Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply Boom
Tokyo Gas subsidiary TG Natural Resources has acquired a 70% stake in Chevron U.S.A.’s East Texas gas assets, enabling long-term…
The Daley Note
Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring
Negative natural gas prices have returned to the Permian Basin, despite the start of the Matterhorn pipeline six months ago.…
Permian Growth in ‘25 Fuels Upside for Export Docks
Permian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…
Got Tariff Anxiety? Look to Last Trade War for Clues
The Trump administration announced sweeping new tariffs April 2, including a 10% tariff on all imported goods plus ‘reciprocal’ tariffs…
Haynesville Rebound Starts with a Few Small Steps
Flows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…
Harmon Creek Project Lifts Northeast Ethane for Mystery Market
East Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…
Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe
The Matterhorn pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate…
WMB’s Project Socrates Offers Enlightening Energy Solution
Williams is pursuing Project Socrates to meet demand for data centers. WMB is investing $1.6B in the project and targeting…
Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates Buzz
Hedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville.
Another East Coast Terminal? Range Confirms Commitment to New Project
Range Resources has committed to 20 Mb/d of takeaway and export capacity using a new East Coast LPG terminal. East…