The Daley Note | The Daley Note (2)

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

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Pipeline operators have advanced several deals recently to supply natural gas to data centers planned in Texas. The commercial momentum is good news ...

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6 Mar

Targa Tacks on New Infrastructure Targeting Permian NGLs

Posted by: Rob Wilson

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A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply ...

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5 Mar

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

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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 ...

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4 Mar

Tariffs Set to Shake Up US Crude Market

Posted by: Kristy Oleszek

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President Trump said new tariffs will move forward on imports from Mexico and Canada, effective Tuesday (March 4). The tariffs, 25% on Mexican goods ...

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28 Feb

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

Posted by: Oren Pilant

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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 ...

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27 Feb

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause

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President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...

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25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

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Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

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21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

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US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

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20 Feb

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

Posted by: Zach Krause

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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 ...

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19 Feb

Haynesville Producers Play a Game of Rig Chicken

Posted by: Oren Pilant

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

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