20Jun2025Crude Realities for Permian GasNatural Gas, Permian, The Daley NoteAfter years of aggressive development, the Permian is entering a more tempered growth phase as producers recalibrate activity in response…READ
19Jun2025Crude Volatility, Capex Cuts Lower Permian Gas OutlookNatural GasInfrastructure: Permian gas is entering a more tempered growth phase as producers respond to lower oil prices and shifting economic…READ
18Jun2025Williams Plays Pipeline Politics in NortheastNatural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline and Northeast Supply Enhancement projects have been thrust back into the spotlight thanks to vocal backing from…READ
17Jun2025Wanted: A Home for Suddenly Stranded EthaneEnterprise, Ethane, Natural Gas, Natural Gas Liquids, The Daley NoteAs the Trump administration clamps down on ethane exports to China, industry is scrambling to find a home for displaced…READ
13Jun2025Plaquemines LNG Ramp Drives Southeast VolatilityNatural Gas, Southeast Gulf, The Daley NoteEast Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d…READ
12Jun2025LNG Canada Readies for Mid-’25 StartNatural GasMarket volatility is prompting some companies to re-evaluate investments in data centers, which could have a knock-on effect for gas…READ
10Jun2025EOG Puts Northeast in Spotlight with $5.6B Encino DealCrude, EOG, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note, WilliamsEOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.READ
6Jun2025Kinetik Rides Post-Earnings MomentumEnergy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteKinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.READ
5Jun2025Plaquemines Ramp Drives Southeast VolatilityNatural GasMarket volatility is prompting some companies to re-evaluate investments in data centers, which could have a knock-on effect for gas…READ
5Jun2025All Aboard the Power Express: Next Big Transco Project Targets Data CentersEquity, Natural Gas, Northeast, The Daley Note, WilliamsWilliams rolled out its next big expansion, the Power Express project on the Transcontinental pipeline, in the company’s 1Q25 earnings…READ