

Posted by: Maria Paz Urdaneta
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Summit Midstream (SMC) will acquire Tall Oak Midstream III for a mix of cash and equity. Tall Oak gives SMC its first G&P assets in the Arkoma ...
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