Gas Constraints Could Limit Bakken Oil Growth
Gas pipelines out of the Williston Basin are filling up, to the point where growth in crude oil production could…
The Daley Note
Price Curve Misses Ethane Export Surge
Global demand for plastics continues to rapidly change US ethane markets in a way that is not reflected in the…
Kinetik Extends Reach in Delaware with Durango Midstream Purchase
Kinetik will acquire Durango Midstream’s Permian Basin assets for $765MM in stock and cash, extending the company’s reach further north…
Data Center Demand Could Send Midstream to the Moon
The energy industry is abuzz about data centers and their potential to juice future natural gas demand. East Daley views…
Hope Springs Eternal as Mountain Valley Nears Start
Mountain Valley Pipeline (MVP) has sprung a leak, just weeks away from a planned start of the new pipeline.
Big Ethane Contracts Scramble the NGL Outlook
Enterprise Products (EPD) has quietly thrown a wrench into NGL markets, announcing 450 Mb/d of ethane export commitments.
A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View
Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut East…
LNG Growth Can Flip Economics Driving Gas Prices
Driven by new LNG projects, natural gas demand growth will exceed supply in 2025, according to East Daley‘s latest Macro…
In 2025, Gas Could Break Through to Other Side
Natural gas producers are suffering through a terrible year in 2024. But if operators can ride out the storm, our…
Plaquemines LNG Takes First Gas in Project Milestone
Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana.