East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas Liquids (2)

Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...
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Best of 2024: One Simple Trick to Solve ONEOK Contracting Risk

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Best of 2024: The Daley Note: August 27, 2024. ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in ...
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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: Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek
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Best of 2024: The Daley Note: July 23, 2024. Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. ...
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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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ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
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ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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Is a Marcus Hook Expansion Near? Dots Connect to Future ET Project

Posted by: Rob Wilson
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Will Energy Transfer (ET) ever pull the trigger on a Marcus Hook LPG expansion? The company is noncommittal for now, but East Daley Analytics can see ...
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Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
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NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
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