The Daley Note | Energy Transfer (3)

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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6 Dec

Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming

Comments: 0

A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...

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4 Dec

Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson

Comments: 0

Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...

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21 Nov

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson

Comments: 0

NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...

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19 Nov

Move Over Tyson-Paul, the Real Warrior is Here

Posted by: Ajay Bakshani

Comments: 0

Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s 3Q24 ...

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13 Nov

WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage

Posted by: Oren Pilant

Comments: 0

WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on ...

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12 Nov

Boardwalk Grapples with Industry Giants for Southeast Market

Posted by: Zach Krause

Comments: 0

East Daley Analytics recently reported on the Energy Transfer (ET) South Mississippi and Kinder Morgan (KMI) Mississippi Crossing (MSX) projects. ...

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8 Nov

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson

Comments: 0

Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...

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