The Daley Note (4)

Crown Jewel for Sale: NextEra Selling Stake in Premiere Gas Asset

Posted by: East Daley Analytics

Comments: 0

XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., the owner of a piece ...

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17 Apr

LNG Exporters Will Survive a Trade War

Posted by: Ian Heming

Comments: 0

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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16 Apr

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

Posted by: Zach Krause

Comments: 0

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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15 Apr

Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?

Posted by: Gage Dwan

Comments: 0

WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty. Investors face twin pressures ...

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11 Apr

Competition Heats Up for Committed DJ Barrels

Posted by: Kristy Oleszek

Comments: 0

Oil production in the Denver-Julesburg Basin is slowing, which means competition has intensified for committed barrels. The four main transmission ...

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10 Apr

Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply Boom

Posted by: Alex Gafford

Comments: 0

Tokyo Gas subsidiary TG Natural Resources (TGNR) has acquired a 70% stake in Chevron U.S.A.’s (CVX) East Texas gas assets for $75MM in cash and ...

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9 Apr

Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring

Posted by: James Taylor

Comments: 0

Negative natural gas prices have returned to the Permian Basin, despite the start of Matterhorn Express Pipeline just six months ago. Maintenance and ...

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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

Comments: 0

Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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4 Apr

Got Tariff Anxiety? Look to Last Trade War for Clues

Posted by: Rob Wilson

Comments: 0

The Trump administration announced sweeping new tariffs on US imports late Wednesday (April 2), including a 10% tariff on imported goods plus ...

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3 Apr

Haynesville Rebound Starts with a Few Small Steps

Posted by: Oren Pilant

Comments: 0

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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