East Daley Analytics – Dissecting the Energy Value Chain

Ian Heming

Tariffs, Volatility Hit Pause on Data Center Plans

Posted by: Ian Heming
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Market volatility is prompting Microsoft (MSFT) and other technology companies to re-evaluate investments in data centers, which could have a ...
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LNG Exporters Will Survive a Trade War

Posted by: Ian Heming
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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 ...
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Storage Dynamic Changes Winter Flows to West Coast

Posted by: Ian Heming
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Storage has been the story of the West Coast natural gas market this winter. The Pacific region (Washington, Oregon and California) ended November ...
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Venture Global, Cheniere Usher in Next LNG Wave

Posted by: Ian Heming
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A long-awaited wave of new LNG demand is coming into view from two Gulf Coast projects. Venture Global has exported the first commissioning cargo ...
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Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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Best of 2024: The Daley Note: October 22, 2024. Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy ...
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Uinta Development Spurs Midstream Expansions

Posted by: Ian Heming
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The Uinta Basin may fly under the radar of some analysts, yet the area is drawing investments from two of the leading midstream companies. Williams ...
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Make Way for Matterhorn: Ramp at Katy Creates Intrastate Rivals

Posted by: Ian Heming
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A fast ramp by Matterhorn Express Pipeline appears to backing out natural gas supply from several intrastate pipelines at the Katy hub, confirming a ...
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Matterhorn Gas is Coming Your Way

Posted by: Ian Heming
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Matterhorn Express Pipeline has quickly ramped gas volumes to the Katy hub outside Houston thanks to new pipeline interconnects. Matterhorn is now ...
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Fast Matterhorn Ramp Boosts 4Q Growth Outlook

Posted by: Ian Heming
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Less than three weeks in operation, Matterhorn Express Pipeline is already shaking up Texas energy markets. Natural gas flows have ramped quickly, ...
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Matterhorn Begins Flowing Gas from Permian

Posted by: Ian Heming
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Matterhorn Express Pipeline has started flowing gas into pipelines near Katy, marking start-up of the much-anticipated Permian project. Waha prices ...
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