Not so Alone: Solitude Joins Packed Field to Open Permian Gas Takeaway
The massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…
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The Daley Note
Daily insights that lead.
Enterprise Pipeline Faces a Contract Reckoning
Enterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system moves Marcellus and Utica volumes…
Not so Alone: Solitude Joins Packed Field to Open Permian Gas Takeaway
The massive Solitude Pipeline system adds an exclamation point to a new era in the…
Enterprise Pipeline Faces a Contract Reckoning
Enterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system…
Western Gateway is a $5B Bet on Tighter California Products Market
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and…
The NGL Insider
Market shifts before they hit the headlines.
Half of ATEX Capacity Faces 2028 Contract Risk
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
East Daley has identified at least 95 Mb/d of firm ethane capacity on the ATEX pipeline that faces recontracting risk…
New King of the Hill: Targa to Take Frac Crown at Mont Belvieu
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Refined Products, Southeast Gulf, Targa
US propane and propylene inventories increased 7% W-o-W for the week ending July 17, the largest weekly percentage gain since…
Half of ATEX Capacity Faces 2028 Contract Risk
East Daley has identified at least 95 Mb/d of firm ethane capacity on the ATEX…
New King of the Hill: Targa to Take Frac Crown at Mont Belvieu
US propane and propylene inventories increased 7% W-o-W for the week ending July 17, the…
Record Propane Stocks Raise Risk of Year-End Price Pressure
US propane and propylene inventories increased 7% W-o-W for the week ending July 17, the…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
Western Gateway FID Takes Aim at California’s Tightening Products Market
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Northeast, Permian, Phillips 66, Plains, Powder River, Uinta, WCSB
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…
Cactus III Expansion to Add 75 Mb/d by End-August
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Kinetik, Northeast, Permian, Plains, Powder River, Uinta, WCSB
Plains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online by the end of August,…
Western Gateway FID Takes Aim at California’s Tightening Products Market
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and…
Cactus III Expansion to Add 75 Mb/d by End-August
Plains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online…
Enbridge Shelves Mainline Optimization Phase 2, Doubles Down on Phase 1
Enbridge has postponed the second phase of its Mainline Optimization project, citing uncertainty among Canadian…
The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
EDA Lowers Gas Forecast on Iran War, Higher Oil Prices
East Daley Analytics has lowered our natural gas price forecast due to the ripple effects of the Iran conflict.
Golden Pass Starts LNG Production, Shifting Gas Flows in the Haynesville
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
EDA Lowers Gas Forecast on Iran War, Higher Oil Prices
East Daley Analytics has lowered our natural gas price forecast due to the ripple effects…
Golden Pass Starts LNG Production, Shifting Gas Flows in the Haynesville
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an…
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as…
Dirty Little Secrets
Annual deep dive on what most people miss.
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