The Daley Note

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

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US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

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20 Feb

The Bear Case Looms: 4 Threats to the AI Gas Boom

Posted by: Zach Krause

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The data center industry is growing rapidly and causing a stir in the gas sector in anticipation of surging demand. Yet reality ultimately may not ...

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19 Feb

Haynesville Producers Play a Game of Rig Chicken

Posted by: Oren Pilant

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East Daley Analytics’ natural gas balances show a need for more Haynesville supply later in 2025, which will require operators to step up drilling. ...

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14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

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Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

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13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

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The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...

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12 Feb

The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

Posted by: Rob Wilson

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ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley ...

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11 Feb

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick

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New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...

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7 Feb

Sayonara, Surplus. Cold Wipes Out Gas Market Cushion

Posted by: Jack Weixel

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Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest weekly storage surveys show a ...

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6 Feb

Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson

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Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...

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5 Feb

Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson

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East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company ...

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