East Daley Analytics – Dissecting the Energy Value Chain

Oren Pilant

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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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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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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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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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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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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Matterhorn Start Displaces Carthage Flows to Texas Coast

Posted by: Oren Pilant
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Southbound flows on Natural Gas Pipeline of America (NGPL) from Carthage to the Houston Ship Channel fell from an average of 1.2 Bcf/d in September ...
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KMI Signs Golden Pass to New Texas Pipeline

Posted by: Oren Pilant
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Kinder Morgan (KMI) has launched a binding open season for Trident Intrastate Pipeline, a new project designed to deliver up to 2.8 Bcf/d of gas from ...
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Ruling in LEG Dispute Opens Door to Pipe Action

Posted by: Oren Pilant
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Federal regulators have sided with Williams (WMB) in a dispute with Energy Transfer (ET) over authority for the Louisiana Energy Gateway (LEG) ...
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Gulf Run Ramps Southbound Deliveries to Golden Pass Pipeline

Posted by: Oren Pilant
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Energy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows to Golden ...
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