Texas Freezes Data Center Approvals, Leaving New Gas Demand in Limbo
Texas has temporarily suspended permitting for new data centers to conduct an audit of pending projects, putting several Bcf/d of…
Natural Gas
Twin Eagle Deal Moves EXE Downstream as a Top Marketer. Is Midstream Next?
Expand Energy has reached a deal to purchase marketing and energy services company Twin Eagle Holdings from Five Point Infrastructure.…
Get in Line: Turbine Delays Stall Demand Growth in Gas Market
Utilities and technology companies are proposing a wave of natural gas-fired generation to serve rising electricity demand, data center buildouts…
The Next Permian Bottleneck? Oil Pipelines
The start of new Permian gas pipeline expansions has materially improved Waha hub prices and bolstered drilling economics for producers.…
Sunrise Project Adds Southbound Optionality, but LNG Leverage Looks Indirect
Enbridge’s Westcoast pipeline in British Columbia is becoming a bigger part of the story for Western Canadian gas takeaway. But…
LNG Gets the Bends: High Nitrogen Content Plagues Some Project Ramps
Elevated nitrogen content in natural gas flowing from the Permian Basin is creating operational hazards for some LNG exporters. The…
Momentum Midstream is a Bet on the Haynesville LNG Corridor
Momentum Midstream is reportedly the subject of a $5.5B pursuit, with Williams named as the rumored buyer. The more durable…
Waha Gains Reset Permian Ethane Economics
Energy Transfer, Ethane, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, Phillips 66, The Daley Note
The startup of two Permian pipeline expansions has helped pull Waha natural gas prices out of persistently negative territory, materially…
San Mateo Midstream Acquires Cardinal Midstream
Matador Resources (MTDR) announced today that San Mateo Midstream has entered into an agreement to acquire Cardinal Midstream for $752MM…
Antero’s Growth Story Gets Drier
Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…