Home is Where the Gas is: Permian is Ground Zero for Data Centers
Drawn by cheap land and abundant gas, the Permian has become a hotbed of data center development. The trend looks…
The Daley Note
Red Tape Snares Bison XPress Expansion
In theory, the Bison Xpress reversal expansion is live. Construction of the project on Northern Border Pipeline has been completed…
Cactus III Expansion Targets Thorny Corpus Shipping Situation
Plains All American plans to bring a 75 Mb/d expansion of Cactus III Pipeline online by the end of August,…
Not so Alone: Solitude Joins Packed Field to Open Permian Gas Takeaway
The massive Solitude Pipeline system adds an exclamation point to a new era in the Permian Basin: the end of…
Enterprise Pipeline Faces a Contract Reckoning
Enterprise Products is nearing a make-or-break moment for its ATEX ethane pipeline. The 1,230-mile system moves Marcellus and Utica volumes…
Western Gateway is a $5B Bet on Tighter California Products Market
California’s refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final…
New King of the Hill: Targa Poised to Take Frac Crown at Mont Belvieu
Targa Resources will soon overtake Enterprise Products as Mont Belvieu’s largest fractionator, ending Enterprise’s six-and-half-year run atop the region.
Data Centers Drive Higher Northeast Supply Outlook
East Daley Analytics has revised up our gas supply forecast for the Northeast as developers continue to announce new data…
LNG Wave Builds to 35 Bcf/d, Putting Onus on Gas Supply
The US LNG buildout continues to advance, but the industry’s next constraint may be securing enough natural gas to feed…
Texas Freezes Data Center Approvals, Leaving New Gas Demand in Limbo
Texas has temporarily suspended permitting for new data centers to conduct an audit of pending projects, putting several Bcf/d of…