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Posts about The Daley Note (7)

23 Aug

Get Ready for the Permian Redirect

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Operators in the Permian will soon have options for their natural gas. The start-up of Matterhorn Express Pipeline will have big impacts on gas flows ...
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22 Aug

Energy Transfer, True Co. Fight for Next Bakken Barrel

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As Bakken oil production continues to grow, East Daley Analytics expects the competition to move incremental barrels will come down to two choices: ...
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21 Aug

Williams Starts Transco Expansion Despite Court Challenge

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Williams (WMB) has started service on Phase 2 of the Regional Energy Access (REA) pipeline expansion in the Mid-Atlantic despite a US appeals court ...
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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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