11Jan2024Williams Deal Spotlights Value of Gas StorageArkLaTex, Natural Gas, The Daley Note, WilliamsWilliams (WMB) is acquiring six Gulf Coast storage facilities, an asset class East Daley expects to grow in value as…READ
10Jan2024Tokyo Gas Expands in Haynesville with $2.7B Rockcliff PurchaseArkLaTex, Natural Gas, The Daley Note, WilliamsA unit of Tokyo Gas has reached a deal to buy private Rockcliff Energy II for $2.7 billion, giving the…READ
9Jan2024New Pipes Set Stage for Eagle Ford GrowthKinder Morgan, Natural Gas, The Daley NoteHoward Energy Partners and Kinder Morgan (KMI) recently completed two pipeline projects that add 2 Bcf/d of takeaway from the…READ
2Jan2024Best of 2023: Why Mountain Valley Pipeline Creates Phantom TakeawayNatural Gas, The Daley NoteEast Daley Analytics anticipates Mountain Valley Pipeline (MVP) will run below half its capacity of 2 Bcf/d when the project…READ
29Dec2023Best of 2023: ONEOK Joins Midstream Elite with $19B Magellan PurchaseCrude, Equity, Magellan, Natural Gas, Natural Gas Liquids, OneokONEOK’s (OKE) $18.8B acquisition of Magellan Midstream Partners (MMP) places the company at the head table in Midstream.READ
28Dec2023Best of 2023: New Pipeline Could Move Matterhorn, Permian Gas Further DownstreamNatural Gas, The Daley NoteWhitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that appears to be an extension of…READ
27Dec2023Best of 2023: (Please Don’t) Drill Baby DrillDirty Little Secrets, Natural Gas, The Daley NoteNatural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.READ
26Dec2023Best of 2023: Delicate: Supply Growth Hinges on Solving Permian BottleneckNatural Gas, The Daley NotePermian natural gas pipeline takeaway is set to expand by 1.8 Bcf/d in 2023, creating room for supply to grow…READ
21Dec2023DT Midstream Keeps LEAP Expansion on TrackDTM Midstream, Natural Gas, The Daley NoteDT Midstream (DTM) is making quick progress on the company’s LEAP expansion, adding more pipeline infrastructure to move gas to…READ
20Dec2023Record LNG Flows See Limited Upside in 2024Natural GasUS LNG feedgas flows are averaging nearly 14.2 Bcf/d through November and December, the highest on record. But upside looks…READ