Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset
XPLR Infrastructure (formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of…
The Daley Note
LNG Exporters Will Survive a Trade War
How would a trade war affect US LNG exports? East Daley Analytics sees consequences from the Trump administration’s fight over…
Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas
Boardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Competition Heats Up for Committed DJ Barrels
Oil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…
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…
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…