ET Makes FID on Gas Pipeline to Meet Southwest Growth
Energy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…
Kinder Morgan
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
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…
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…