3May2024LNG Growth Can Flip Economics Driving Gas PricesArkLaTex, Natural Gas, Northeast, Permian, The Daley NoteDriven by new LNG projects, natural gas demand growth will exceed supply in 2025, according to East Daley‘s latest Macro…READ
2May2024In 2025, Gas Could Break Through to Other SideArkLaTex, Natural Gas, Northeast, Permian, The Daley NoteNatural gas producers are suffering through a terrible year in 2024. But if operators can ride out the storm, our…READ
30Apr2024Plaquemines LNG Takes First Gas in Project MilestoneArkLaTex, Enbridge, Natural Gas, The Daley NoteVenture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana.READ
26Apr2024Need a Permian Update? Targa Could Spill the TeaEquity, Natural Gas, Natural Gas Liquids, Permian, Targa, The Daley NoteEast Daley is optimistic about Targa Resources’ (TRGP) outlook in 2024, and we’ll be watching if the company can shed…READ
25Apr2024Waha Pain is Ethane’s Gain as Gas Goes NegativeKinder Morgan, Natural Gas, Natural Gas Liquids, Permian, The Daley NoteNatural gas prices have been hammered recently in the Permian Basin, routinely trading below zero amid pipeline maintenance. East Daley…READ
24Apr2024Limp Haynesville Delivery has Bulls at AttentionArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteUnexpectedly soft deliveries are creating headaches for pipelines and causing Haynesville supply to decline much faster than East Daley had…READ
23Apr2024Without LEG, Williams Loses Kick to 2024 EarningsArkLaTex, Energy Transfer, Equity, Natural Gas, The Daley Note, WilliamsA delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams $20MM in earnings this year, according to…READ
18Apr2024TETCO Readies Pipeline to Serve New LNG ProjectArkLaTex, Enbridge, Natural Gas, The Daley NoteRegulators gave Enbridge (ENB) the green light to start service on a new pipeline for an LNG project under construction…READ
16Apr2024What Comes After Matterhorn? Battle Heats Up to Build Next Permian PipeNatural Gas, Permian, The Daley NoteMoss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the…READ
12Apr2024Ruling Gives Life to Under-the-Radar Pipe ProjectNatural Gas, Northeast, TC EnergyNational Fuel Gas recently received a favorable ruling for its Northern Access pipeline project that could open new takeaway from…READ