Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway
East Daley Analytics anticipates Mountain Valley Pipeline (MVP) will run below half its capacity of 2 Bcf/d when the project…
The Daley Note
Best of 2023: New Pipeline Could Move Matterhorn, Permian Gas Further Downstream
Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that appears to be an extension of…
Best of 2023: (Please Don’t) Drill Baby Drill
Natural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.
Best of 2023: Delicate: Supply Growth Hinges on Solving Permian Bottleneck
Permian natural gas pipeline takeaway is set to expand by 1.8 Bcf/d in 2023, creating room for supply to grow…
DT Midstream Keeps LEAP Expansion on Track
DT Midstream (DTM) is making quick progress on the company’s LEAP expansion, adding more pipeline infrastructure to move gas to…
Pembina Buys Alliance, Aux Sable Stakes for C$3.1B
Pembina Pipeline will buy Enbridge’s interests in Alliance Pipeline, Aux Sable, and NRGreen for C$3.1B. The assets have a positive…
KMI System Files for Westbound Rockies Expansion
WIC pipeline project to increase westbound gas transport from the Cheyenne hub to the Piceance lateral, addressing Rockies natural gas…
The Haynesville is Bigger in Texas
Strong performance on the Texas side of the Haynesville shale has created unexpected growth recently, lifting production above East Daley’s…
New Meters Point to Start of Permian Highway Expansion
Leading NGL competitors are taking an aggressive tack to protect market share, proposing to build significantly more pipeline capacity out…
Sometimes the Best Defense is a Good Offense
Discover how leading NGL competitors are expanding pipeline capacity in the Permian Basin to protect market share. Analysis by East…