East Daley Analytics – Dissecting the Energy Value Chain

Posts about Energy Transfer

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

Posted by: Rob Wilson
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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 ...
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Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
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The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...
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Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek
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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 ...
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Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

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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 ...
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Best of 2024: M&A in Permian: A Knife Fight for the NGL Barrel

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Best of 2024: The Daley Note: June 25, 2024. In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and ...
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Best of 2024: Data Center Demand Could Send Midstream to the Moon

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Best of 2024: The Daley Note: May 14, 2024. The industry is abuzz about data centers and their potential to juice future natural gas demand. East ...
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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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The New Swing Supply in Ethane

Posted by: Rob Wilson
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The development of a petrochemicals hub in Appalachia has come at a cost to Enterprise Products’ (EPD) ATEX Pipeline. Ethane supply has taken a hit ...
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Boardwalk Strikes First in Race to Meet Southeast Growth

Posted by: Oren Pilant
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Boardwalk Pipeline Partners has taken a final investment decision (FID) on the Kosci Junction project for 1.16 Bcf/d of capacity, moving ahead of ...
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ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani
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Santa came early for the Permian industry as Energy Transfer (ET) will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior ...
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