The Daley Note | Natural Gas Liquids (5)

Bakken NGL Battle Creates Downside for ONEOK

Posted by: East Daley Analytics

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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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31 Jul

Another NGL Knife Fight (Bakken Edition)

Posted by: East Daley Analytics

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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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25 Jul

Cowboy Up: WES Rides Rig Rally in Powder River

Posted by: East Daley Analytics

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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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23 Jul

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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19 Jul

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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18 Jul

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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16 Jul

M&A, Efficiencies Clip Wings of Permian Growth

Posted by: James Taylor

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Rig activity continues to decline in the Permian Basin, weighed down by consolidation and operators’ drive to control spending. Rig counts in the ...

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12 Jul

Beryl Barrels Through Texas, Leaves Lost Demand in Wake

Posted by: Jack Weixel

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Hurricane Beryl barreled ashore early Monday morning (July 8) south of Houston, causing widespread power outages and moderate flooding in ...

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5 Jul

Record Ethane Production Bodes Well for 2Q24 Earnings

Posted by: East Daley Analytics

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Ethane was the top commodity performer in the latest monthly data from the EIA, and by a mile. Higher ethane recovery predicted earlier by East Daley ...

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2 Jul