East Daley Analytics – Dissecting the Energy Value Chain

Posts about Permian

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause
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The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...
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The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson
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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...
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AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick
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New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...
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KMI’s Trident Project Pops a Texas Gas Bubble

Posted by: Oren Pilant
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Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline at a total capacity of 1.5 Bcf/d. The project will move Permian gas ...
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Plains Adds Permian, Eagle Ford Gathering for $670MM

Posted by: Gage Dwan
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Plains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the Permian and ...
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Targa’s Daytona Drives Another NGL Record

Posted by: Rob Wilson
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NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the ...
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Canada Conquers Back

Posted by: Kristy Oleszek
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President-elect Donald Trump recently created a diplomatic row by suggesting Canada could be taken over through “economic force”. From the vantage of ...
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EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson
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Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...
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Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
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The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...
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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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