East Daley Analytics – Dissecting the Energy Value Chain
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East Daley Analytics

20 Dec

INEOS Project a Likely Target for US Ethane

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Executive Summary: Infrastructure: INEOS has borrowed almost €1.6B following its permit approval, which will bring online ethane demand north of 80 ...
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13 Dec

ATEX Pipe Loses Out from Northeast Demand Growth

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Executive Summary: Rigs: The total rig count increased by 6 for the November 24 week, up to 570 from 564. Flows: Gas production as measured by the ...
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6 Dec

Mexico Contends with Ethane Shortage

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Executive Summary: Rigs: The total rig count increased by 2 for the November 17 week, up to 564 from 562. Flows: The Thanksgiving holiday in 2024 was ...
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22 Nov

Connecting the Dots to a Future Marcus Hook Expansion

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Executive Summary: Rigs: The total rig count decreased by 4 for the November 3 week, down to 563 from 567. Flows: The Permian sample is up to 6.1 ...
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15 Nov

LPG Export Outlook Stays Bullish

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Executive Summary: Rigs: The total rig count decreased by 1 for the October 27 week, down to 559 from 560. Liquids-driven basins declined by 4 rigs ...
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8 Nov

Tight Dock Space Pays Off for LPG Exporters

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Executive Summary: Rigs: The total rig count decreased by 10 for the week of October 20 from 571 to 561. Flows: The Permian Basin gas sample ...
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25 Oct

Time to Talk Dock Constraints in the Northeast

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Executive Summary: Rigs: The total rig count decreased by 2 for the October 6 week, down to 568 from 570. Flows: Bakken samples rebounded by 6% (+129 ...
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11 Oct

Loading Fees Jump at LPG Docks

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Executive Summary: Rigs: The total rig count decreased by 2 for the September 22 week, down to 565 from 567. Flows: There are some minor puts and ...
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4 Oct

Pipe Launches Next Leg of Permian Growth

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Executive Summary: Rigs: The total rig count decreased by 2 for the September 15 week, down to 564 from 566. Flows: Permian flows are up 1% W-o-W ...
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27 Sep

Expansions Open New Ethane Demand

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Executive Summary: Rigs: The total rig count decreased by 4 for the September 8 week, down to 561 from 565. Flows: Constraints at the Waha hub ...
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INEOS Project a Likely Target for US Ethane

December 20, 2024

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ATEX Pipe Loses Out from Northeast Demand Growth

December 13, 2024

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Mexico Contends with Ethane Shortage

December 6, 2024

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Connecting the Dots to a Future Marcus Hook Expansion

November 22, 2024

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