The Daley Note | Natural Gas

LNG Exporters Will Survive a Trade War

Posted by: Ian Heming

Comments: 0

How would a trade war affect US LNG exports? So far, China is the only nation to put tariffs on US cargoes, and we doubt buyers in Europe will follow ...

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16 Apr

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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10 Apr

Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply Boom

Posted by: Alex Gafford

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Tokyo Gas subsidiary TG Natural Resources (TGNR) has acquired a 70% stake in Chevron U.S.A.’s (CVX) East Texas gas assets for $75MM in cash and ...

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9 Apr

Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring

Posted by: James Taylor

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Negative natural gas prices have returned to the Permian Basin, despite the start of Matterhorn Express Pipeline just six months ago. Maintenance and ...

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3 Apr

Haynesville Rebound Starts with a Few Small Steps

Posted by: Oren Pilant

Comments: 0

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

Comments: 0

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

Comments: 0

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

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