East Daley Analytics – Dissecting the Energy Value Chain
Data Center Demand Monitor

Posts about Energy Transfer

14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson
Comments: 0
Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...
Read
11 Feb

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick
Comments: 0
New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...
Read
4 Feb

Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek
Comments: 0
President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...
Read
30 Jan

Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson
Comments: 0
The US is producing a record supply of ethane, hitting a new high in October ’24 for the fourth time on the year. Global petrochemicals are preparing ...
Read
22 Jan

LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel
Comments: 0
The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...
Read
22 Jan

Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson
Comments: 0
NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...
Read
14 Jan

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson
Comments: 0
Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...
Read
9 Jan

Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
Comments: 0
The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...
Read
8 Jan

Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek
Comments: 0
Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...
Read
1 Jan

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Comments: 0
Best of 2024: The Daley Note: May 9, 2024. It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench ...
Read
1 2 3 4 5
Related Products

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

Haynesville Producers Play a Game of Rig Chicken

February 19, 2025

feature image

Northeast Producers Join the NGL Party

February 14, 2025

feature image

Data Centers’ Voracious Power Demand Drives Gas Renaissance

February 13, 2025

feature image

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

February 12, 2025

Upcoming Events

No upcoming events.