Choked Haynesville Supply Hints at Brighter Year Ahead
Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to East Daley’s…
ArkLaTex
Just Chill: Cooldown Cargo Advances Next LNG Project
Venture Global recently received its first vessel at Plaquemines LNG. The company is using a cooldown cargo instead of pipeline…
$3.3B EnLink Deal Moves the Needle for ONEOK
Anadarko, ArkLaTex, EnLink, Equity, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley Note
ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase move the needle in several ways: ENLC assets bridge…
Midstream Takes a Selective Hit from Low Gas Prices
East Daley Analytics’ survey of gathering systems shows asymmetrical impacts from gas production cuts in 2Q24, creating winners and losers…
A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View
Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…
LNG Growth Can Flip Economics Driving Gas Prices
Driven by new LNG projects, natural gas demand growth will exceed supply in 2025, according to East Daley‘s latest Macro…
In 2025, Gas Could Break Through to Other Side
Natural gas producers are suffering through a terrible year in 2024. But if operators can ride out the storm, our…
Plaquemines LNG Takes First Gas in Project Milestone
Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana.
Limp Haynesville Delivery has Bulls at Attention
Unexpectedly soft deliveries are creating headaches for pipelines and causing Haynesville supply to decline much faster than East Daley had…
Without LEG, Williams Loses Kick to 2024 Earnings
A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…