22Jan2025LNG Investors Await Warmer Embrace by TrumpEnergy Transfer, Natural Gas, The Daley NoteThe LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a…READ
15Jan2025Winter Blitz Calls Transco Expansions into ActionEquity, Natural Gas, The Daley Note, WilliamsWinter storms have ignited heating demand and increased flows on new expansions of Williams’ (WMB) Transcontinental pipeline, including the Southside…READ
10Jan2025Venture Global, Cheniere Usher in Next LNG WaveNatural Gas, The Daley NoteA long-awaited wave of new LNG demand is coming into view. Venture Global has exported the first commissioning cargo from…READ
7Jan2025With FID, KMI Hints at Next Wave of Capital SpendingEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan subsidiary Tennessee Gas Pipeline (TGP) is moving forward with the Mississippi Crossing project, securing long-term agreements for the…READ
3Jan2025Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth OutlookCrude, Enbridge, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, WilliamsFlows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.READ
31Dec2024Best of 2024: Blackcomb FID Could be Knockout Blow to Permian Pipe CompetitionEnbridge, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteA Whitewater-backed investor group has reached FID on Blackcomb Pipeline, a new 42-inch gas line out of the Permian Basin.…READ
25Dec2024Best of 2024: Data Center Demand Could Send Midstream to the MoonEnergy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley Note, WilliamsThe energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…READ
19Dec2024Boardwalk Strikes First in Race to Meet Southeast GrowthArkLaTex, Energy Transfer, Kinder Morgan, Natural GasBoardwalk Pipeline has taken FID on the Kosci Junction project, moving ahead of several competing projects to meet demand growth…READ
18Dec2024Uinta Expansions Boost Volumes at WES PlantEquity, Kinder Morgan, Natural Gas, Uinta, Western Midstream Partners, WilliamsWestern Midstream (WES) is poised to gain gas processing volumes in the Uinta Basin thanks to recent agreements with Williams…READ
17Dec2024ET Pipe FID Delivers Risk of a Permian OverbuildEnergy Transfer, Natural Gas, Permian, The Daley NoteEnergy Transfer will move forward with the $2.7B Hugh Brinson Pipeline (formerly the Warrior Pipeline). The final decision is a…READ