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

The Case for Bakken Ethane

Posted by: Rob Wilson
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Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
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Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...
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New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
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The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
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Williams Asks for Emergency Permit to Keep Transco Expansion Running

Posted by: Zach Krause
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Williams (WMB) has filed for an emergency permit to keep a new expansion operating on its Transcontinental Gas Pipe Line (Transco) in the ...
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New Pipelines Shift Permian Volatility Downstream

Posted by: Oren Pilant
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Any day now, a giant gas pipeline led by WhiteWater Midstream is due to start from the Permian Basin. Following Matterhorn Express, the market has ...
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Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
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ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. Medford is far away from the bustling Mont ...
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Just Chill: Cooldown Cargo Advances Next LNG Project

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As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently ...
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Enbridge Lowers Spot Rates as Canadian Pipe Competition Heats Up

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Enbridge (ENB) Mainline, Canada’s largest crude oil egress pipeline, is lowering spot rates in joint tariffs to incentivize deliveries to the Gulf ...
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Coincidence? Permian Production is Primed to Pop as WTI Falls

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
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ONEOK the Consolidator (Medallion Edition)

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ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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