The Daley Note | Oren Pilant

Plaquemines LNG Ramp Drives Southeast Volatility

Posted by: Oren Pilant

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East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d of demand pressure from Plaquemines LNG. ...

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30 May

Haynesville M&A Continues with Clearfork Midstream Deal

Posted by: Oren Pilant

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M6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the equity-financed acquisition ...

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14 May

Woodside’s Bold LNG Bet Adds to Demand Wave

Posted by: Oren Pilant

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Woodside Energy (WDS) has broken the mold and will move forward with the Louisiana LNG project without a diversified customer base. WDS on April 28 ...

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25 Apr

WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas Market

Posted by: Oren Pilant

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

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23 Apr

Developers Eye Gulf Coast Storage to Manage Regional Growth

Posted by: Oren Pilant

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

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3 Apr

Haynesville Rebound Starts with a Few Small Steps

Posted by: Oren Pilant

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Flows out of the Haynesville indicate that production has started to grow again, but we still have a ways to go to balance the market. In the Macro ...

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26 Mar

Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates Buzz

Posted by: Oren Pilant

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Hedge fund Citadel has acquired E&P Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville. Paloma is a midsized ...

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18 Mar

Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

Posted by: Oren Pilant

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Venture Global (VG) plans to rapidly expand production at its Plaquemines LNG project in 2025, creating more demand in a relatively tight natural gas ...

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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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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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