Plaquemines LNG Ramp Drives Southeast Volatility
East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d…
Natural Gas
EOG Puts Northeast in Spotlight with $5.6B Encino Deal
EOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.
All Aboard the Power Express: Next Big Transco Project Targets Data Centers
Williams rolled out its next big expansion, the Power Express project on the Transcontinental pipeline, in the company’s 1Q25 earnings…
Which Way is Up? Tallgrass Stirs Speculation Over Pipe Route to REX
Tallgrass Energy has sparked talk over a pipeline to move Permian gas to REX Pipeline. The proposal is mum on…
Permian or Bust: Lower Oil Prices Narrow NGL Growth Story
A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…
Haynesville M&A Continues with Clearfork Midstream Deal
M6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the…
Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…
Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead
The Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to pull back…
What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale
Devon Energy has agreed to sell its 12.5% equity interest in Matterhorn Express for $375MM, placing a marker on the…