East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (3)

Chevron’s DJ Strategy: More Bullhorn, Less Drillbit

Posted by: James Taylor
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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 ...
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New Name South Bow Fills Investor Niche

Posted by: Gage Dwan
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South Bow Corp. (SOBO) began operating as an independent pipeline company on October 1 following its spinoff from TC Energy (TRP). Investors ...
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Developer Targets Texas Coast for New Storage Hub

Posted by: Andrew Ware
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The start of new gas infrastructure in South Texas could spark development of more storage. Gulf Coast Midstream Partners (GCMP) is holding an open ...
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Summit Acquires Tall Oak in a Bet on Gas

Posted by: Maria Paz Urdaneta
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Summit Midstream (SMC) will acquire Tall Oak Midstream III for a mix of cash and equity. Tall Oak gives SMC its first G&P assets in the Arkoma ...
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Out of the LOOP: Port is Fenced Out of Crude Export Growth

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In many respects a premiere terminal asset, the Louisiana Offshore Oil Port (LOOP) nevertheless has missed out on rapid growth in Gulf Coast crude ...
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Tiger II Plant Roars to Life for EnLink

Posted by: James Taylor
Comments: 0
EnLink Midstream (ENLC) has wasted no time putting its Tiger II plant to work in the Delaware Basin. Volumes jumped immediately after start-up of the ...
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Ruling in LEG Dispute Opens Door to Pipe Action

Posted by: Oren Pilant
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Federal regulators have sided with Williams (WMB) in a dispute with Energy Transfer (ET) over authority for the Louisiana Energy Gateway (LEG) ...
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Gas Expansions Bring New Problems Moving Permian Oil

Posted by: Kristy Oleszek
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Limited normally by inadequate natural gas pipeline takeaway, operators in the Permian Basin now face an open field. New investments that solve for ...
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Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson
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With most Gulf Coast export terminals operating near capacity, East Daley Analytics sees a near-term mismatch between ethane supply and demand. The ...
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Matterhorn Begins Flowing Gas from Permian

Posted by: Ian Heming
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Matterhorn Express Pipeline has started flowing gas into pipelines near Katy, marking start-up of the much-anticipated Permian project. Waha prices ...
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