The Daley Note | Natural Gas (15)

LNG Export Pause Throws a Wrench in Gas Outlook

Posted by: East Daley Analytics

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The Biden administration is temporarily pausing export licenses for LNG projects while it studies the climate impacts of additional exports. The ...

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26 Jan

Customers Line Up for Next LNG Wave

Posted by: East Daley Analytics

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LNG project developers continue to make progress in signing new customers, helping firm up the long-term outlook for natural gas demand in East Daley ...

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25 Jan

Kinder Morgan Results Miss Consensus, 1% above EDA in 4Q

Posted by: East Daley Analytics

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Kinder Morgan (KMI) reported 4Q23 Adj. EBITDA below Street estimates last week, confirming a forecast by East Daley Analytics for a disappointing ...

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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

Posted by: East Daley Analytics

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...

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23 Jan

Winter Storm Bites into Gas Production, Storage

Posted by: East Daley Analytics

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...

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19 Jan

LNG Closure Creates Reliability Risk in New England

Posted by: East Daley Analytics

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With bitter temperatures blanketing the US, the Everett LNG import terminal is helping New England residents stay warm and keep the lights on this ...

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18 Jan

The Case for Upside from a CHK–SWN Combo

Posted by: East Daley Analytics

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) will merge into the largest US natural gas producer. The $17B deal could be good or bad news ...

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17 Jan