30Jul2025Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth TargetCrude, Equity, Kinetik, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEast Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…READ
10Jul2025Crowded REX: Permian Pipe Could Displace Other GasDenver Julesberg, Green River, Natural Gas, Northeast, Permian, Piceance, The Daley NoteTallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…READ
18Jun2025Williams Plays Pipeline Politics in NortheastNatural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline and Northeast Supply Enhancement projects have been thrust back into the spotlight thanks to vocal backing from…READ
10Jun2025EOG Puts Northeast in Spotlight with $5.6B Encino DealCrude, EOG, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note, WilliamsEOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.READ
5Jun2025All Aboard the Power Express: Next Big Transco Project Targets Data CentersEquity, Natural Gas, Northeast, The Daley Note, WilliamsWilliams rolled out its next big expansion, the Power Express project on the Transcontinental pipeline, in the company’s 1Q25 earnings…READ
29May2025Upstart Challenges ET’s Hold on Northeast LPG ExportsEnergy Transfer, Natural Gas Liquids, Northeast, The Daley NoteA new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.READ
8May2025$3 Gas Draws Producers Back to MarcellusNatural Gas, Northeast, WilliamsDrilling activity is on the rise in the Marcellus thanks to higher natural gas prices. Rig counts in northeastern Pennsylvania…READ
30Apr2025Sorry, Trump Can’t Save This PipelineEnbridge, Equity, Natural Gas, Northeast, The Daley Note, WilliamsThe Constitution Pipeline has caught the eye of President Trump, who said he wants to see it built in the…READ
22Apr2025Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas AssetEquity, Natural Gas, Northeast, The Daley Note, WilliamsXPLR Infrastructure (formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of…READ
16Apr2025Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian GasAntero, Equity, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsBoardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…READ