East Daley Analytics – Dissecting the Energy Value Chain

Posts about ArkLaTex

Developers Eye Gulf Coast Storage to Manage Regional Growth

Posted by: Oren Pilant
Comments: 0
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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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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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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Haynesville Ripe for M&A? Citadel’s $1.2B Paloma Deal Creates Buzz

Posted by: Oren Pilant
Comments: 0
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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Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

Posted by: Oren Pilant
Comments: 0
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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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. ...
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Boardwalk Strikes First in Race to Meet Southeast Growth

Posted by: Oren Pilant
Comments: 0
Boardwalk Pipeline Partners has taken a final investment decision (FID) on the Kosci Junction project for 1.16 Bcf/d of capacity, moving ahead of ...
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ONEOK Reaches $4.3B Deal to Complete EnLink Merger

Posted by: Ajay Bakshani
Comments: 0
ONEOK (OKE) will fully merge with EnLink Midstream (ENLC) after reaching an agreement to acquire the rest of ENLC’s public units for $4.3B. The ...
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WhiteWater’s Pelican Project Tackles Louisiana Capacity Shortage

Posted by: Oren Pilant
Comments: 0
WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on ...
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Boardwalk Grapples with Industry Giants for Southeast Market

Posted by: Zach Krause
Comments: 0
East Daley Analytics recently reported on the Energy Transfer (ET) South Mississippi and Kinder Morgan (KMI) Mississippi Crossing (MSX) projects. ...
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