1Nov2024Bison Xpress a Key Piece of Bakken JigsawKinder Morgan, Natural Gas, TC Energy, The Daley NoteEast Daley is closely watching TC Energy’s Bison XPress to expand gas takeaway from the Bakken. The project is one…READ
31Oct2024Matterhorn Start Displaces Carthage Flows to Texas CoastArkLaTex, Kinder Morgan, Natural Gas, Permian, The Daley NoteSouthbound flows on NGPL from Carthage to the Houston Ship Channel fell from 1.2 Bcf/d in September to just 200…READ
29Oct2024KMI, ET Duel to Meet Southeast Demand GrowthAnadarko, ArkLaTex, Energy Transfer, Equity, Kinder Morgan, Natural Gas, The Daley NoteKinder Morgan (KMI) and Energy Transfer (ET) have launched dueling projects to move more natural gas to the Southeast.READ
25Oct2024KMI Signs Golden Pass to New Texas PipelineEnergy Transfer, Kinder Morgan, Natural Gas, Permian, The Daley NoteKinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project to deliver up to…READ
24Oct2024Matterhorn Turns the Page on Ethane GlutNatural Gas, Natural Gas Liquids, Permian, The Daley NoteFour months ago, East Daley was bearish ethane price given there is no meaningful new demand coming online until mid-‘25.…READ
23Oct2024Transco Rate Case Keeps the Bulls Running for WMBEquity, Natural Gas, The Daley Note, WilliamsWilliams (WMB) has filed a rate case for the Transco pipeline with big implications for performance next year. Consensus estimates…READ
22Oct2024Fast 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
18Oct2024Chevron’s DJ Strategy: More Bullhorn, Less DrillbitDenver Julesberg, Natural Gas, The Daley NoteThe Denver-Julesburg Basin continues to lose steam as multiple operators have laid down rigs in the second half of 2024.…READ
16Oct2024Developer Targets Texas Coast for New Storage HubNatural Gas, Permian, The Daley NoteThe start of new gas infrastructure in South Texas could spark development of more Gulf Coast storage.READ
15Oct2024Summit Acquires Tall Oak in a Bet on GasAnadarko, Equity, Natural Gas, Summit, The Daley NoteSummit Midstream will acquire Tall Oak Midstream III for a mix of cash and equity. Tall Oak gives SMC its…READ