East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market

Posts about The Daley Note (14)

3 May

LNG Growth Can Flip Economics Driving Gas Prices

Comments: 0
Driven by new LNG projects, natural gas demand growth is poised to exceed supply in 2025, according to our latest Macro Supply and Demand Forecast. ...
Read
2 May

In 2025, Gas Could Break Through to Other Side

Comments: 0
Natural gas producers are suffering through a terrible year in 2024 featuring decades-low prices and an unprecedented storage glut. But if operators ...
Read
30 Apr

Plaquemines LNG Takes First Gas in Project Milestone

Comments: 0
Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana ...
Read
26 Apr

Need a Permian Update? Targa Could Spill the Tea

Comments: 0
We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...
Read
25 Apr

Waha Pain is Ethane’s Gain as Gas Goes Negative

Comments: 0
Natural gas prices have been hammered recently in the Permian Basin, routinely trading below zero since March as pipelines conduct seasonal ...
Read
24 Apr

Limp Haynesville Delivery has Bulls at Attention

Comments: 0
$1-handle gas is proving a real downer in the Haynesville, where producers have had a hard time keeping flows up recently. Unexpectedly soft ...
Read
23 Apr

Without LEG, Williams Loses Kick to 2024 Earnings

Comments: 0
A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...
Read
18 Apr

TETCO Readies Pipeline to Serve New LNG Project

Comments: 0
Federal regulators have given Enbridge (ENB) the green light to start a new pipeline serving an LNG project finishing construction on the Louisiana ...
Read
17 Apr

Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

Comments: 0
Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
Read
16 Apr

What Comes After Matterhorn? Battle Heats Up to Build Next Permian Pipe

Comments: 0
Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.
Read
12 13 14 15 16
Related Products

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to
the Daley Note

SUBSCRIBE

Posts by Topic

Recent Posts

feature image

LNG Investors Await Warmer Embrace by Trump

January 22, 2025

feature image

Targa’s Daytona Drives Another NGL Record

January 22, 2025

feature image

Canada Conquers Back

January 16, 2025

feature image

Winter Blitz Calls Transco Expansions into Action

January 15, 2025

Upcoming Events

No upcoming events.