East Daley Analytics – Dissecting the Energy Value Chain

Posts about Enterprise

Harmon Creek Project Lifts Northeast Ethane for Mystery Market

Posted by: Julian Renton
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East Daley Analytics is monitoring several infrastructure expansions in the Northeast that will increase regional ethane production. One of these, ...
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Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson
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US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...
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Executive Order Could Break Oil Terminal Logjam

Posted by: Kristy Oleszek
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President Trump wasted no time enacting his agenda, declaring a ‘National Energy Emergency’ on his first day in office. An executive order intended ...
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Who’s the Next Ethane Customer? INEOS a Likely Target

Posted by: Rob Wilson
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The US is producing a record supply of ethane, hitting a new high in October ’24 for the fourth time on the year. Global petrochemicals are preparing ...
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Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson
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NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...
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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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