The Daley Note | The Daley Note (4)

Ready for a Haynesville Recovery? LEAP Flows Show the Way

Posted by: Oren Pilant

Comments: 0

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 ...

Read

4 Mar

Tariffs Set to Shake Up US Crude Market

Posted by: Kristy Oleszek

Comments: 0

President Trump said new tariffs will move forward on imports from Mexico and Canada, effective Tuesday (March 4). The tariffs, 25% on Mexican goods ...

Read

28 Feb

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

Posted by: Oren Pilant

Comments: 0

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 ...

Read

27 Feb

Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts

Posted by: Zach Krause

Comments: 0

President Trump ordered a new 25% tariff on steel imports that could raise costs for some pipeline projects, though East Daley expects the effects ...

Read

25 Feb

Sky’s the Limit: ET, SOBO Partner on Big Sky to Meet Canadian Growth

Posted by: Gage Dwan

Comments: 0

Energy Transfer (ET) and South Bow (SOBO) have launched an open season for commitments to a joint tariff for a new project called the Big Sky ...

Read

21 Feb

Who’s the Next Ethane Customer? The Case for GAIL

Posted by: Rob Wilson

Comments: 0

US ethane supply is booming, and international petrochemical companies are chomping at the bit for the cheap feedstock to fuel new ethylene crackers. ...

Read

20 Feb

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

Posted by: Zach Krause

Comments: 0

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 ...

Read

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. ...

Read

14 Feb

Northeast Producers Join the NGL Party

Posted by: Rob Wilson

Comments: 0

Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ...

Read

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 ...

Read

Posts about The Daley Note (4)

Crude Oil Market Insights Made Easy

Natural Gas Analytics and Forecasts

Natural Gas Liquids Analytics

Capital Intelligence

Subscribe to the Daley Note

Posts by Topic

Recent Posts

May 1, 2025

April 30, 2025

April 29, 2025

April 25, 2025

Upcoming Events

LDC Mid Continent

LDC Gulf Coast

LDC Northeast

EIC Investor Conference

East Daley Monthly Production Stream

Subscribe to
the Daley Note