The Daley Note | Natural Gas Liquids

Got Tariff Anxiety? Look to Last Trade War for Clues

Posted by: Rob Wilson

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The Trump administration announced sweeping new tariffs on US imports late Wednesday (April 2), including a 10% tariff on imported goods plus ...

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2 Apr

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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25 Mar

Another East Coast Terminal? Range Confirms Commitment to New Project

Posted by: Rob Wilson

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Range Resources (RRC) has committed to 20 Mb/d of takeaway and export capacity using a new East Coast LPG terminal, the producer confirmed in its ...

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13 Mar

Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL

Posted by: Julian Renton

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MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from affiliates of WhiteWater and Diamondback Energy. The deal is the next ...

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6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

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A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply ...

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21 Feb

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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14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

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Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

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12 Feb

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson

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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...

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6 Feb

Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson

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Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...

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5 Feb

Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson

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East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company ...

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