22Aug2025Plaquemines Demand Passes 3 Bcf/d as Phase 2 Expansion RampsArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalPlaquemines LNG feedgas deliveries averaged over 3 Bcf/d last week, peaking at 3.3 Bcf/d on Aug.10-11 as Venture Global continues…READ
6Aug2025Venture Global Takes FID on First Phase of CP2 LNG ProjectArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsVenture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…READ
5Aug2025KMI, ArcLight Expanding NGPL to Meet New Power DemandFundamentally Speaking, Haynesville, Kinder MorganIn Kinder Morgan’s (KMI) 2Q25 earnings materials, the company announced two expansions on the Natural Gas Pipeline Company of America…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ
22Jul2025Plaquemines Demand Passes 2.6 Bcf/d as Venture Global Starts Phase 2ArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalVenture Global (VG) has started producing LNG from Phase 2 of its Plaquemines terminal, Reuters reports. The Louisiana facility is…READ
16Jul2025Reading the 2Q25 Earnings Tea Leaves – Volumes OutlookArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley NoteThe 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…READ
17Jun2025$5.6B EOG-Encino Deal Shines Spotlight on NortheastEOG, Fundamentally Speaking, HaynesvilleExec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary. Rigs: $60 oil prices…READ
30May2025Haynesville M&A Continues with Clearfork Midstream DealHaynesville, Natural Gas, The Daley NoteM6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the…READ
7May2025Citadel Hits the Ground Running in the HaynesvilleEnergy Transfer, Haynesville, Kinder Morgan, Natural Gas, WilliamsHedge fund Citadel is quickly making a splash as an E&P operator, ramping up drilling in the Haynesville just two…READ