KMI, ArcLight Expanding NGPL to Meet New Power Demand
In Kinder Morgan’s (KMI) 2Q25 earnings materials, the company announced two expansions on the Natural Gas Pipeline Company of America…
Kinder Morgan
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…
Weak Flows Suggest Double H Unwinding is Here
Kinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…
KMI Maintains Project Momentum with Elba Express Expansion
Kinder Morgan kicked off earnings season with the Elba Express Bridge project, a 71-mile extension into South Carolina backed by…
Citadel Hits the Ground Running in the Haynesville
Hedge fund Citadel is quickly making a splash as an E&P operator, ramping up drilling in the Haynesville just two…
Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring
Negative natural gas prices have returned to the Permian Basin, despite the start of the Matterhorn pipeline six months ago.…
Harmon Creek Project Lifts Northeast Ethane for Mystery Market
East Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…