14May2024Data Center Demand Could Send Midstream to the MoonEnergy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsThe energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…READ
26Apr2024Need a Permian Update? Targa Could Spill the TeaEquity, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteEast Daley is optimistic about Targa Resources’ (TRGP) outlook in 2024, and we’ll be watching if the company can shed…READ
23Apr2024Without LEG, Williams Loses Kick to 2024 EarningsArkLaTex, Energy Transfer, Equity, Natural Gas, The Daley Note, WilliamsA delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…READ
27Mar2024Kinetik Starts a Different Sort of Border ConflictEnLink, Equity, Kinetik, Natural Gas, Permian, Targa, The Daley NoteKinetik (KNTK) has started service on a pipeline extending the company’s West Texas G&P system into New Mexico, posing new…READ
20Mar2024EQT-Equitrans Merger Heralds Asset Sales AheadEquity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…READ
15Mar2024TC Energy Sells Portland Pipe, Chips Away at Sales GoalEquity, Natural Gas, Northeast, TC Energy, The Daley NoteTC Energy has reached a deal to sell the Portland Natural Gas Transmission System for US$1.14B, moving the company closer…READ
14Mar2024The Channel That Never SleepsEquity, Natural Gas Liquids, TargaThe Houston Ship Channel is working around the clock to keep liquefied petroleum gas (LPG) cargoes moving, thanks to a…READ
12Mar2024ETRN Volumes Fall as EQT Shuts 1 Bcf/d of ProductionEquitrans Midstream, Equity, Natural Gas, NortheastLeading producer EQT has shut ~1 Bcf/d of production in response to low gas prices. Equitrans is bearing most of…READ
7Mar2024Chord, Enerplus Plan a Bakken Super-MergerCrestwood, Crude, Enbridge, Equity, Natural Gas, Oneok, TargaChord Energy and Enerplus plan to merge in an $11B transaction, creating an E&P focused on Bakken oil development. Several…READ
5Mar2024Midstream Spends $10B on Gas Projects in 2024: CAPEX DashboardEquity, Natural GasEnergy companies plan to spend the lion’s share of midstream budgets on natural gas this year, investing over $10B to…READ