East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas Liquids (2)

Matterhorn Begins Flowing Gas from Permian

Posted by: Ian Heming
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Matterhorn Express Pipeline has started flowing gas into pipelines near Katy, marking start-up of the much-anticipated Permian project. Waha prices ...
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The Case for Bakken Ethane

Posted by: Rob Wilson
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Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
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The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
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Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
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ONEOK (OKE) is rebuilding a 210 Mb/d fractionator in Medford, OK damaged in an explosion in July 2022. Medford is far away from the bustling Mont ...
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ONEOK the Consolidator (Medallion Edition)

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ONEOK (OKE) has become a big dealmaker in the midstream space, recently closing on $5.9B in acquisitions. Along with GIP’s stake in EnLink Midstream ...
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Matterhorn is Great for Commodities – Except One

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NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
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$3.3B EnLink Deal Moves the Needle for ONEOK

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ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...
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Pipes, Plant Expansions Support Next Permian Growth Phase

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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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One Simple Trick to Solve ONEOK Contracting Risk

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ONEOK (OKE) faces a big contract cliff in 2028 on West Texas NGL, the company’s NGL pipeline system in the Permian Basin. The company can mitigate ...
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Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

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While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few companies not building new pipeline capacity. The emerging ...
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