East Daley Analytics

East Daley Analytics East Daley Analytics dissects operational risk across the energy value chain.

The newest from your energy authority... Antero Midstream used its 1Q26 update to highlight a notable milestone: the fir...
06/12/2026

The newest from your energy authority... Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than a decade on its dedicated acreage, connected during 2Q26. Read more at

The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley research.

The newest from your energy authority... South Bow on May 29 announced open season results for its Prairie Connector pro...
06/12/2026

The newest from your energy authority... South Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty, Alberta to US delivery points. The company also revealed several key project details, giving the market more visibility on a potential new Canadian crude egress path. Read more at

South Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty, Alberta to US delivery points. The company also revealed several key project details, giving the market more visibility on a potential new Canadian crude egress pa...

The newest from your energy authority... Enterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US ...
06/11/2026

The newest from your energy authority... Enterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much faster clip than East Daley had expected. Read more at

Enterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much faster clip than East Daley had expected.

The newest from your energy authority... The Permian Basin will soon be open for business, but Agua Dulce isn't ready to...
06/10/2026

The newest from your energy authority... The Permian Basin will soon be open for business, but Agua Dulce isn't ready to buy yet. Two pipeline expansions aimed for South Texas could temporarily swamp the regional market later this year. Read more at

The Permian Basin will soon be open for business, but Agua Dulce isn't ready to buy yet. Two pipeline expansions aimed for South Texas could temporarily swamp the regional market later this year.

The newest from your energy authority... Matador Resources is weighing a spinoff of San Mateo Midstream, management disc...
06/09/2026

The newest from your energy authority... Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would take advantage of a hot market for G&P assets in the Delaware Basin, where Permian producers are increasingly focusing their drilling and development programs. Read more at

Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would take advantage of a hot market for G&P assets in the Delaware Basin, where Permian producers are increasingly focusing their drilling and development programs.

The newest from your energy authority... The global fleet of ethane-capable vessels is set to nearly double by the end o...
06/05/2026

The newest from your energy authority... The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley research. Read more at

The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley research.

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