East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market

Posts about Energy Transfer (2)

8 Oct

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 ...
Read
2 Oct

Gulf Run Ramps Southbound Deliveries to Golden Pass Pipeline

Posted by: Oren Pilant
Comments: 0
Energy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows to Golden ...
Read
26 Sep

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
Comments: 0
While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
Read
24 Sep

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
Comments: 0
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 ...
Read
11 Sep

Coincidence? Permian Production is Primed to Pop as WTI Falls

Comments: 0
Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...
Read
10 Sep

ONEOK the Consolidator (Medallion Edition)

Comments: 0
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 ...
Read
6 Sep

Matterhorn is Great for Commodities – Except One

Comments: 0
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
Read
29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

Comments: 0
East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...
Read
22 Aug

Energy Transfer, True Co. Fight for Next Bakken Barrel

Comments: 0
As Bakken oil production continues to grow, East Daley Analytics expects the competition to move incremental barrels will come down to two choices: ...
Read
13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Comments: 0
NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
Read
1 2 3 4 5

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

Blackstone Takes $3.5B Stake in EQT Midstream Assets

December 3, 2024

feature image

Coterra Rides Permian Consolidation Wave

November 22, 2024

feature image

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

November 21, 2024

feature image

Kinetik Expansion to Unlock Permian Supply

November 20, 2024

Upcoming Events

Dirty Little Secrets Part 2: Take Me to the Gulf

December 04, 2024

Register Here