Haynesville Producers Play a Game of Rig Chicken
East Daley’s gas balances show a need for more Haynesville supply later in 2025, which will require operators to step…
Natural Gas
Data Centers’ Voracious Power Demand Drives Gas Renaissance
The data center industry is growing rapidly and creating significant upside for natural gas. East Daley’s base case projects up…
AI Boom Comes to Texas, Sparking Natural Gas Demand Surge
New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…
Sayonara, Surplus. Cold Wipes Out Gas Market Cushion
Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest…
Outrigger Deal Moves KMI Closer to Filling Double H
Kinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.
Hess Takes the Over on Bakken Growth
East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…
KMI Reports: What to Watch in 4Q Earnings
Kinder Morgan reported 4Q24 results and gave midstream investors the first data points of the earnings season. There were a…
Plaquemines LNG Start Lifts KMI, Enbridge Pipes
Startup of Plaquemines LNG is boosting flows on Kinder Morgan and Enbridge gas pipelines, passing 1.3 Bcf/d last week from…
KMI’s Trident Project Pops a Texas Gas Bubble
Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline to connect Permian gas to LNG export demand…
$844MM Outrigger Deal Kills Two Birds for KMI
Kinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…