The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers
Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…
The Daley Note
Ambitious Plaquemines Ramp Raises Stakes on Gas Supply
Venture Global plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively…
Storage Dynamic Changes Winter Flows to West Coast
Robust storage has been the story of the West Coast natural gas market this winter, changing flows on some pipelines…
Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL
MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…
Producers Guide to 300 Mb/d of Permian Oil Growth in ‘25
Operators indicate crude oil production in the Permian Basin will grow 306 Mb/d (+4.8%) on average from 2024 to ’25,…
Pipelines Advance Supply Deals for Texas Data Centers
Pipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…
Targa Tacks on New Infrastructure Targeting Permian NGLs
A significant amount of infrastructure is being built by 2029 to handle NGL processing, transportation, fractionation and distribution. Targa Resources…
Ready for a Haynesville Recovery? LEAP Flows Show the Way
After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in…
Tariffs Set to Shake Up US Crude Market
President Trump said new tariffs will move forward on imports from Mexico and Canada, effective March 4. The tariffs will…
Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header
Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter…