23Oct2026LNG Canada Consortium Takes FID on Phase 2 ExpansionLNG, Natural Gas, TC Energy, The Daley Note, WCSBOn Sept. 29, Shell announced it will move forward with a Phase 2 expansion at the LNG Canada project. The…READ
14Oct2026Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley NoteSouth Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…READ
8Oct2026Big Gator: Venture Global Lifts Plaquemines Pipe Capacity Ahead of ExpansionLNG, Natural Gas, The Daley Note, Venture GlobalVenture Global has lifted the operational capacity of the Gator Express pipeline system by over 600 MMcf/d ahead of a…READ
29Sep2026Everyone Wants a Piece of US LNGCheniere Energy, LNG, Natural Gas, The Daley Note, Venture GlobalAlready in high demand, US LNG has become an even hotter commodity thanks to the Iran conflict. Market desperation has…READ
3Sep2026The Big Swing: Pre-FID LNG is a Huge Share of Future Gas DemandCheniere Energy, LNG, Natural Gas, The Daley NoteLNG exports are the main engine driving growth in US natural gas demand, supported by strong global interest and low…READ
18Aug2026LNG Wave Builds to 35 Bcf/d, Putting Onus on Gas SupplyLNG, Natural Gas, The Daley Note, Venture GlobalThe US LNG buildout continues to advance, but the industry’s next constraint may be securing enough natural gas to feed…READ
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