East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (4)

Plaquemines LNG Start Lifts KMI, Enbridge Pipes

Posted by: Oren Pilant
Comments: 0
Startup of Plaquemines LNG is boosting flows on Kinder Morgan (KMI) and Enbridge (ENB) gas pipelines, passing 1.3 Bcf/d last week from the export ...
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KMI’s Trident Project Pops a Texas Gas Bubble

Posted by: Oren Pilant
Comments: 0
Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline at a total capacity of 1.5 Bcf/d. The project will move Permian gas ...
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Plains Adds Permian, Eagle Ford Gathering for $670MM

Posted by: Gage Dwan
Comments: 0
Plains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the Permian and ...
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LNG Investors Await Warmer Embrace by Trump

Posted by: Jack Weixel
Comments: 0
The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export licenses. We have ...
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Canada Conquers Back

Posted by: Kristy Oleszek
Comments: 0
President-elect Donald Trump recently created a diplomatic row by suggesting Canada could be taken over through “economic force”. From the vantage of ...
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Winter Blitz Calls Transco Expansions into Action

Posted by: Zach Krause
Comments: 0
Winter has arrived with a vengeance across the eastern US. A series of storms has ignited heating demand and increased flows on expanded segments of ...
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EPIC! $2.2B Deal Vaults Phillips 66 to Midstream Elite

Posted by: Rob Wilson
Comments: 0
Phillips 66 (PSX) will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX into an elite group of major integrated NGL players ...
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Venture Global, Cheniere Usher in Next LNG Wave

Posted by: Ian Heming
Comments: 0
A long-awaited wave of new LNG demand is coming into view from two Gulf Coast projects. Venture Global has exported the first commissioning cargo ...
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Ethane Leads Permian Supply Surge in 2024

Posted by: Rob Wilson
Comments: 0
The quiet star of the Permian Basin in 2024 was ethane, re-establishing the benchmark for potential growth. Permian ethane supply hit multiple ...
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Cliffhanger in Oil: Which Export Terminals Move Ahead?

Posted by: Kristy Oleszek
Comments: 0
Four projects hang in the balance to build deepwater export terminals capable of loading Very Large Crude Carriers (VLCCs) in the Gulf of Mexico. The ...
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