How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for Williams
The industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…
Natural Gas
Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to Table
ConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Western Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…
The Haynesville Shuffle: Japan Inc. Transforms Outlook in Hottest US Gas Patch
Japanese investors and disciplined public operators increasingly define the endgame in the Haynesville: scale, inventory depth, and integrated market access…
Is Enterprise’s Growth Story Fact or Fantasy? Company Outlines Bold Plan to Boost Earnings
Enterprise Products has laid out an ambitious path to expand earning the next two years, backed by its extensive gathering…
Storage Deficits are the New Reality in Gas, Putting a Strain on Prices
For the first time in nearly a year, natural gas traders are contending with substantial storage deficits following disruptions from…
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…
Developers Plan Gulf Coast Storage to Manage Explosive LNG Growth
LNG demand along the Gulf Coast is expected to more than double by the end of the decade, requiring significant…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…
Golden Pass LNG Receives Cooldown Cargo, Moves Closer to Startup
Golden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…