East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (2)

20 Aug

Pinnacle Deal Lowers Volume Risk for PSX, Sand Hills Pipeline

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While the Permian NGL sector is in expansion mode, Phillips 66 (PSX) is one of the few companies not building new pipeline capacity. The emerging ...
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16 Aug

Mexico’s First LNG Cargo Sails, Launching New Business for Pipes

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New Fortress Energy (NFE) has loaded the first cargo from its floating LNG platform offshore Altamira, Mexico. The start-up of Mexico’s first ...
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15 Aug

Capline Rolls With New Crude Market Reality

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Faced with a loss of Canadian barrels, Capline Pipeline is looking to expand its rolodex in the Bakken. The pipeline could become a supplier of light ...
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14 Aug

Southeast Demand Growth Drives KMI, Williams Expansions

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Kinder Morgan and (KMI) and Williams (WMB) are expanding pipeline systems to capture natural gas demand growth in the Southeast. New projects will ...
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13 Aug

Permian NGL Dynamic Ready to Flip, Leaving Some Behind

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NGL takeaway capacity is extremely tight right now from the Permian Basin, but that dynamic is about to change. Almost 1.2 MMb/d of pipeline capacity ...
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9 Aug

Golden Pass LNG Start Delayed to Late 2025

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Partners ExxonMobil (XOM) and Qatar Energy have pushed back the start date for Golden Pass LNG to late 2025 following the bankruptcy of lead ...
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8 Aug

Enterprise Expanding Terminal to Meet Global NGL Demand

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Enterprise Products (EPD) will expand its Enterprise Hydrocarbons Terminal (EHT) on the Houston Ship Channel to meet strong global demand for NGL ...
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7 Aug

Blackcomb FID Could be Knockout Blow to Permian Pipe Competition

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A Whitewater-backed investor group has reached a final investment decision (FID) on Blackcomb Pipeline, a new 42-inch gas line out of the Permian ...
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6 Aug

Bakken NGL Battle Creates Downside for ONEOK

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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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2 Aug

Hess Pushes on the Bakken Gas Bubble

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Hess Midstream (HES) wants to repurpose a pipeline in North Dakota to move natural gas from its Tioga plant to the Northern Border Pipeline (NBPL). ...
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