East Daley Analytics – Dissecting the Energy Value Chain

Posts about Enterprise

EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson
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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...
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Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
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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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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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Best of 2024: Big Ethane Contracts Scramble the NGL Outlook

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

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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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The New Swing Supply in Ethane

Posted by: Rob Wilson
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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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An Ethane Customer in Need

Posted by: Rob Wilson
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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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Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming
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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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Matterhorn Gas is Coming Your Way

Posted by: Ian Heming
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Matterhorn Express Pipeline has quickly ramped gas volumes to the Katy hub outside Houston thanks to new pipeline interconnects. Matterhorn is now ...
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The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
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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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