East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (3)

Destination North Dakota? Mystery Demand Drives Competing Bakken Projects

Posted by: Ian Heming
Comments: 0
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
Comments: 0
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
Comments: 0
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
Comments: 0
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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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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Why This Keystone Spill is Different

Posted by: Trevor Morley
Comments: 0
The Keystone Pipeline suffered a rupture in early April, releasing 3,500 bbl of crude oil in North Dakota. The spill is far from the worst on ...
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Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause
Comments: 0
The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...
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Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming
Comments: 0
Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...
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WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas Market

Posted by: Oren Pilant
Comments: 0
WhiteWater Midstream and partners MPLX, Enbridge (ENB) and Targa Resources (TRGP) will move forward with construction of the Traverse Pipeline in ...
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China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton
Comments: 0
The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...
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