East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas (14)

Best of 2023: Why Mountain Valley Pipeline Creates Phantom Takeaway

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Best of 2023: The Daley Note: June 21, 2023. On paper, the massive Mountain Valley Pipeline (MVP) has the potential to open new markets for Marcellus ...
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Best of 2023: ONEOK Joins Midstream Elite with $19B Magellan Purchase

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Best of 2023: The Daley Note: May 23, 2023. Watch out, Enterprise (EPD), Energy Transfer (ET) and Kinder Morgan (KMI). The $18.8B acquisition of ...
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Best of 2023: New Pipeline Could Move Matterhorn, Permian Gas Further Downstream

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Best of 2023: The Daley Note: March 28, 2023. Whitewater Midstream plans to build a massive natural gas pipeline through southeastern Texas that ...
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Best of 2023: (Please Don’t) Drill Baby Drill

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Best of 2023: The Daley Note: January 27, 2023. Natural gas futures have fallen hard, breaking below $3/MMBtu for the balance of winter. While a ...
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Best of 2023: Delicate: Supply Growth Hinges on Solving Permian Bottleneck

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East Daley's Best Of 2023: The Daley Note: January 9, 2023. It’s no secret East Daley is bullish on natural gas production heading into 2023 – and ...
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DT Midstream Keeps LEAP Expansion on Track

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DT Midstream (DTM) is making quick progress on the company’s LEAP expansion, adding more pipeline to move gas to market in the ArkLaTex Basin.
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Record LNG Flows See Limited Upside in 2024

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US LNG feedgas flows are averaging nearly 14.2 Bcf/d through November and December, the highest on record. But upside looks limited from here until ...
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Pembina Buys Alliance, Aux Sable Stakes for C$3.1B

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Pembina Pipeline (PBA) will buy Enbridge’s (ENB) interests in Alliance Pipeline, Aux Sable, and NRGreen for C$3.1B. The assets connecting Western ...
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KMI System Files for Westbound Rockies Expansion

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Wyoming Interstate Co. (WIC) is pursuing a pipeline project to increase westbound transport from the Cheyenne hub, reflecting growing interest in ...
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The Haynesville is Bigger in Texas

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East Daley Analytics breaks out the ArkLaTex Basin covering Haynesville shale development into two geographic regions: the Louisiana Haynesville, and ...
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