27Mar2025WMB’s Project Socrates Offers Enlightening Energy SolutionNatural Gas, Northeast, The Daley Note, WilliamsWilliams is pursuing Project Socrates to meet demand for data centers. WMB is investing $1.6B in the project and targeting…READ
26Mar2025Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates BuzzArkLaTex, Kinder Morgan, Natural Gas, The Daley Note, WilliamsHedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville.READ
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
18Mar2025Ambitious Plaquemines Ramp Raises Stakes on Gas SupplyArkLaTex, Natural Gas, The Daley NoteVenture Global plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively…READ
14Mar2025Storage Dynamic Changes Winter Flows to West CoastNatural Gas, The Daley NoteRobust storage has been the story of the West Coast natural gas market this winter, changing flows on some pipelines…READ
11Mar2025Pipelines Advance Supply Deals for Texas Data CentersEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NotePipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…READ
5Mar2025Ready for a Haynesville Recovery? LEAP Flows Show the WayDTM Midstream, Natural Gas, The Daley NoteAfter a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in…READ
28Feb2025Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas HeaderKinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter…READ
26Feb2025Kinetik’s Durango Deal Pays Off as Rigs Double on SystemEquity, Kinetik, Natural Gas, PermianKinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…READ
20Feb2025The Bear Case Looms: 4 Threats to the AI Gas BoomNatural Gas, The Daley NoteThe data center industry is causing a stir in the gas sector in anticipation of surging demand. Yet reality ultimately…READ