East Daley Analytics – Dissecting the Energy Value Chain

Posts about The Daley Note (3)

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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Need a Permian Update? Targa Could Spill the Tea

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We’re optimistic about Targa Resources (TRGP) and expect the company to post healthy earnings growth in 1Q24 and the year ahead. In the big picture, ...
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Waha Pain is Ethane’s Gain as Gas Goes Negative

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Natural gas prices have been hammered recently in the Permian Basin, routinely trading below zero since March as pipelines conduct seasonal ...
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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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Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

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Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
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What Comes After Matterhorn? Battle Heats Up to Build Next Permian Pipe

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Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.
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Silverbow Board Battle Could Move South Texas Outlook

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A board battle underway between SilverBow Resources (SBOW) and Kimmeridge Texas Gas (KTG) could impact the production outlook for South Texas, ...
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