East Daley Analytics – Dissecting the Energy Value Chain
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Posts about The Daley Note (6)

9 Oct

Ruling in LEG Dispute Opens Door to Pipe Action

Posted by: Oren Pilant
Comments: 0
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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8 Oct

Gas Expansions Bring New Problems Moving Permian Oil

Posted by: Kristy Oleszek
Comments: 0
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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4 Oct

Ethane Momentum Stalls Until Next Project Wave

Posted by: Rob Wilson
Comments: 0
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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3 Oct

Matterhorn Begins Flowing Gas from Permian

Posted by: Ian Heming
Comments: 0
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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2 Oct

Gulf Run Ramps Southbound Deliveries to Golden Pass Pipeline

Posted by: Oren Pilant
Comments: 0
Energy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows to Golden ...
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1 Oct

Permian’s Last Expandable Pipe Adds New Investors

Posted by: Gage Dwan
Comments: 0
Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake in EPIC Crude pipeline. The seller was not disclosed, ...
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27 Sep

Anchor Deepwater Project Touches Many Pipes

Comments: 0
Chevron (CVX) has started production from the Anchor project in the deepwater Gulf of Mexico using new offshore technology for high-pressure ...
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26 Sep

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor
Comments: 0
While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...
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25 Sep

The Case for Bakken Ethane

Posted by: Rob Wilson
Comments: 0
Though unloved now, East Daley Analytics believes the Bakken will take on a larger role as a supplier of ethane than commodity markets currently give ...
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24 Sep

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford
Comments: 0
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...
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