The Daley Note | Natural Gas

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

Comments: 0

After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in a tighter gas market, and ...

Read

28 Feb

Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header

Posted by: Oren Pilant

Comments: 0

Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter of 2024, and the pipeline giant ...

Read

26 Feb

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor

Comments: 0

Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...

Read

20 Feb

The Bear Case Looms: 4 Threats to the AI Gas Boom

Posted by: Zach Krause

Comments: 0

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 ...

Read

19 Feb

Haynesville Producers Play a Game of Rig Chicken

Posted by: Oren Pilant

Comments: 0

East Daley Analytics’ natural gas balances show a need for more Haynesville supply later in 2025, which will require operators to step up drilling. ...

Read

13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

Comments: 0

The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...

Read

11 Feb

AI Boom Comes to Texas, Sparking Natural Gas Demand Surge

Posted by: Ethan Warrick

Comments: 0

New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East Daley Analytics ...

Read

7 Feb

Sayonara, Surplus. Cold Wipes Out Gas Market Cushion

Posted by: Jack Weixel

Comments: 0

Cold weather in January has wiped out the storage surplus and pushed natural gas prices higher in 2025. The latest weekly storage surveys show a ...

Read

6 Feb

Outrigger Deal Moves KMI Closer to Filling Double H

Posted by: Rob Wilson

Comments: 0

Kinder Morgan (KMI) could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy. We estimate that ...

Read

5 Feb

Hess Takes the Over on Bakken Growth

Posted by: Rob Wilson

Comments: 0

East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company ...

Read

Posts about Natural Gas

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

March 5, 2025

March 4, 2025

February 28, 2025

February 27, 2025

Upcoming Events

LDC Mid Continent

LDC Southeast

LDC Gulf Coast

LDC Northeast

OPIS NGL Summit

North American Crude Production: WCSB, Rockies & Permian Growth Impact on US Crude Market Hubs and Export Docks

Subscribe to
the Daley Note