5Feb2025Hess Takes the Over on Bakken GrowthBakken, Natural Gas, Natural Gas Liquids, Oneok, The Daley NoteEast Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…READ
31Jan2025KMI Reports: What to Watch in 4Q EarningsEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan reported 4Q24 results and gave midstream investors the first data points of the earnings season. There were a…READ
29Jan2025Plaquemines LNG Start Lifts KMI, Enbridge PipesEnbridge, Kinder Morgan, Natural Gas, The Daley NoteStartup of Plaquemines LNG is boosting flows on Kinder Morgan and Enbridge gas pipelines, passing 1.3 Bcf/d last week from…READ
28Jan2025KMI’s Trident Project Pops a Texas Gas BubbleKinder Morgan, Natural Gas, Permian, The Daley NoteKinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline to connect Permian gas to LNG export demand…READ
23Jan2025$844MM Outrigger Deal Kills Two Birds for KMIBakken, Equity, Kinder Morgan, Natural Gas, Natural Gas LiquidsKinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…READ
22Jan2025LNG Investors Await Warmer Embrace by TrumpEnergy Transfer, Natural Gas, The Daley NoteThe LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a…READ
15Jan2025Winter Blitz Calls Transco Expansions into ActionEquity, Natural Gas, The Daley Note, WilliamsWinter storms have ignited heating demand and increased flows on new expansions of Williams’ (WMB) Transcontinental pipeline, including the Southside…READ
10Jan2025Venture Global, Cheniere Usher in Next LNG WaveNatural Gas, The Daley NoteA long-awaited wave of new LNG demand is coming into view. Venture Global has exported the first commissioning cargo from…READ
7Jan2025With FID, KMI Hints at Next Wave of Capital SpendingEquity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan subsidiary Tennessee Gas Pipeline (TGP) is moving forward with the Mississippi Crossing project, securing long-term agreements for the…READ
3Jan2025Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth OutlookCrude, Enbridge, Kinder Morgan, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, WilliamsFlows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.READ