27Aug2025Back Door Demand: Permian Shippers May Poach Rockies Data Center GrowthDenver Julesberg, Natural Gas, Permian, Piceance, Tallgrass Energy, The Daley NoteAn emerging data center industry along the Colorado and Wyoming Front Range should spell good news for producers in the…READ
22Aug2025Plaquemines Demand Passes 3 Bcf/d as Phase 2 Expansion RampsArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalPlaquemines LNG feedgas deliveries averaged over 3 Bcf/d last week, peaking at 3.3 Bcf/d on Aug.10-11 as Venture Global continues…READ
20Aug2025The Summer is Dead, Long Live the SummerNatural Gas, The Daley NoteNatural gas prices have fallen below $3/MMBtu as hopes fade for a summer rally. Traders are grappling with the reality…READ
19Aug2025Matterhorn Fully Subscribed After Producers Add ContractsEOG, FANG, Natural Gas, Permian, The Daley Note, WhiteWater MidstreamThe Matterhorn pipeline is fully subscribed after several producers in the Permian Basin added contracts in 1Q25, according to new…READ
13Aug2025ET Makes FID on Gas Pipeline to Meet Southwest GrowthEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteEnergy Transfer reached a final investment decision on an expansion of its Transwestern Pipeline to serve growing natural gas demand…READ
6Aug2025Venture Global Takes FID on First Phase of CP2 LNG ProjectArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsVenture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…READ
5Aug2025MPLX Buys Northwind for $2.375B, Acquires More NGLs for JV ProjectEquity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley NoteMPLX will acquire Northwind Midstream Partners in the Permian Basin for $2.375B in cash, the latest move in the industry…READ
31Jul2025Permian 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 PartnersEast Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…READ
30Jul2025Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth TargetCrude, Equity, Kinetik, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEast Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ