3Oct2024Matterhorn Begins Flowing Gas from PermianCrude, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteThe Matterhorn pipeline has started flowing gas near Katy. East Daley expects supply growth across Permian commodities in 4Q24 thanks…READ
2Oct2024Gulf Run Ramps Southbound Deliveries to Golden Pass PipelineArkLaTex, Energy Transfer, Natural Gas, The Daley NoteEnergy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows…READ
26Sep2024Green Shoots for a Gas Basin Turnaround?Anadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, Oneok, Targa, The Daley NoteGas prices seem stuck near $2/MMBtu, yet some producers have been quietly growing rigs in the ArkLaTex (Haynesville) and Anadarko…READ
24Sep2024Choked Haynesville Supply Hints at Brighter Year AheadArkLaTex, DTM Midstream, Energy Transfer, Equity, Natural Gas, The Daley Note, WilliamsHaynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to East Daley’s…READ
20Sep2024New Projects to Open Bakken NGL MarketsBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas Liquids, Oneok, TC Energy, The Daley NoteThe market for Bakken NGLs is set to open from several new pipeline projects.READ
19Sep2024Williams Asks for Emergency Permit to Keep Transco Expansion RunningNatural Gas, Northeast, The Daley Note, WilliamsWilliams (WMB) has filed for an emergency permit to keep a new expansion operating on its Transco system after an…READ
18Sep2024New Pipelines Shift Permian Volatility DownstreamEnbridge, Natural Gas, Permian, Targa, The Daley NoteThe new Blackcomb Pipeline will help resolve takeaway issues from the Permian Basin but will likely create other problems moving…READ
13Sep2024Just Chill: Cooldown Cargo Advances Next LNG ProjectArkLaTex, Natural Gas, The Daley NoteVenture Global recently received its first vessel at Plaquemines LNG. The company is using a cooldown cargo instead of pipeline…READ
5Sep2024Golden Pass Wants More Runway to Land the PlaneNatural Gas, The Daley NoteAfter the bankruptcy of its lead contractor, Golden Pass LNG is asking regulators for more time to complete construction on…READ
4Sep2024$3.3B EnLink Deal Moves the Needle for ONEOKAnadarko, ArkLaTex, EnLink, Equity, Natural Gas, Natural Gas Liquids, Oneok, Permian, The Daley NoteONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase move the needle in several ways: ENLC assets bridge…READ