East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market

Posts about The Daley Note (2)

5 Nov

Midstreamer Bucks the Haynesville Slump

Posted by: Oren Pilant
Comments: 0
Haynesville production has fallen over 3 Bcf/d so far in 2024 in a weak natural gas market, dragging volumes down on many of the largest gathering ...
Read
1 Nov

Bison Xpress a Key Piece of Bakken Jigsaw

Posted by: Zach Krause
Comments: 0
One project East Daley is closely monitoring is TC Energy’s (TRP) Bison XPress. The project aims to expand natural gas takeaway from North Dakota and ...
Read
31 Oct

Matterhorn Start Displaces Carthage Flows to Texas Coast

Posted by: Oren Pilant
Comments: 0
Southbound flows on Natural Gas Pipeline of America (NGPL) from Carthage to the Houston Ship Channel fell from an average of 1.2 Bcf/d in September ...
Read
30 Oct

Shell Cracker Draws Northeast Ethane to Record High

Posted by: Rob Wilson
Comments: 0
Ethane production in the Northeast (Marcellus & Utica) hit a new record level in 2Q24 of 394 Mb/d, led by demand from Shell’s (SHEL) Monaca ...
Read
29 Oct

KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
Comments: 0
Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...
Read
25 Oct

KMI Signs Golden Pass to New Texas Pipeline

Posted by: Oren Pilant
Comments: 0
Kinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project designed to deliver up to 2.8 Bcf/d of gas from ...
Read
24 Oct

Matterhorn Turns the Page on Ethane Glut

Posted by: Rob Wilson
Comments: 0
Four months ago, East Daley was bearish ethane price. In our early June ’24 Ethane Supply & Demand Report, we predicted robust ethane supply ...
Read
23 Oct

Transco Rate Case Keeps the Bulls Running for WMB

Posted by: Zach Krause
Comments: 0
Williams (WMB) has filed a Section 4 rate case for Transcontinental Gas Pipe Line (Transco) with big implications for performance next year. ...
Read
22 Oct

Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
Comments: 0
Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy markets. Natural gas flows have ramped quickly, ...
Read
18 Oct

Chevron’s DJ Strategy: More Bullhorn, Less Drillbit

Posted by: James Taylor
Comments: 0
The Denver-Julesburg Basin continues to lose steam as multiple operators have laid down rigs in the second half of 2024. The latest to pull back is ...
Read
1 2 3 4 5

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

November 21, 2024

feature image

Kinetik Expansion to Unlock Permian Supply

November 20, 2024

feature image

Move Over Tyson-Paul, the Real Warrior is Here

November 19, 2024

feature image

Matterhorn Gas is Coming Your Way

November 15, 2024

Upcoming Events

Dirty Little Secrets Part 2: Take Me to the Gulf

December 04, 2024

Register Here