The Daley Note | Enterprise (2)

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

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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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15 Nov

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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8 Nov

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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11 Oct

Out of the LOOP: Port is Fenced Out of Crude Export Growth

Posted by: East Daley Analytics

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In many respects a premiere terminal asset, the Louisiana Offshore Oil Port (LOOP) nevertheless has missed out on rapid growth in Gulf Coast crude ...

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8 Oct

Gas Expansions Bring New Problems Moving Permian Oil

Posted by: Kristy Oleszek

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Limited normally by inadequate natural gas pipeline takeaway, operators in the Permian Basin now face an open field. New investments that solve for ...

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4 Oct

Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson

Comments: 0

With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and demand. The ...

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11 Sep

Coincidence? Permian Production is Primed to Pop as WTI Falls

Posted by: East Daley Analytics

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Permian Basin oil production is primed to grow along with natural gas in 4Q24 when WhiteWater Midstream’s Matterhorn Express Pipeline comes online, ...

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29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

Posted by: East Daley Analytics

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East Daley Analytics sees Permian Basin gas production growing around 1.7 Bcf/d by YE24 as egress constraints are relieved by new pipelines coming ...

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28 Aug