18Jun2026Delfin Reaches FID on First US Floating LNG, Joining a Crowded Louisiana MarketCheniere Energy, LNG, Natural Gas, The Daley Note, Venture GlobalDelfin Midstream took a final investment decision June 3 on the first vessel of its Delfin LNG project, the first…READ
16Jun2026Start of GCX Expansion Moves Waha Prices to Bad from AbysmalEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…READ
10Jun2026Influx of Permian Gas Ready to Swamp South TexasCheniere Energy, Kinder Morgan, Natural Gas, Permian, The Daley NoteThe Permian Basin will soon be open for business, but Agua Dulce isn’t ready to buy yet. Two pipeline expansions…READ
9Jun2026Matador Teases a San Mateo SpinoffDelaware Basin, Equity, Kinetik, Natural Gas, Permian, Phillips 66, Targa, The Daley NoteMatador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…READ
4Jun2026Batteries Become a Drain on California Gas DemandNatural Gas, The Daley NoteCalifornia’s transition toward renewable generation backed by batteries is sapping natural gas consumption, even as electricity demand growth tied to…READ
29May2026Commonwealth LNG Reaches FID, With a Header to BootCheniere Energy, LNG, Natural Gas, The Daley NoteCaturus is moving forward with Commonwealth LNG, the latest export project to be sanctioned in a bullish environment for US…READ
27May2026Will Ruby Shine Again? Data Centers, Pipe Expansions Can Restore Sparkle to Beleaguered PipelineData Centers, Green River, Kinder Morgan, Natural Gas, Pembina, The Daley Note, WilliamsRuby Pipeline, one of the more distressed gas assets in the Lower 48, could be poised for a turnaround. A…READ
21May2026Midwest Demand Growth Drives $1.5B Columbia Gas ExpansionMidwest, Natural Gas, Northeast, TC Energy, The Daley NoteTC Energy plans to invest $1.5B to meet load growth on the Columbia Gas system, part of a trend of…READ
20May2026When Production Grows, Who Gets Paid?Crude, Equity, Natural Gas, Permian, The Daley NoteEnergy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…READ
19May2026WES Passes on Kinetik With $1.6B Brazos Midstream AcquisitionExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream PartnersWestern Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…READ