East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (4)

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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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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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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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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Long-awaited Project FID Adds to Permian Momentum

Posted by: Maria Paz Urdaneta
Comments: 0
Kinder Morgan (KMI) and partners will move forward with a long-awaited expansion of Gulf Coast Express Pipeline (GCX), adding more eastbound takeaway ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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