30Oct2026Bakken East Gets the Green Light, Opening a Local Market for Bakken GasBakken, Natural Gas, The Daley NoteMDU Resources reached a final investment decision on Sept. 30 for the Bakken East Pipeline. The FID is a watershed…READ
28Oct2026SpaceX is Rocket Fuel for Gas DemandEnbridge, Energy Transfer, Kinder Morgan, MPLX LP, Natural Gas, The Daley NoteSpaceX is emerging as one of the largest new customers for natural gas. The upside is real for midstream: The…READ
27Oct2026Southeast Connector’s 1 Bcf/d Capacity Blocks Outrun Likely Data Center DemandData Centers, Kinder Morgan, Natural Gas, Northeast, The Daley NoteKinder Morgan is asking utilities in the Southeast to commit to at least 1 Bcf/d apiece on Southeast Connector (SEC),…READ
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
22Oct2026Boardwalk Rolls Out a Slimmed-Down Borealis ProjectBoardwalk Pipelines, Natural Gas, Northeast, The Daley NoteBoardwalk Pipelines has modified its proposed Borealis gas project, reining in the project scope in an effort to attract more…READ
20Oct2026TETCO, ARM Projects Take Aim at Gillis BottleneckEnbridge, Natural Gas, Permian, Sempra Energy, The Daley NoteEnbridge is working with ARM Energy Holdings on pipeline expansions to move gas supply from Katy to the Gillis hub…READ
15Oct2026ET Needs Other Levers to Make $2.625B Vaquero Deal WorkEnergy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersEnergy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…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
9Oct2026Up to Snow Good: Looser Winter Market Creates Risk for Gas BullsArkLaTex, Haynesville, Natural Gas, Northeast, Permian, The Daley NoteEast Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…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