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…
The Daley Note
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…
The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects
ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement…
AI Boom Comes to Texas, Sparking Natural Gas Demand Surge
New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to…
Sayonara, Surplus. Cold Wipes Out Gas Market Cushion
Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest…
Outrigger Deal Moves KMI Closer to Filling Double H
Kinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.
Hess Takes the Over on Bakken Growth
East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…
Executive Order Could Break Oil Terminal Logjam
President Trump signed an executive order intended to boost US energy production that could be just the ticket to break…