The Daley Note | Zach Krause

Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas

Posted by: Zach Krause

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On April 1, Boardwalk Pipelines (BWPL) announced a non-binding open season for Borealis, a 2 Bcf/d expansion of the Texas Gas Transmission (TGT) ...

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27 Mar

WMB’s Project Socrates Offers Enlightening Energy Solution

Posted by: Zach Krause

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Williams (WMB) is pursuing Project Socrates, the latest splashy investment by a midstream company to meet demand for data centers. WMB is putting ...

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19 Mar

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause

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Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...

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27 Feb

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause

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President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...

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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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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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31 Jan

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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23 Jan

$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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15 Jan

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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7 Jan

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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