19Feb2026Storage Deficits are the New Reality in Gas, Putting a Strain on PricesNatural Gas, The Daley NoteFor the first time in nearly a year, natural gas traders are contending with substantial storage deficits following disruptions from…READ
18Feb2026Delaware Takes Center Stage as Producers Expand Search for Permian CrudeCrude, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteMore Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…READ
13Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Crude, Equity, Natural Gas, Permian, The Daley NoteIgnore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…READ
10Feb2026Developers Plan Gulf Coast Storage to Manage Explosive LNG GrowthArkLaTex, Haynesville, Kinder Morgan, Natural Gas, The Daley Note, Venture GlobalLNG demand along the Gulf Coast is expected to more than double by the end of the decade, requiring significant…READ
5Feb2026Regime Change in the Permian? Plant Data Shows Rotation as Growth SlowsEnergy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Permian, Targa, The Daley NoteGrowth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…READ
3Feb2026Golden Pass LNG Receives Cooldown Cargo, Moves Closer to StartupCheniere Energy, ExxonMobil, Natural Gas, The Daley NoteGolden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…READ
28Jan2026Williams Expansions Boost Rockies’ Access to Western Gas MarketDenver Julesberg, Green River, Natural Gas, Powder River, The Daley Note, WilliamsWilliams has started service on an expansion of its MountainWest Overthrust Pipeline. The project is one of several planned on…READ
27Jan2026Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub RallyAnadarko, ArkLaTex, Crude, Haynesville, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteAfter a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…READ
22Jan2026With Lake Charles LNG Suspension, ET Beaches its White WhaleCheniere Energy, Energy Transfer, Natural Gas, Sempra Energy, The Daley Note, Venture GlobalAfter 12 years, Energy Transfer is walking away from the Lake Charles LNG export project. The decision left many investors…READ
21Jan2026Meta’s Project Sucre Hits the Sweet Spot for Louisiana Gas MarketArkLaTex, Data Centers, Energy Transfer, Haynesville, Natural Gas, The Daley NoteThe data center boom is coming to Louisiana, bringing upside to the state’s natural gas market. Utility Entergy Louisiana is…READ