The Daley Note (2)

Kinetik’s Durango Deal Pays Off as Rigs Double on System

Posted by: James Taylor

Comments: 0

Kinetik’s (KNTK) recent acquisition of Durango Midstream is paying dividends for the company. Rig counts have more than doubled on the G&P system ...

Read

25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

Comments: 0

Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

Read

21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

Comments: 0

US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

Read

20 Feb

The Bear Case Looms: 4 Threats to the AI Gas Boom

Posted by: Zach Krause

Comments: 0

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 ...

Read

19 Feb

Haynesville Producers Play a Game of Rig Chicken

Posted by: Oren Pilant

Comments: 0

East Daley Analytics’ natural gas balances show a need for more Haynesville supply later in 2025, which will require operators to step up drilling. ...

Read

14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

Comments: 0

Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

Read

13 Feb

Data Centers’ Voracious Power Demand Drives Gas Renaissance

Posted by: Zach Krause

Comments: 0

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

Read

12 Feb