The Daley Note | Oren Pilant

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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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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29 Jan

Plaquemines LNG Start Lifts KMI, Enbridge Pipes

Posted by: Oren Pilant

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Startup of Plaquemines LNG is boosting flows on Kinder Morgan (KMI) and Enbridge (ENB) gas pipelines, passing 1.3 Bcf/d last week from the export ...

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28 Jan

KMI’s Trident Project Pops a Texas Gas Bubble

Posted by: Oren Pilant

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Kinder Morgan (KMI) is moving forward with the $1.7B Trident Intrastate Pipeline at a total capacity of 1.5 Bcf/d. The project will move Permian gas ...

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