East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note

22 Nov

Coterra Rides Permian Consolidation Wave

Posted by: James Taylor
Comments: 0
Coterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant Natural ...
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21 Nov

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

Posted by: Rob Wilson
Comments: 0
NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record levels in ...
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20 Nov

Kinetik Expansion to Unlock Permian Supply

Posted by: James Taylor
Comments: 0
Kinetik (KNTK) is expanding its operations in New Mexico, and using the recently acquired Durango Midstream as a launch pad. KNTK is building a new ...
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19 Nov

Move Over Tyson-Paul, the Real Warrior is Here

Posted by: Ajay Bakshani
Comments: 0
Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s 3Q24 ...
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15 Nov

Matterhorn Gas is Coming Your Way

Posted by: Ian Heming
Comments: 0
Matterhorn Express Pipeline has quickly ramped gas volumes to the Katy hub outside Houston thanks to new pipeline interconnects. Matterhorn is now ...
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14 Nov

New Markets, E&P Interest Push Uinta Oil to New Highs

Posted by: Kristy Oleszek
Comments: 0
The Uinta Basin in northeastern Utah is on pace to produce 193 Mb/d of crude oil by YE24, according to East Daley’s latest Uinta Basin Supply & ...
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13 Nov

WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage

Posted by: Oren Pilant
Comments: 0
WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on ...
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12 Nov

Boardwalk Grapples with Industry Giants for Southeast Market

Posted by: Zach Krause
Comments: 0
East Daley Analytics recently reported on the Energy Transfer (ET) South Mississippi and Kinder Morgan (KMI) Mississippi Crossing (MSX) projects. ...
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8 Nov

The Hot Cash-and-Carry Trade in Energy

Posted by: Rob Wilson
Comments: 0
Very low ethane cash prices and the steep contango shape of the forward curve in early August ’24 created an incentive for storage operators to buy ...
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7 Nov

Small WY Town Carries Big Weight in Crude Logistics

Posted by: Kristy Oleszek
Comments: 0
Located in southwestern Wyoming, the small town of Guernsey (population ~1,500) is easily missed on a map. Yet Guernsey has outsized importance in ...
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Coterra Rides Permian Consolidation Wave

November 22, 2024

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Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

November 21, 2024

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Kinetik Expansion to Unlock Permian Supply

November 20, 2024

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Move Over Tyson-Paul, the Real Warrior is Here

November 19, 2024

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