East Daley Analytics – Dissecting the Energy Value Chain
Data Center Demand Monitor

Posts about Natural Gas Liquids (4)

20 Sep

New Projects to Open Bakken NGL Markets

Posted by: Maria Paz Urdaneta
Comments: 0
The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s ...
Read
17 Sep

Why ONEOK is Rebuilding the Medford Frac

Posted by: Rob Wilson
Comments: 0
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 ...
Read
10 Sep

ONEOK the Consolidator (Medallion Edition)

Comments: 0
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 ...
Read
6 Sep

Matterhorn is Great for Commodities – Except One

Comments: 0
NGLs have had the pole position on hydrocarbon growth in 2024, due largely to incentives to extract ethane from the egress-constrained Permian Basin. ...
Read
4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Comments: 0
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 ...
Read
29 Aug

Pipes, Plant Expansions Support Next Permian Growth Phase

Comments: 0
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 ...
Read
27 Aug

One Simple Trick to Solve ONEOK Contracting Risk

Comments: 0
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 ...
Read
20 Aug

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

Comments: 0
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 ...
Read
13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

Comments: 0
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 ...
Read
8 Aug

Enterprise Expanding Terminal to Meet Global NGL Demand

Comments: 0
Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...
Read
2 3 4 5 6
Related Products

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

Another East Coast Terminal? Range Confirms Commitment to New Project

March 25, 2025

feature image

Double H Conversion Creates Risk for DJ Oil Pipes

March 21, 2025

feature image

WES Plans Big Investments in Permian Water Infrastructure

March 20, 2025

feature image

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

March 19, 2025

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

EIC Investor Conference

May 20, 2025

Register Here

Natural Gas Market Dynamics: Henry Hub Premiums, Haynesville Trends & the 2026 Outlook

April 03, 2025

Register Here