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…
Natural Gas
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…
LEAP Volumes Tick Higher in Early Sign of Haynesville Recovery
According to East Daley’s ArkLaTex Basin forecast, production in the Haynesville declined from 16.1 Bcf/d in 1Q24 to just 14.5 Bcf/d…
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…
Data Centers Could Add 6 Bcf/d to Gas Demand: EDA Forecast
The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case…
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 Center Boom Sparks Rise in Texas Gas Demand
New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…
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…