The Daley Note

Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming

Comments: 0

Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...

Read

25 Apr

WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas Market

Posted by: Oren Pilant

Comments: 0

WhiteWater Midstream and partners MPLX, Enbridge (ENB) and Targa Resources (TRGP) will move forward with construction of the Traverse Pipeline in ...

Read

24 Apr

China Trade Fight Could Ruin Bullish Propane Outlook

Posted by: Julian Renton

Comments: 0

The US propane market was on pace for a strong year in 2025, before a trade war erupted between Washington and Beijing. East Daley Analytics had been ...

Read

23 Apr

Developers Eye Gulf Coast Storage to Manage Regional Growth

Posted by: Oren Pilant

Comments: 0

Midstream company NeuVentus is developing a new natural gas storage hub, the Texas Reliability Underground (TRU) project, 40 miles east of Houston. ...

Read

22 Apr

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

Posted by: East Daley Analytics

Comments: 0

XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of a piece ...

Read

17 Apr

LNG Exporters Will Survive a Trade War

Posted by: Ian Heming

Comments: 0

How would a trade war affect US LNG exports? So far, China is the only nation to put tariffs on US cargoes, and we doubt buyers in Europe will follow ...

Read

16 Apr

Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas

Posted by: Zach Krause

Comments: 0

On April 1, Boardwalk Pipelines (BWPL) announced a non-binding open season for Borealis, a 2 Bcf/d expansion of the Texas Gas Transmission (TGT) ...

Read

15 Apr

Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?

Posted by: Gage Dwan

Comments: 0

WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty. Investors face twin pressures ...

Read

11 Apr

Competition Heats Up for Committed DJ Barrels

Posted by: Kristy Oleszek

Comments: 0

Oil production in the Denver-Julesburg Basin is slowing, which means competition has intensified for committed barrels. The four main transmission ...

Read

10 Apr