Venture Global Takes FID on First Phase of CP2 LNG Project
Venture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…
Natural Gas
MPLX Buys Northwind for $2.375B, Acquires More NGLs for JV Project
MPLX will acquire Northwind Midstream Partners in the Permian Basin for $2.375B in cash, the latest move in the industry…
Permian 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 Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
Emerging Midland Asset Could Attract Suitors
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Industry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…
Plaquemines Demand Passes 2.6 Bcf/d as Venture Global Starts Phase 2
Venture Global (VG) has started producing LNG from Phase 2 of its Plaquemines terminal, Reuters reports. The Louisiana facility is…
Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…