11Nov2025Williams Takes LNG Plunge in Woodside DealBakken, Fundamentally Speaking, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
7Nov2025Non-Core Asset of the Week: Jonah GatheringEnterprise, Equity, Green River, MPLX LP, Oneok, Permian, The Daley Note, WilliamsEnterprise Products plans major investments in the Permian Basin, yet its assets in the Rockies are underused. East Daley Analytics…READ
4Nov2025Williams Takes LNG Plunge in $1.9B Woodside DealArkLaTex, Dirty Little Secrets, Haynesville, Natural Gas, The Daley Note, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
28Oct2025Reading the 3Q25 Tea Leaves: Wind in the Sails for WilliamsDTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, WilliamsKinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…READ
16Oct2025Mustang Express Fast-Tracks Permian Molecules to LNG DemandKinder Morgan, Natural Gas, Permian, The Daley Note, Venture Global, WhiteWater Midstream, WilliamsARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…READ
15Oct2025EQT Wheels and Deals to Build Appalachian Gas MarketMPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…READ
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