7Oct2025NG3 Pipeline Start Heralds Haynesville MomentumArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, WilliamsMomentum Midstream’s New Generation Gas Gathering (NG3) pipeline officially started service on Oct. 1, flowing over 0.5 Bcf/d on the…READ
1Oct2025Port Arthur FID Caps Bullish Summer for LNG Projects, Gas DemandArkLaTex, Haynesville, Natural Gas, Sempra Energy, The Daley Note, Venture Global, WilliamsIt’s been a strong summer for LNG project financing, with over 7.5 Bcf/d of projects reaching FID since the end…READ
24Sep2025Data Center Boom Spawns Backlash, Risking Some Upside for GasData Centers, Natural Gas, The Daley Note, WilliamsThe surge in US data center development has boomeranged on the industry in the form of a consumer backlash, driven…READ
17Sep2025Haynesville Rigs Climb Ahead of Gas Demand RampArkLaTex, Haynesville, Natural Gas, The Daley Note, WilliamsAfter troughing in January, Haynesville rig counts have steadily climbed through the year, reaching 55 rigs in August. The ramp…READ
11Sep2025Transco, MVP Duke It Out for Market in North CarolinaNatural Gas, The Daley Note, WilliamsMountain Valley Pipeline and the Transcontinental Gas Pipe Line are locked in a bruising fight for market in North Carolina,…READ
19Aug2025ONEOK, Plains Take Control of BridgeTex Ahead of UpturnFundamentally Speaking, Oneok, Plains, WilliamsONEOK and Plains All American fully own BridgeTex Pipeline after buying out the 50% interest of OMERS. READ
6Aug2025Venture Global Takes FID on First Phase of CP2 LNG ProjectArkLaTex, DTM Midstream, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsVenture Global made a final investment decision for $15.1B on CP2 LNG Phase 1 and the associated CP Express Pipeline,…READ
30Jul2025Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth TargetCrude, Equity, Kinetik, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEast Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ
18Jul2025Data Centers Move from Hype to Reality on Different Commercial PathsEquity, Kinder Morgan, Natural Gas, TC Energy, The Daley Note, WilliamsEast Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…READ