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Posts about Energy Transfer (4)

25 Jun

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

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In our annual report Dirty Little Secrets, East Daley previewed how reduced leverage ratios and increased Free Cash Flow (FCF) relative to 2019 have ...
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21 Jun

Louisiana Market Hangs in Balance as Williams, ET Litigate LEG Project

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Williams (WMB) has won a legal victory in its fight to build Louisiana Energy Gateway (LEG), a critical pipeline for meeting new LNG demand in 2025. ...
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20 Jun

Let’s Get Cracking: Shell Plant Ramps, and a Northeast Ethane Market Takes Shape

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An ethane market is developing in the Northeast as Shell (SHEL) finally ramps operations at the Monaco cracker in southwestern Pennsylvania. Ethane ...
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13 Jun

ET Eyes More Ethane Recovery from Rover Pipeline

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Energy Transfer (ET) is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement with Rover Pipeline to ...
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7 Jun

Energy Transfer Makes a Play for Midland NGLs

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Energy Transfer (ET) has made a big move to secure a slice of the Midland NGL pie. The $3.25B acquisition of WTG Midstream Holdings will give ET ...
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21 May

Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal

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SilverBow Resources (SBOW) has reached a deal to be acquired by Crescent Energy (CRGY), creating a leading producer in South Texas. The agreement ...
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16 May

Price Curve Misses Ethane Export Surge

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Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the forward price curve. Most ethane ...
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14 May

Data Center Demand Could Send Midstream to the Moon

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The industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley Analytics views Energy Transfer (ET), ...
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9 May

Big Ethane Contracts Scramble the NGL Outlook

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It may have flown under the radar of some investors, but Enterprise Products (EPD) has thrown a wrench into NGL markets. The midstream company ...
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8 May

A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View

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Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut our Henry Hub forecast by ...
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