3Apr2025Haynesville Rebound Starts with a Few Small StepsArkLaTex, DTM Midstream, Energy Transfer, Natural Gas, The Daley NoteFlows indicate that Haynesville production is starting to grow once again, but we still have a ways to go to…READ
2Apr2025Harmon Creek Project Lifts Northeast Ethane for Mystery MarketEnergy Transfer, Enterprise, Kinder Morgan, MPLX LP, Natural Gas Liquids, Northeast, The Daley NoteEast Daley is monitoring several expansions in the Northeast that will increase regional ethane production. One of these, MPLX’s Harmon…READ
1Apr2025Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian PipeNatural Gas, Permian, The Daley NoteThe Matterhorn pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate…READ
27Mar2025WMB’s Project Socrates Offers Enlightening Energy SolutionNatural Gas, Northeast, The Daley Note, WilliamsWilliams is pursuing Project Socrates to meet demand for data centers. WMB is investing $1.6B in the project and targeting…READ
26Mar2025Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates BuzzArkLaTex, Kinder Morgan, Natural Gas, The Daley Note, WilliamsHedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville.READ
25Mar2025Another East Coast Terminal? Range Confirms Commitment to New ProjectNatural Gas Liquids, Northeast, The Daley NoteRange Resources has committed to 20 Mb/d of takeaway and export capacity using a new East Coast LPG terminal. East…READ
21Mar2025Double H Conversion Creates Risk for DJ Oil PipesCrude, Denver Julesberg, Equity, Kinder Morgan, Plains, The Daley NoteDouble H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…READ
20Mar2025WES Plans Big Investments in Permian Water InfrastructureEquity, Permian, The Daley Note, Western Midstream PartnersWestern Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…READ
19Mar2025The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data CentersEquity, Kinder Morgan, Natural Gas, Permian, The Daley NoteData centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…READ
18Mar2025Ambitious Plaquemines Ramp Raises Stakes on Gas SupplyArkLaTex, Natural Gas, The Daley NoteVenture Global plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively…READ