Midwest Demand Growth Drives $1.5B Columbia Gas Expansion
TC Energy plans to invest $1.5B to meet load growth on the Columbia Gas system, part of a trend of…
Natural Gas
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
DUC and Cover: Haynesville Crosses 60 Rigs as Producers Bank Wells
Drilling in the ArkLaTex Basin (Haynesville) has staged a sharp recovery over the past 18 months, reaching a multi-year high…
Data Centers Drive Demand Growth, Pipe Expansions in Midwest
Data center developers have set their sights on the Midwest, targeting the region with an aggressive slate of new projects.…
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
FID for Commonwealth LNG? This One’s a Head(er)-Scratcher
Commonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…
Chevron, Microsoft Confirm Permian Data Center Negotiations, Supporting In-Basin Demand
Chevron has entered into an exclusivity agreement with Microsoft and Engine No. 1 to develop a massive data center in…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…