3Sep2026The Big Swing: Pre-FID LNG is a Huge Share of Future Gas DemandCheniere Energy, LNG, Natural Gas, The Daley NoteLNG exports are the main engine driving growth in US natural gas demand, supported by strong global interest and low…READ
1Sep2026Home is Where the Gas is: Permian is Ground Zero for Data CentersChevron, Data Centers, Natural Gas, Permian, The Daley NoteDrawn by cheap land and abundant gas, the Permian has become a hotbed of data center development. The trend looks…READ
28Aug2026Red Tape Snares Bison XPress ExpansionBakken, Kinder Morgan, Natural Gas, Powder River, TC Energy, The Daley NoteIn theory, the Bison Xpress reversal expansion is live. Construction of the project on Northern Border Pipeline has been completed…READ
26Aug2026Not so Alone: Solitude Joins Packed Field to Open Permian Gas TakeawayEnergy Transfer, MPLX LP, Natural Gas, Permian, The Daley Note, Western Midstream PartnersThe massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…READ
19Aug2026Data Centers Drive Higher Northeast Supply OutlookData Centers, Natural Gas, Northeast, The Daley NoteEast Daley Analytics has revised up our gas supply forecast for the Northeast as developers continue to announce new data…READ
18Aug2026LNG Wave Builds to 35 Bcf/d, Putting Onus on Gas SupplyLNG, Natural Gas, The Daley Note, Venture GlobalThe US LNG buildout continues to advance, but the industry’s next constraint may be securing enough natural gas to feed…READ
14Aug2026Texas Freezes Data Center Approvals, Leaving New Gas Demand in LimboData Centers, Natural Gas, The Daley NoteTexas has temporarily suspended permitting for new data centers to conduct an audit of pending projects, putting several Bcf/d of…READ
6Aug2026Twin Eagle Deal Moves EXE Downstream as a Top Marketer. Is Midstream Next?ArkLaTex, Equity, Haynesville, Natural Gas, Northeast, Permian, The Daley NoteExpand Energy has reached a deal to purchase marketing and energy services company Twin Eagle Holdings from Five Point Infrastructure.…READ
5Aug2026Get in Line: Turbine Delays Stall Demand Growth in Gas MarketData Centers, Natural Gas, The Daley NoteUtilities and technology companies are proposing a wave of natural gas-fired generation to serve rising electricity demand, data center buildouts…READ
4Aug2026The Next Permian Bottleneck? Oil PipelinesCrude, Energy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe start of new Permian gas pipeline expansions has materially improved Waha hub prices and bolstered drilling economics for producers.…READ