The Daley Note | Energy Transfer (2)

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 ...

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8 Jan

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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1 Jan

Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

Posted by: East Daley Analytics

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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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26 Dec

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

Posted by: East Daley Analytics

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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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25 Dec

Best of 2024: Data Center Demand Could Send Midstream to the Moon

Posted by: East Daley Analytics

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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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24 Dec

The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

Posted by: East Daley Analytics

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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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20 Dec

The New Swing Supply in Ethane

Posted by: Rob Wilson

Comments: 0

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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19 Dec

Boardwalk Strikes First in Race to Meet Southeast Growth

Posted by: Oren Pilant

Comments: 0

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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17 Dec

ET Pipe FID Delivers Risk of a Permian Overbuild

Posted by: Ajay Bakshani

Comments: 0

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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12 Dec

An Ethane Customer in Need

Posted by: Rob Wilson

Comments: 0

Braskem Idesa is short ethane supply at its petrochemical complex in Coatzacoalcos, Mexico. Fortunately for the company, new expansions at US Gulf ...

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