2Oct2024Gulf Run Ramps Southbound Deliveries to Golden Pass PipelineArkLaTex, Energy Transfer, Natural Gas, The Daley NoteEnergy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows…READ
26Sep2024Green Shoots for a Gas Basin Turnaround?Anadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, Oneok, Targa, The Daley NoteGas prices seem stuck near $2/MMBtu, yet some producers have been quietly growing rigs in the ArkLaTex (Haynesville) and Anadarko…READ
24Sep2024Choked Haynesville Supply Hints at Brighter Year AheadArkLaTex, DTM Midstream, Energy Transfer, Equity, Natural Gas, The Daley Note, WilliamsHaynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to East Daley’s…READ
13Sep2024Just Chill: Cooldown Cargo Advances Next LNG ProjectArkLaTex, Natural Gas, The Daley NoteVenture Global recently received its first vessel at Plaquemines LNG. The company is using a cooldown cargo instead of pipeline…READ
4Sep2024$3.3B EnLink Deal Moves the Needle for ONEOKAnadarko, ArkLaTex, EnLink, Equity, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase move the needle in several ways: ENLC assets bridge…READ
10Jul2024Midstream Takes a Selective Hit from Low Gas PricesArkLaTex, DTM Midstream, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsEast Daley Analytics’ survey of gathering systems shows asymmetrical impacts from gas production cuts in 2Q24, creating winners and losers…READ
8May2024A Golden Pass Delay Would Bend, Not Break Bullish ‘25 ViewArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsBloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…READ
3May2024LNG Growth Can Flip Economics Driving Gas PricesArkLaTex, Natural Gas, Northeast, Permian, The Daley NoteDriven by new LNG projects, natural gas demand growth will exceed supply in 2025, according to East Daley‘s latest Macro…READ
2May2024In 2025, Gas Could Break Through to Other SideArkLaTex, Natural Gas, Northeast, Permian, The Daley NoteNatural gas producers are suffering through a terrible year in 2024. But if operators can ride out the storm, our…READ
30Apr2024Plaquemines LNG Takes First Gas in Project MilestoneArkLaTex, Enbridge, Natural Gas, The Daley NoteVenture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana.READ