East Daley Analytics – Dissecting the Energy Value Chain

Posts about Enterprise (4)

Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

Comments: 0
Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
Read

A Dark Horse for NGL Upside in 2024

Comments: 0
The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...
Read

The Second Coming of GC Fractionator

Comments: 0
A frac is risen in southeastern Texas. The imminent restart of Gulf Coast Fractionator (GCF) says a lot about the state of NGL markets and a fairly ...
Read

Is Mexico a Workaround for LPG Dock Constraint?

Comments: 0
Several market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.
Read

CHK-SWN Merger Likely to See Antitrust Scrutiny

Comments: 0
The $17B merger between Chesapeake Energy (CHK) and Southwestern Energy (SWN) is still in the early innings in the view of East Daley Analytics, as ...
Read

WES Unloads Assets Amid Takeover Rumors

Comments: 0
Amid rumors that Occidental (OXY) may divest its company stake, Western Midstream (WES) has sold several non-core assets to buyers including ...
Read

Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake

Comments: 0
Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case previously ...
Read

LPG Export Surge Pushes Docks to the Limit

Comments: 0
East Daley Analytics expects NGLs shipped to international markets in the form of liquefied petroleum gas (LPGs) to hit a record high in 4Q23, ...
Read

Best of 2023: Another One! ONEOK Adds to Permian NGL Pipeline Push

Comments: 0
Best of 2023: The Daley Note: August 29, 2023. ONEOK (OKE) is joining a push by industry to expand NGL pipelines out of the Permian Basin. On its ...
Read

Sometimes the Best Defense is a Good Offense

Comments: 0
Leading NGL competitors are taking an aggressive tack to protect market share, proposing to build significantly more pipeline capacity out of the ...
Read

Subscribe to
the Daley Note

SUBSCRIBE

Upcoming Events

LDC Mid Continent

September 08, 2025

Register Here

LDC Southeast

April 15, 2025

Register Here

LDC Gulf Coast

October 13, 2025

Register Here

LDC Northeast

June 09, 2025

Register Here

OPIS NGL Summit

March 10, 2025

Register Here

North American Crude Production: WCSB, Rockies & Permian Growth Impact on US Crude Market Hubs and Export Docks

March 12, 2025

Register Here