East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (12)

24 Apr

Limp Haynesville Delivery has Bulls at Attention

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$1-handle gas is proving a real downer in the Haynesville, where producers have had a hard time keeping flows up recently. Unexpectedly soft ...
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23 Apr

Without LEG, Williams Loses Kick to 2024 Earnings

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A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...
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18 Apr

TETCO Readies Pipeline to Serve New LNG Project

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Federal regulators have given Enbridge (ENB) the green light to start a new pipeline serving an LNG project finishing construction on the Louisiana ...
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17 Apr

Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

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Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
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16 Apr

What Comes After Matterhorn? Battle Heats Up to Build Next Permian Pipe

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Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.
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10 Apr

Silverbow Board Battle Could Move South Texas Outlook

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A board battle underway between SilverBow Resources (SBOW) and Kimmeridge Texas Gas (KTG) could impact the production outlook for South Texas, ...
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5 Apr

A Dark Horse for NGL Upside in 2024

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The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...
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3 Apr

ET Spat Sweeps the LEG Project Off Schedule

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Williams (WMB) has postponed the in-service date for the Louisiana Energy Gateway (LEG) pipeline amid a legal dispute with Energy Transfer (ET). The ...
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28 Mar

Is Mexico a Workaround for LPG Dock Constraint?

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Several market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.
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27 Mar

Kinetik Starts a Different Sort of Border Conflict

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Kinetik (KNTK) has started service on a new pipeline that extends the company’s West Texas G&P system into New Mexico, posing new competition for ...
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