East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas Liquids (3)

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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Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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Enterprise Expanding Terminal to Meet Global NGL Demand

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Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...
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Bakken NGL Battle Creates Downside for ONEOK

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The battle for Bakken NGLs could prove a costly one for ONEOK (OKE). Kinder Morgan (KMI) is taking on the basin leader with its decision to convert ...
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Another NGL Knife Fight (Bakken Edition)

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Kinder Morgan’s (KMI) conversion of Double H Pipeline from crude to an NGLs pipe is poised to disrupt the Bakken NGL market. The move poses a direct ...
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Cowboy Up: WES Rides Rig Rally in Powder River

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Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets. Rig counts in ...
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Double H Conversion to Double Bakken Volatility

Posted by: Kristy Oleszek
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Kinder Morgan (KMI) plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project is a shot across the bow of ONEOK ...
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A Propane Storage Glut Ahead? EDA Takes the Over

Posted by: Rob Wilson
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Can US propane storage levels top 100 MMbbl in 2024? After a mild winter, the topic is front and center among NGL traders as an indicator of possible ...
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Devon is Latest to Deal as M&A Transforms Bakken

Posted by: Gage Dwan
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Double (H) The Volatility - Join us for our Crude Webinar today at 10 AM. Register here. Devon Energy (DVN) will acquire the Williston Basin assets ...
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