7Oct2025Non-Core Asset of the Week: Jonah GatheringFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaEnterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…READ
7Oct2025NG3 Pipeline Start Heralds Haynesville MomentumArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, WilliamsMomentum Midstream’s New Generation Gas Gathering (NG3) pipeline officially started service on Oct. 1, flowing over 0.5 Bcf/d on the…READ
1Oct2025Port Arthur FID Caps Bullish Summer for LNG Projects, Gas DemandArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, WilliamsIt’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…READ
30Sep2025Crude Bottlenecks Threaten Permian Gas AmbitionsCrude, Energy Transfer, Enterprise, Natural Gas, Plains, The Daley NoteThe industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…READ
30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ
24Sep2025Data Center Boom Spawns Backlash, Risking Some Upside for GasData Centers, Natural Gas, The Daley Note, WilliamsThe surge in US data center development has boomeranged on the industry in the form of a consumer backlash, driven…READ
23Sep2025Sour Gas Trend Highlights Potential Winners, Targets in Delaware MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaSour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
19Sep2025A New Bakken Pipeline? North Dakota Agency Backs WBI ProjectBakken, Natural Gas, The Daley NoteA North Dakota government agency has thrown its support behind a pipeline expansion planned by WBI Energy, raising the odds…READ
17Sep2025Haynesville Rigs Climb Ahead of Gas Demand RampArkLaTex, Haynesville, Natural Gas, The Daley Note, WilliamsAfter troughing in January, Haynesville rig counts have steadily climbed through the year, reaching 55 rigs in August. The ramp…READ