The Daley Note | Oren Pilant

Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates Buzz

Posted by: Oren Pilant

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Hedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville. Paloma is a midsized ...

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18 Mar

Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

Posted by: Oren Pilant

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Venture Global (VG) plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively tight natural gas ...

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5 Mar

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

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After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in a tighter gas market, and ...

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28 Feb

Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header

Posted by: Oren Pilant

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Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter of 2024, and the pipeline giant ...

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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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29 Jan

Plaquemines LNG Start Lifts KMI, Enbridge Pipes

Posted by: Oren Pilant

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Startup of Plaquemines LNG is boosting flows on Kinder Morgan (KMI) and Enbridge (ENB) gas pipelines, passing 1.3 Bcf/d last week from the export ...

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28 Jan

KMI’s Trident Project Pops a Texas Gas Bubble

Posted by: Oren Pilant

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Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline at a total capacity of 1.5 Bcf/d. The project will move Permian gas ...

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19 Dec

Boardwalk Strikes First in Race to Meet Southeast Growth

Posted by: Oren Pilant

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Boardwalk Pipeline Partners has taken a final investment decision (FID) on the Kosci Junction project for 1.16 Bcf/d of capacity, moving ahead of ...

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13 Nov

WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage

Posted by: Oren Pilant

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WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on ...

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5 Nov

Midstreamer Bucks the Haynesville Slump

Posted by: Oren Pilant

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Haynesville production has fallen over 3 Bcf/d so far in 2024 in a weak natural gas market, dragging volumes down on many of the largest gathering ...

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