Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
LEG Starts Flowing Gas, Marking Next Haynesville Growth Phase
Williams (WMB) has started service on the 1.8 Bcf/d Louisiana Energy Gateway (LEG) system, ushering in the next growth phase…
A New World Order for Ethane
Ethane exports have resumed to China, but that doesn’t mean the NGL industry will return to business as usual. In…
Illinois Connector Positions ETCOP, Gulf Coast for Growth
The Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…
Emerging Midland Asset Could Attract Suitors
Energy Transfer, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Industry consolidation has winnowed down the number of independently owned assets in the Permian Basin. One we’re monitoring is Brazos…
Plaquemines Demand Passes 2.6 Bcf/d as Venture Global Starts Phase 2
Venture Global (VG) has started producing LNG from Phase 2 of its Plaquemines terminal, Reuters reports. The Louisiana facility is…
Data Centers Move from Hype to Reality on Different Commercial Paths
East Daley Analytics projects data centers will drive 4.2–6.1 Bcf/d of additional gas demand by 2030 to fuel roughly 81…
India Fills Market Void as Ethane Trade Resumes With China
The Trump administration has formally eased restrictions on ethane exports to China, closing out a turbulent chapter for the NGL…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
You Juan More Gas? This Play Still Has Juice
The San Juan Basin, home to the original tight-gas play, is staging a comeback. Rig counts are at the highest…
LNG Momentum Continues as Cheniere Makes FID on Corpus Christi Midscale Project
Cheniere Energy (LNG) made a final investment decision (FID) on Corpus Christi Midscale Trains 8 and 9, as well as…
Crowded REX: Permian Pipe Could Displace Other Gas
Tallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…