East Daley Analytics – Dissecting the Energy Value Chain
NGL Insider

Permian NGLs Hit New Record Thanks to Targa Pipe

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Executive Summary: Rigs: The total rig count decreased by 9 for the week ending December 29, down to 522 from 531. Flows: The pipeline sample from ...
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EPIC Deal Continues Tie-up of Permian NGL Barrels

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Executive Summary: Rigs: The total rig count decreased by 5 for the week ending December 22, down to 530 from 535. Flows: The pipeline sample from ...
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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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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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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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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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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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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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Price Contango Creates Ethane Storage Play

Posted by: Rob Wilson
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Executive Summary: Rigs: The total rig count decreased by 9 for the October 13 week, down to 560 from 569. Liquids-driven basins declined by 9 rigs ...
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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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