The Daley Note | Natural Gas

Plaquemines LNG Ramp Drives Southeast Volatility

Posted by: Oren Pilant

Comments: 0

East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d of demand pressure from Plaquemines LNG. ...

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10 Jun

EOG Puts Northeast in Spotlight with $5.6B Encino Deal

Posted by: Zach Krause

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On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in transactions in ...

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6 Jun

Kinetik Rides Post-Earnings Momentum

Posted by: Rob Wilson

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Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is focused on ...

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5 Jun

All Aboard the Power Express: Next Big Transco Project Targets Data Centers

Posted by: Zach Krause

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Williams (WMB) rolled out its next big expansion, the Power Express project on the Transcontinental Gas Pipe Line (Transco), in the company’s 1Q25 ...

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4 Jun

Which Way is Up? Tallgrass Stirs Speculation Over Pipe Route to REX

Posted by: Zach Krause

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Tallgrass Energy has set the industry abuzz over a pipeline project that would move Permian gas to its Rockies Express Pipeline (REX). The proposal ...

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30 May

Haynesville M&A Continues with Clearfork Midstream Deal

Posted by: Oren Pilant

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M6 ETX Holdings II Midco, a holding company for Momentum Midstream, saw its credit upgraded by ratings agencies after the equity-financed acquisition ...

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28 May

Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Posted by: Zach Krause

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Tallgrass Energy said it has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline (REX) to Permian ...

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21 May

Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead

Posted by: Maria Paz Urdaneta

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After years of steady gains, the Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to ...

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20 May

What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale

Posted by: Rob Wilson

Comments: 0

Devon Energy (DVN) has agreed to sell its 12.5% equity interest in Matterhorn Express Pipeline for $375MM, placing a marker on the value of the ...

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16 May

Destination North Dakota? Mystery Demand Drives Competing Bakken Projects

Posted by: Ian Heming

Comments: 0

North Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding open ...

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