30Jul2025Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth TargetCrude, Equity, Kinetik, MPLX LP, Natural Gas, Northeast, The Daley Note, WilliamsEast Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…READ
29Jul2025LEG Starts Flowing Gas, Marking Next Haynesville Growth PhaseArkLaTex, Energy Transfer, Haynesville, Natural Gas, The Daley Note, Venture Global, WilliamsWilliams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…READ
25Jul2025A New World Order for EthaneEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteEthane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…READ
24Jul2025Illinois Connector Positions ETCOP, Gulf Coast for GrowthCrude, Enbridge, Energy Transfer, Equity, The Daley Note, WCSBThe Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…READ
23Jul2025Emerging Midland Asset Could Attract SuitorsEnergy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteIndustry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…READ
22Jul2025Plaquemines Demand Passes 2.6 Bcf/d as Venture Global Starts Phase 2ArkLaTex, Cheniere Energy, Haynesville, Natural Gas, The Daley Note, Venture GlobalVenture Global (VG) has started producing LNG from Phase 2 of its Plaquemines terminal, Reuters reports. The Louisiana facility is…READ
18Jul2025Data Centers Move from Hype to Reality on Different Commercial PathsEquity, Kinder Morgan, Natural Gas, TC Energy, The Daley Note, WilliamsEast Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…READ
17Jul2025India Fills Market Void as Ethane Trade Resumes With ChinaEnergy Transfer, Enterprise, Ethane, Natural Gas Liquids, The Daley NoteThe Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…READ
16Jul2025Reading the 2Q25 Earnings Tea Leaves – Volumes OutlookArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley NoteThe 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…READ
15Jul2025You Juan More Gas? This Play Still Has JuiceEnterprise, Natural Gas, San Juan, The Daley NoteThe San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…READ
11Jul2025LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale ProjectNatural Gas, The Daley Note, Venture GlobalCheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8 and 9, as well as…READ
10Jul2025Crowded REX: Permian Pipe Could Displace Other GasDenver Julesberg, Green River, Natural Gas, Northeast, Permian, Piceance, The Daley NoteTallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…READ