9Aug2023Gulf’s First Floating LNG Project Nears Start-UpNatural GasThe Gulf of Mexico’s first floating LNG (FLNG) project is a month away from start-up, but don’t expect a big…READ
8Aug2023Investors Cool to TC Energy’s Sale of Columbia PipelinesEquity, Natural Gas, TC Energy, The Daley NoteInvestors have sent TC Energy (TRP) shares lower since the company announced a planned sale of equity stake in the…READ
4Aug2023For Shaky Upstream, Delaware is the Rock to Lean OnCrude, Natural GasAs rig counts falter in many oil and gas plays, the Delaware is proving the rock producers can lean on.…READ
3Aug2023Northeast Gas Production Shows Steady RecoveryNatural GasThe Northeast gross gas production averaged 35,053 MMcf/d in 1H23. After recovering from the strong winter weather at the beginning…READ
27Jul2023WMB & ETRN Jockey to Unlock Transco Capacity ConstraintsEquitrans Midstream, Natural Gas, The Daley Note, WilliamsWilliams Companies (WMB) and EQT Midstream (ETRN) have proposed expansions to alleviate constraints in Transco Zone 5 that were discussed…READ
27Jul2023Production Declines: Eagleford and Anadarko Struggle to Maintain Rig CountNatural Gas, Natural Gas WeeklyPipeline samples have seen a 9% reduction since the start of the year. We believe this drop in sample has…READ
24Jul2023Fresh Pavement on the Road to El DoradoEnterprise, Equity, Kinder Morgan, Natural Gas, The Daley NotePreviously in EOG on the Road to El Dorado, East Daley discussed EOG building a 41-mile, 36-inch pipeline to move…READ
18Jul2023High Storage to Weigh on Summer Gas PricesNatural Gas, The Daley NoteHenry Hub gas futures have been climbing for the balance of 2023 as building summer heat lifts expectations for a…READ
17Jul2023A Hawkeye View of Kinder Morgan Ahead of 2Q ResultsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) has been on a roll of late, beating market expectations for 1Q23 earnings. Will momentum continue in…READ
13Jul20232Q23 Data Points Two Ways for TargaNatural Gas, Targa, The Daley NoteAs 2Q23 data trickles in ahead of earnings season, East Daley weighs conflicting data points for Targa Resources (TRGP).READ