16May2025Destination North Dakota? Mystery Demand Drives Competing Bakken ProjectsBakken, DTM Midstream, Natural Gas, Oneok, The Daley NoteNorth Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding…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
5Mar2025Ready for a Haynesville Recovery? LEAP Flows Show the WayDTM Midstream, Natural Gas, The Daley NoteAfter a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in…READ
13Nov2024WhiteWater’s Pelican Project Tackles Louisiana Capacity ShortageArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsWhiteWater Midstream has entered the Haynesville and taken FID on the Pelican Pipeline, a 1.75 Bcf/d line linking Haynesville development…READ
5Nov2024Midstreamer Bucks the Haynesville SlumpArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, TC Energy, The Daley Note, WilliamsHaynesville gas production has fallen over 3 Bcf/d in 2024, dragging volumes down on many of the largest gathering systems.…READ
9Oct2024Ruling in LEG Dispute Opens Door to Pipe ActionArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsRegulators have sided with Williams in a dispute with Energy Transfer over the Louisiana Energy Gateway (LEG) project, breaking a…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
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
24Apr2024Limp Haynesville Delivery has Bulls at AttentionArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteUnexpectedly soft deliveries are creating headaches for pipelines and causing Haynesville supply to decline much faster than East Daley had…READ