East Daley Analytics – Dissecting the Energy Value Chain

Posts about Crude (2)

Best of 2024: Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek
Comments: 0
Best of 2024: The Daley Note: July 23, 2024. Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. ...
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The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Best of 2024: The Daley Note: October 30, 2024. Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will ...
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More Permian Barrels Find a Home in Cushing

Posted by: Gage Dwan
Comments: 0
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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Kinetik Expansion to Unlock Permian Supply

Posted by: James Taylor
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Kinetik (KNTK) is expanding its operations in New Mexico, and using the recently acquired Durango Midstream as a launch pad. KNTK is building a new ...
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New Markets, E&P Interest Push Uinta Oil to New Highs

Posted by: Kristy Oleszek
Comments: 0
The Uinta Basin in northeastern Utah is on pace to produce 193 Mb/d of crude oil by YE24, according to East Daley’s latest Uinta Basin Supply & ...
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Small WY Town Carries Big Weight in Crude Logistics

Posted by: Kristy Oleszek
Comments: 0
Located in southwestern Wyoming, the small town of Guernsey (population ~1,500) is easily missed on a map. Yet Guernsey has outsized importance in ...
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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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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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Out of the LOOP: Port is Fenced Out of Crude Export Growth

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In many respects a premiere terminal asset, the Louisiana Offshore Oil Port (LOOP) nevertheless has missed out on rapid growth in Gulf Coast crude ...
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Gas Expansions Bring New Problems Moving Permian Oil

Posted by: Kristy Oleszek
Comments: 0
Limited normally by inadequate natural gas pipeline takeaway, operators in the Permian Basin now face an open field. New investments that solve for ...
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