East Daley Analytics – Dissecting the Energy Value Chain
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3 Jul

Golden Pass LNG Isn’t Taking the Easy Route

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Golden Pass LNG owners QatarEnergy and ExxonMobil (XOM) have filed with a bankruptcy court to oust Zachry Holdings as the lead contractor for the ...
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2 Jul

ET Has Caught Up in the Permian G&P Race

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Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...
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28 Jun

Cureton Synergies in Action

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The Williams Companies’ (WMB) Cureton Front Range acquisition in Nov’23 included 260 miles of gas gathering and 60 MMcf/d of gas processing plant ...
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27 Jun

Will Bottlenecks Derail Mountain Valley’s Potential?

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After years of legal struggles, Mountain Valley Pipeline (MVP) finally entered service on June 14 and is currently available for interruptible or ...
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26 Jun

Evangeline Pass Adds Capacity, Tightens Southeast Markets

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Venture Global’s Plaquemines LNG will be the next LNG facility to come online, adding ~3.4 Bcf/d of new demand in the toe of the Louisiana boot. ...
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25 Jun

M&A in Permian: A Knife Fight for the NGL Barrel

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In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...
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21 Jun

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

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Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...
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20 Jun

Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape

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An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern Pennsylvania. Ethane ...
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18 Jun

Mountain Valley Pipeline Starts Service, Ending a Long Strange Legal Trip for Project

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Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a close. The 2 ...
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14 Jun

Supply Outlook Diverges for Two Rockies Basins

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We recently revised our crude oil supply outlook in the Rocky Mountain region based on diverging aboveground trends in the Powder River and ...
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