22Aug2025Plaquemines Demand Passes 3 Bcf/d as Phase 2 Expansion RampsArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalPlaquemines LNG feedgas deliveries averaged over 3 Bcf/d last week, peaking at 3.3 Bcf/d on Aug.10-11 as Venture Global continues…READ
6Aug2025Venture Global Takes FID on First Phase of CP2 LNG ProjectArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsVenture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ
22Jul2025Plaquemines Demand Passes 2.6 Bcf/d as Venture Global Starts Phase 2ArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalVenture Global (VG) has started producing LNG from Phase 2 of its Plaquemines terminal, Reuters reports. The Louisiana facility is…READ
16Jul2025Reading the 2Q25 Earnings Tea Leaves – Volumes OutlookArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley NoteThe 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…READ
14May2025Woodside’s Bold LNG Bet Adds to Demand WaveArkLaTex, Energy Transfer, Natural Gas, Southeast Gulf, The Daley NoteWoodside Energy will move forward with the Louisiana LNG project without a diversified customer base. The $17.5B FID is a…READ
23Apr2025Developers Eye Gulf Coast Storage to Manage Regional GrowthArkLaTex, Natural Gas, Permian, The Daley NoteNeuVentus is developing a new natural gas storage hub, the Texas Reliability Underground (TRU) project, part of an industry push…READ
10Apr2025Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply BoomArkLaTex, Natural Gas, The Daley NoteTokyo Gas subsidiary TG Natural Resources has acquired a 70% stake in Chevron U.S.A.’s East Texas gas assets, enabling long-term…READ
3Apr2025Haynesville Rebound Starts with a Few Small StepsArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteFlows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…READ
26Mar2025Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates BuzzArkLaTex, Kinder Morgan, Natural Gas, The Daley Note, WilliamsHedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville.READ