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
9Apr2024FTC Request Delays CHK-SWN MergerArkLaTex, DTM Midstream, Energy Transfer, MPLX LP, Natural Gas, Northeast, WilliamsChesapeake (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P merger following an information request from…READ
22Mar2024First Midstream Investment Starts in Ohio-Utica ShaleDTM Midstream, Natural Gas, Northeast, The Daley NoteDT Midstream has started a new gathering pipeline ahead of schedule in the Ohio-Utica shale, the first major midstream investment…READ
6Mar2024Chesapeake Puts 1 Bcf/d of Production on HoldDTM Midstream, Energy Transfer, Natural Gas, The Daley Note, WilliamsChesapeake will pull back on drilling and new well starts in response to low natural gas prices. CHK is one…READ
23Feb2024ArkLaTex Samples Rise in February, Bucking Fall in Gas PricesArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteEast Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices.READ