Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
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East Daley Analytics Preview and Review Report
East Daley regularly updates Midstream Company Financials. Clients get access to Preview and Review Reports and Models on each company. This is an example of a previous report on Kinetik Holdings.
Kinetik on Energy Data Studio®
East Daley regularly updates Midstream Company Financials. Clients get access to Preview and Review Reports and Models on each company. This is an example of a previous report on MPLX LP.
Shock to the System: Sub-$2 Gas on the Horizon
Sub-$2.00 natural gas prices are now clearly in view, and there may not be a lot the market can do to prevent them.
Natural gas prices have already fallen by 65% this winter. The March front-month Henry Hub contract is trading below $2.50/MMBtu as of Monday (Feb. 6), and futures are under $3.00 through the first half of 2023.
But the price cuts aren’t deep enough, according to East Daley’s latest Macro Supply and Demand Forecast. We see the need for a “shock to the system” to slow production growth. Even with lower gas-directed drilling and lingering constraints on Permian pipeline takeaway, it may take a price shock to force producers to choke back wells and defer completions.
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