The Daley Note | Zach Krause

KMI Maintains Project Momentum with Elba Express Expansion

Posted by: Zach Krause

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Kinder Morgan (KMI) kicked off earnings season with the Elba Express Bridge project announcement. The 71-mile extension into South Carolina is backed ...

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7 May

Citadel Hits the Ground Running in the Haynesville

Posted by: Zach Krause

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Hedge fund Citadel is quickly making a splash as an E&P operator. The company has ramped up drilling in the Haynesville play just two months ...

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30 Apr

Sorry, Trump Can’t Save This Pipeline

Posted by: Zach Krause

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The Constitution Pipeline has caught the eye of President Trump, who said in February that he wants to see it built in the Northeast. Sponsor ...

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16 Apr

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

Posted by: Zach Krause

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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) ...

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27 Mar

WMB’s Project Socrates Offers Enlightening Energy Solution

Posted by: Zach Krause

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Williams (WMB) is pursuing Project Socrates, the latest splashy investment by a midstream company to meet demand for data centers. WMB is putting ...

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19 Mar

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause

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Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...

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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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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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13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

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The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up ...

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31 Jan

KMI Reports: What to Watch in 4Q Earnings

Posted by: Zach Krause

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Kinder Morgan (KMI) reported last Wednesday (January 22) and gave midstream investors the first data points of the 4Q24 earnings season. There were a ...

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