24Sep2025Data Center Boom Spawns Backlash, Risking Some Upside for GasData Centers, Natural Gas, The Daley Note, WilliamsThe surge in US data center development has boomeranged on the industry in the form of a consumer backlash, driven…READ
23Sep2025Sour Gas Trend Highlights Potential Winners, Targets in Delaware MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaSour gas development is a leading trend in the Delaware Basin and, as East Daley Analytics highlighted last week, acid…READ
23Sep2025Delaware Sour Gas Trend Points to Winners, Targets in MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteSour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…READ
19Sep2025A New Bakken Pipeline? North Dakota Agency Backs WBI ProjectBakken, Natural Gas, The Daley NoteA North Dakota government agency has thrown its support behind a pipeline expansion planned by WBI Energy, raising the odds…READ
17Sep2025Haynesville Rigs Climb Ahead of Gas Demand RampArkLaTex, Haynesville, Natural Gas, The Daley Note, WilliamsAfter troughing in January, Haynesville rig counts have steadily climbed through the year, reaching 55 rigs in August. The ramp…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaManaging sour gas is becoming a challenge for producers in the Delaware Basin. Development is shifting to the deeper Avalon…READ
16Sep2025Sour Gas is a Sweet Opportunity for MidstreamEnterprise, Equity, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley NoteManaging sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…READ
11Sep2025Transco, MVP Duke It Out for Market in North CarolinaNatural Gas, The Daley Note, WilliamsMountain Valley Pipeline and the Transcontinental Gas Pipe Line are locked in a bruising fight for market in North Carolina,…READ
10Sep2025Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed MarketExxonMobil, Kinder Morgan, Kinetik, Natural Gas, Permian, The Daley NoteSeveral leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…READ
3Sep2025Permian Power! Pipe Momentum Continues with Eiger Express FIDEnbridge, Energy Transfer, Kinetik, MPLX LP, Natural Gas, Oneok, Permian, The Daley NoteMomentum continues to grow behind new Permian Basin natural gas pipelines. Last Monday (Aug. 25), the Matterhorn joint venture, consisting…READ