The Daley Note | Energy Transfer (5)

Energy Transfer, True Co. Fight for Next Bakken Barrel

Posted by: East Daley Analytics

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

Posted by: East Daley Analytics

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

24 Jul

Only a Matter of Time: Energy Transfer Gets Its Piece of NuStar

Posted by: Ajay Bakshani

Comments: 0

Energy Transfer (ET) and Sunoco LP (SUN) announced a joint venture combining their Permian crude and water gathering assets, with ET holding a ...

Read

2 Jul

ET Has Caught Up in the Permian G&P Race

Posted by: East Daley Analytics

Comments: 0

Energy Transfer (ET) is making inroads to match rivals and expand its already enormous Permian G&P systems. Several splashy acquisitions for ...

Read

25 Jun

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

Posted by: East Daley Analytics

Comments: 0

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

Read

21 Jun

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

Posted by: East Daley Analytics

Comments: 0

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. ...

Read

20 Jun

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

Posted by: East Daley Analytics

Comments: 0

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

Read

13 Jun

ET Eyes More Ethane Recovery from Rover Pipeline

Posted by: East Daley Analytics

Comments: 0

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 ...

Read

7 Jun