The Daley Note | Natural Gas

Haynesville Rebound Starts with a Few Small Steps

Posted by: Oren Pilant

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Flows out of the Haynesville indicate that production has started to grow again, but we still have a ways to go to balance the market. In the Macro ...

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1 Apr

Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe

Posted by: Rob Wilson

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Matterhorn Express Pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate systems. ...

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28 Mar

The Anadarko Catches a Bid from $4 Gas Prices

Posted by: James Taylor

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Operators are returning to core of the SCOOP/STACK play in the Anadarko Basin in pursuit of higher natural gas prices, adding l0 rigs so far this ...

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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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26 Mar

Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates Buzz

Posted by: Oren Pilant

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Hedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville. Paloma is a midsized ...

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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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18 Mar

Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

Posted by: Oren Pilant

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Venture Global (VG) plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively tight natural gas ...

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14 Mar

Storage Dynamic Changes Winter Flows to West Coast

Posted by: Ian Heming

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Storage has been the story of the West Coast natural gas market this winter. The Pacific region (Washington, Oregon and California) ended November ...

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11 Mar

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

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Pipeline operators have advanced several deals recently to supply natural gas to data centers planned in Texas. The commercial momentum is good news ...

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5 Mar