The Daley Note | ArkLaTex (2)

Midstreamer Bucks the Haynesville Slump

Posted by: Oren Pilant

Comments: 0

Haynesville production has fallen over 3 Bcf/d so far in 2024 in a weak natural gas market, dragging volumes down on many of the largest gathering ...

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31 Oct

Matterhorn Start Displaces Carthage Flows to Texas Coast

Posted by: Oren Pilant

Comments: 0

Southbound flows on Natural Gas Pipeline of America (NGPL) from Carthage to the Houston Ship Channel fell from an average of 1.2 Bcf/d in September ...

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29 Oct

KMI, ET Duel to Meet Southeast Demand Growth

Posted by: Zach Krause

Comments: 0

Midstream competition is heating up to meet ballooning expectations for natural gas demand growth in the Southeast. Kinder Morgan (KMI) launched a ...

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9 Oct

Ruling in LEG Dispute Opens Door to Pipe Action

Posted by: Oren Pilant

Comments: 0

Federal regulators have sided with Williams (WMB) in a dispute with Energy Transfer (ET) over authority for the Louisiana Energy Gateway (LEG) ...

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2 Oct

Gulf Run Ramps Southbound Deliveries to Golden Pass Pipeline

Posted by: Oren Pilant

Comments: 0

Energy Transfer’s (ET) Gulf Run Pipeline in Louisiana has seen significant growth in southbound deliveries over the summer, including flows to Golden ...

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26 Sep

Green Shoots for a Gas Basin Turnaround?

Posted by: James Taylor

Comments: 0

While natural gas prices seem stuck near $2/MMBtu, some operators are preparing for better days ahead. Rig counts have been quietly rising of late in ...

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24 Sep

Choked Haynesville Supply Hints at Brighter Year Ahead

Posted by: Alex Gafford

Comments: 0

Haynesville operators are sitting on ~1.2 Bcf/d of unused gas production from choked or delayed wells, according to a review by East Daley Analytics ...

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13 Sep

Just Chill: Cooldown Cargo Advances Next LNG Project

Posted by: East Daley Analytics

Comments: 0

As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently ...

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4 Sep

$3.3B EnLink Deal Moves the Needle for ONEOK

Posted by: East Daley Analytics

Comments: 0

ONEOK (OKE) is acquiring EnLink Midstream (ENLC) for $3.3B. The purchase will move the needle in several ways for the company: ENLC assets will ...

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10 Jul

Midstream Takes a Selective Hit from Low Gas Prices

Posted by: Zach Krause

Comments: 0

A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24. East Daley ...

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