31Jul2026Sunrise Project Adds Southbound Optionality, but LNG Leverage Looks IndirectEnbridge, LNG, Natural Gas, TC Energy, The Daley Note, WCSBEnbridge’s Westcoast pipeline in British Columbia is becoming a bigger part of the story for Western Canadian gas takeaway. But…READ
28Jul2026LNG Gets the Bends: High Nitrogen Content Plagues Some Project RampsCheniere Energy, LNG, Natural Gas, Permian, The Daley NoteElevated nitrogen content in natural gas flowing from the Permian Basin is creating operational hazards for some LNG exporters. The…READ
24Jun2026Costa Azul Produces First LNG, Adding to Southwest Demand GrowthLNG, Natural Gas, Permian, San Juan, TC Energy, The Daley NoteOn June 4, Sempra Energy announced that Phase 1 of ECA LNG (Energia Costa Azul) achieved first LNG production. The…READ
18Jun2026Delfin Reaches FID on First US Floating LNG, Joining a Crowded Louisiana MarketCheniere Energy, LNG, Natural Gas, The Daley Note, Venture GlobalDelfin Midstream took a final investment decision June 3 on the first vessel of its Delfin LNG project, the first…READ
29May2026Commonwealth LNG Reaches FID, With a Header to BootCheniere Energy, LNG, Natural Gas, The Daley NoteCaturus is moving forward with Commonwealth LNG, the latest export project to be sanctioned in a bullish environment for US…READ
22Apr2026FID for Commonwealth LNG? This One’s a Head(er)-ScratcherArkLaTex, Haynesville, LNG, Natural Gas, The Daley NoteCommonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…READ
11Mar2026What LNG Glut? Qatari Outage Puts US Projects in the Driver’s SeatCheniere Energy, LNG, Natural Gas, Sempra Energy, The Daley Note, Venture GlobalAnalyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…READ