27Oct2026Southeast Connector’s 1 Bcf/d Capacity Blocks Outrun Likely Data Center DemandData Centers, Kinder Morgan, Natural Gas, Northeast, The Daley NoteKinder Morgan is asking utilities in the Southeast to commit to at least 1 Bcf/d apiece on Southeast Connector (SEC),…READ
22Oct2026Boardwalk Rolls Out a Slimmed-Down Borealis ProjectBoardwalk Pipelines, Natural Gas, Northeast, The Daley NoteBoardwalk Pipelines has modified its proposed Borealis gas project, reining in the project scope in an effort to attract more…READ
14Oct2026Asia’s Thirst for US Shale Moves to the Marcellus. Can Pipes Keep Up?Cheniere Energy, Enbridge, Expand Energy, Kinder Morgan, LNG, Natural Gas, Northeast, The Daley NoteSouth Korea’s POSCO International has agreed to purchase Chord Energy’s Marcellus gas assets for $550MM, the latest entry by an…READ
9Oct2026Up to Snow Good: Looser Winter Market Creates Risk for Gas BullsArkLaTex, Haynesville, Natural Gas, Northeast, Permian, The Daley NoteEast Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…READ
1Oct2026Terminal Expansion Creates Relief Valve for Northeast NGLsbutane, Energy Transfer, LPGs, Natural Gas Liquids, Northeast, The Daley NoteThe Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure.…READ
23Sep2026US Can Backfill Only So Much of Global Crude Supply GapAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBMiddle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…READ
16Sep2026Enbridge Expands Routes to Cushing With $2.55B Tallgrass AcquisitionAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBEnbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…READ
16Sep2026Appalachia Producers are Done Buying PipeAntero, Data Centers, EQT, MPLX LP, Natural Gas, Northeast, The Daley NoteLured by growing local demand, Appalachia gas producers are walking away from long-haul firm transportation. Utica producer Ascent Resources cut…READ
9Sep2026Permian Growth Story Broadens Following 2Q26 EarningsAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian growth is becoming more broad-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips…READ
2Sep2026The Easy Expansions are Growing Scarce out of PermianAnadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSBPermian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast…READ