28May2025Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward ProducersEnergy Transfer, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteTallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…READ
22May2025Weak Flows Suggest Double H Unwinding is HereBakken, Crude, Energy Transfer, Kinder Morgan, The Daley NoteKinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…READ
9May2025KMI Maintains Project Momentum with Elba Express ExpansionKinder Morgan, Natural Gas, WilliamsKinder Morgan kicked off earnings season with the Elba Express Bridge project, a 71-mile extension into South Carolina backed by…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
9Apr2025Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This SpringKinder Morgan, Natural Gas, Permian, The Daley NoteNegative natural gas prices have returned to the Permian Basin, despite the start of the Matterhorn pipeline six months ago.…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
26Mar2025Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates BuzzArkLaTex, Kinder Morgan, Natural Gas, The Daley Note, WilliamsHedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville.READ
21Mar2025Double H Conversion Creates Risk for DJ Oil PipesCrude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley NoteDouble H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…READ
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
11Mar2025Pipelines Advance Supply Deals for Texas Data CentersEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NotePipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…READ