Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
India Fills Market Void as Ethane Trade Resumes With China
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…
LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project
Cheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8 and 9, as well as…
Crowded REX: Permian Pipe Could Displace Other Gas
Tallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…
Plains Deal Transforms Keyera into NGL Powerhouse
Keyera’s (KEY.TO) $3.75B acquisition of Plains All American’s (PAA) Canadian NGL assets transforms the company into a coast-to-coast powerhouse with…
Trade War, Iran Conflict Whipsaw Crude. Time to Revisit Capex Budgets?
2Q25 was a wild ride for crude oil, driven by geopolitical conflicts. Oil prices fell early in the quarter on…
Canada’s Anniversary Wish: More Trans Mountain Expansions
Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…
ET Lawsuit Clouds Bright Outlook for Kinetik
Kinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…
China Deal Could End Ethane Export Restrictions
The Trump administration appears to be laying the groundwork to ease restrictions on ethane exports to China. The President last Thursday (June…
Industry Risks NGL Overbuild as Growth Slows
US NGL infrastructure has quietly transitioned from tight to overbuilt. While production continues to grow, the pace has moderated significantly…