East Daley Analytics – Dissecting the Energy Value Chain

Posts about ArkLaTex

A Golden Pass Delay Would Bend, Not Break Bullish ‘25 View

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Bloomberg recently reported that Golden Pass LNG’s start date could slip from 1H25 to 2H25. This development would cut our Henry Hub forecast by ...
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LNG Growth Can Flip Economics Driving Gas Prices

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Driven by new LNG projects, natural gas demand growth is poised to exceed supply in 2025, according to our latest Macro Supply and Demand Forecast. ...
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In 2025, Gas Could Break Through to Other Side

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Natural gas producers are suffering through a terrible year in 2024 featuring decades-low prices and an unprecedented storage glut. But if operators ...
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Plaquemines LNG Takes First Gas in Project Milestone

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Venture Global’s Plaquemines LNG has started receiving natural gas, marking a milestone for the project under construction in southeastern Louisiana ...
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Limp Haynesville Delivery has Bulls at Attention

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$1-handle gas is proving a real downer in the Haynesville, where producers have had a hard time keeping flows up recently. Unexpectedly soft ...
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Without LEG, Williams Loses Kick to 2024 Earnings

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A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley ...
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TETCO Readies Pipeline to Serve New LNG Project

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Federal regulators have given Enbridge (ENB) the green light to start a new pipeline serving an LNG project finishing construction on the Louisiana ...
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FTC Request Delays CHK-SWN Merger

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Chesapeake Energy (CHK) and Southwestern Energy (SWN) have postponed the closing date of their E&P ‘super-merger’ following a request from the ...
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ET Spat Sweeps the LEG Project Off Schedule

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Williams (WMB) has postponed the in-service date for the Louisiana Energy Gateway (LEG) pipeline amid a legal dispute with Energy Transfer (ET). The ...
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ArkLaTex Samples Rise in February, Bucking Fall in Gas Prices

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East Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices. The gains could reflect ...
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