East Daley Analytics – Dissecting the Energy Value Chain

Zach Krause

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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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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KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause
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Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...
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$844MM Outrigger Deal Kills Two Birds for KMI

Posted by: Zach Krause
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Kinder Morgan (KMI) will buy Outrigger Energy II’s Bakken G&P assets for $644MM, the company announced last Monday (Jan 13). The acquisition can ...
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Winter Blitz Calls Transco Expansions into Action

Posted by: Zach Krause
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Winter has arrived with a vengeance across the eastern US. A series of storms has ignited heating demand and increased flows on expanded segments of ...
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With FID, KMI Hints at Next Wave of Capital Spending

Posted by: Zach Krause
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Kinder Morgan (KMI) subsidiary Tennessee Gas Pipeline (TGP) is moving forward with the Mississippi Crossing project, securing long-term agreements ...
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Boardwalk Grapples with Industry Giants for Southeast Market

Posted by: Zach Krause
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East Daley Analytics recently reported on the Energy Transfer (ET) South Mississippi and Kinder Morgan (KMI) Mississippi Crossing (MSX) projects. ...
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Bison Xpress a Key Piece of Bakken Jigsaw

Posted by: Zach Krause
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One project East Daley is closely monitoring is TC Energy’s (TRP) Bison XPress. The project aims to expand natural gas takeaway from North Dakota and ...
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KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause
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Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...
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Transco Rate Case Keeps the Bulls Running for WMB

Posted by: Zach Krause
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Williams (WMB) has filed a Section 4 rate case for Transcontinental Gas Pipe Line (Transco) with big implications for performance next year. ...
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