17Apr2025LNG Exporters Will Survive a Trade WarNatural Gas, The Daley NoteHow would a trade war affect US LNG exports? East Daley Analytics sees consequences from the Trump administration’s fight over…READ
16Apr2025Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian GasAntero, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsBoardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…READ
10Apr2025Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply BoomArkLaTex, Natural Gas, The Daley NoteTokyo Gas subsidiary TG Natural Resources has acquired a 70% stake in Chevron U.S.A.’s East Texas gas assets, enabling long-term…READ
9Apr2025Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This SpringKinder Morgan, Natural Gas, Permian, The Daley NoteNegative natural gas prices have returned to the Permian Basin, despite the start of the Matterhorn pipeline six months ago.…READ
3Apr2025Haynesville Rebound Starts with a Few Small StepsArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteFlows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…READ
1Apr2025Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian PipeNatural Gas, Permian, The Daley NoteThe Matterhorn pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate…READ
28Mar2025The Anadarko Catches a Bid from $4 Gas PricesAnadarko, Energy Transfer, Natural Gas, Oneok, Phillips 66, TargaOperators are returning to core of the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so…READ
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