Northeast Gas Production Shows Steady Recovery
The Northeast gross gas production averaged 35,053 MMcf/d in 1H23. After recovering from the strong winter weather at the beginning…
Natural Gas
WMB & ETRN Jockey to Unlock Transco Capacity Constraints
Williams Companies (WMB) and EQT Midstream (ETRN) have proposed expansions to alleviate constraints in Transco Zone 5 that were discussed…
Production Declines: Eagleford and Anadarko Struggle to Maintain Rig Count
Pipeline samples have seen a 9% reduction since the start of the year. We believe this drop in sample has…
Fresh Pavement on the Road to El Dorado
Previously in EOG on the Road to El Dorado, East Daley discussed EOG building a 41-mile, 36-inch pipeline to move…
High Storage to Weigh on Summer Gas Prices
Henry Hub gas futures have been climbing for the balance of 2023 as building summer heat lifts expectations for a…
A Hawkeye View of Kinder Morgan Ahead of 2Q Results
Kinder Morgan (KMI) has been on a roll of late, beating market expectations for 1Q23 earnings. Will momentum continue in…
2Q23 Data Points Two Ways for Targa
As 2Q23 data trickles in ahead of earnings season, East Daley weighs conflicting data points for Targa Resources (TRGP).
High Storage to Weigh on Summer Gas Prices
While Henry Hub futures have been climbing for the balance of 2023, East Daley expects prices to pull back under…
Haynesville Rigs are Falling Fast. Who Takes the Hit?
Haynesville producers are slashing rig counts fast, bringing activity more in line with East Daley’s expectations at the start of…
The Wisdom Lost in the Data: ET Processing
Energy Transfer (ET) has been expanding natural gas processing on its Delaware system despite spare capacity. East Daley investigates the…