The Daley Note | Natural Gas

The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers

Posted by: Zach Krause

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Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. Energy Transfer (ET) recently carried ...

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18 Mar

Ambitious Plaquemines Ramp Raises Stakes on Gas Supply

Posted by: Oren Pilant

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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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14 Mar

Storage Dynamic Changes Winter Flows to West Coast

Posted by: Ian Heming

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Storage has been the story of the West Coast natural gas market this winter. The Pacific region (Washington, Oregon and California) ended November ...

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11 Mar

Pipelines Advance Supply Deals for Texas Data Centers

Posted by: Ethan Warrick

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Pipeline operators have advanced several deals recently to supply natural gas to data centers planned in Texas. The commercial momentum is good news ...

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5 Mar

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

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After a down year, the Haynesville is ready for a turnaround. East Daley expects production to climb through 2025 in a tighter gas market, and ...

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28 Feb

Will KMI’s Hot Streak Continue? Company Tests Market for Giant Texas Header

Posted by: Oren Pilant

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Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final decision in the last quarter of 2024, and the pipeline giant ...

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26 Feb

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

Posted by: James Taylor

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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 ...

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20 Feb

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

Posted by: Zach Krause

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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 ...

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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. ...

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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 ...

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