East Daley Analytics – Dissecting the Energy Value Chain
Energy Insights and News

What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale

Posted by: Rob Wilson
Comments: 0
Devon Energy (DVN) has agreed to sell its 12.5% equity interest in Matterhorn Express Pipeline for $375MM, placing a marker on the value of the ...
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Destination North Dakota? Mystery Demand Drives Competing Bakken Projects

Posted by: Ian Heming
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North Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding open ...
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Permian or Bust: Lower Oil Prices Narrow NGL Growth Story

Posted by: Julian Renton
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A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s latest Purity Product Forecast trims expected NGL ...
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Woodside’s Bold LNG Bet Adds to Demand Wave

Posted by: Oren Pilant
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Woodside Energy (WDS) has broken the mold and will move forward with the Louisiana LNG project without a diversified customer base. WDS on April 28 ...
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What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta
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Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...
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KMI Maintains Project Momentum with Elba Express Expansion

Posted by: Zach Krause
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Kinder Morgan (KMI) kicked off earnings season with the Elba Express Bridge project announcement. The 71-mile extension into South Carolina is backed ...
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$3 Gas Draws Producers Back to Marcellus

Posted by: James Taylor
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Drilling activity is on the rise in the Marcellus thanks to higher natural gas prices. Rig counts in northeastern Pennsylvania have doubled since the ...
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Citadel Hits the Ground Running in the Haynesville

Posted by: Zach Krause
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Hedge fund Citadel is quickly making a splash as an E&P operator. The company has ramped up drilling in the Haynesville play just two months ...
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Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution

Posted by: Kristy Oleszek
Comments: 0
Energy Transfer (ET) has built one of the most extensive crude oil midstream footprints in the Permian Basin, transporting a significant share of ...
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Change to Refining Rules to Lift Butane Supply

Posted by: Alex Albazzaz
Comments: 0
A new pro-ethanol change to gasoline refining standards is set to increase butane supply at refiners serving the Midwest.
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