Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
Natural Gas
DUC and Cover: Haynesville Crosses 60 Rigs as Producers Bank Wells
Drilling in the ArkLaTex Basin (Haynesville) has staged a sharp recovery over the past 18 months, reaching a multi-year high…
Data Centers Drive Demand Growth, Pipe Expansions in Midwest
Data center developers have set their sights on the Midwest, targeting the region with an aggressive slate of new projects.…
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
FID for Commonwealth LNG? This One’s a Head(er)-Scratcher
Commonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…
Chevron, Microsoft Confirm Permian Data Center Negotiations, Supporting In-Basin Demand
Chevron has entered into an exclusivity agreement with Microsoft and Engine No. 1 to develop a massive data center in…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
Energy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley Note
Kinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…
First LNG Production at Golden Pass Signals Shift in TX/LA Border Flows
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
How the Iran War is Bearish for US Gas
The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…