Ready for a Haynesville Recovery? LEAP Flows Show the Way
After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in…
The Daley Note
Tariffs Set to Shake Up US Crude Market
President Trump said new tariffs will move forward on imports from Mexico and Canada, effective March 4. The tariffs will…
Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header
Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter…
Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts
President Trump has ordered a new 25% tariff on steel imports that could raise costs for pipeline projects, though East…
Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth
Energy Transfer and South Bow have launched an open season for commitments to the new Big Sky Pipeline to handle…
Who’s the Next Ethane Customer? The Case for GAIL
US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock. Who will…
The Bear Case Looms: 4 Threats to the AI Gas Boom
The data center industry is causing a stir in the gas sector in anticipation of surging demand. Yet reality ultimately…
Haynesville Producers Play a Game of Rig Chicken
East Daley’s gas balances show a need for more Haynesville supply later in 2025, which will require operators to step…
Northeast Producers Join the NGL Party
Ethane supply hit another record in November ’24, the fifth monthly record high in 2024. The Permian has been the…
Data Centers’ Voracious Power Demand Drives Gas Renaissance
The data center industry is growing rapidly and creating significant upside for natural gas. East Daley’s base case projects up…