Mind the Gap in the Kinder Morgan Outlook
Kinder Morgan (KMI) is guiding to a strong performance in 2023, above East Daley’s forecast for the year ahead. We…
The Daley Note
Sempra on LNG Signing Spree
US LNG project developers have been busy signing up new customers in 2022, supporting East Daley’s bullish view on long-term…
Dirty Little Secrets Preview: Who Gives a Frac?
Planned fractionation expansions are no match for NGL production growth in 2023, which East Daley expects will lead to tight…
Not All Swingers can Score in the ArkLaTex
The ArkLaTex Basin will be a swing source of natural gas supply in the next few years, leading to volatility…
Don’t Let the Eagle Ford Fly Under Your Radar
Rig counts in the Eagle Ford shale are the highest since 2019, leading East Daley to expect production growth in…
Well Refracs Help Barnett Shale Defy the Odds
Well refracs are supporting natural gas production in the Barnett shale in North Texas, lifting the fortunes of several midstream…
Dirty Little Secrets Preview: Sky’s the Limit for LNG Exports
A bright outlook for LNG exports drives East Daley’s long-term natural gas demand forecast in the 2023 Dirty Little Secrets…
Classic Rewind: Bankruptcy Battle Looms for Ruby Pipeline
East Daley reviews the Ruby Pipeline bankruptcy following a settlement announcement by co-asset owner Pembina Pipelines (PBA).
Daytona 400: Targa on Fast Track for NGL Market Share
Targa Resources is planning Daytona, a new NGL pipeline from the Permian Basin. East Daley sees a strategy to take…
Anadarko Rig Gains Lift Midstream, with One Exception
Rig gains in the Anadarko Basin lifted 3Q natural gas volumes on most midstream gathering and processing systems, with one…