Pipelines Advance Supply Deals for Texas Data Centers
Pipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…
Natural Gas
Ready for a Haynesville Recovery? LEAP Flows Show the Way
After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in…
Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header
Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter…
Kinetik’s Durango Deal Pays Off as Rigs Double on System
Kinetik’s (KNTK) acquisition of Durango Midstream is paying dividends as rig counts have doubled on the G&P system in the…
The Bear Case Looms: 4 Threats to the AI Gas Boom
The data center industry is causing a stir in the gas sector in anticipation of surging demand. Yet reality ultimately…
Haynesville Producers Play a Game of Rig Chicken
East Daley’s gas balances show a need for more Haynesville supply later in 2025, which will require operators to step…
Data Centers’ Voracious Power Demand Drives Gas Renaissance
The data center industry is growing rapidly and creating significant upside for natural gas. East Daley’s base case projects up…
AI Boom Comes to Texas, Sparking Natural Gas Demand Surge
New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…
Sayonara, Surplus. Cold Wipes Out Gas Market Cushion
Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest…
Outrigger Deal Moves KMI Closer to Filling Double H
Kinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.