East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
20 May

Developers Hit Pause on Some Data Centers as Risks Grow

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Infrastructure – Market volatility is prompting some companies to re-evaluate investments in data centers, which could have a knock-on effect for ...
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20 May

Data Shows Shippers Backing Matterhorn Pipeline

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Infrastructure – The Matterhorn Express Pipeline continues to ramp natural gas deliveries out of the Permian Basin, flowing over 1.6 Bcf/d recently ...
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1 May

‘Breathtaking Market Views’: NextEra Peddles Stake in Unique Pipeline Asset

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Infrastructure – XPLR Infrastructure (XIFR; formerly NextEra Energy Partners) continues to seek buyers for its investment in Meade Pipeline Co., ...
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24 Apr

Citadel Ramps Haynesville Rigs Following Paloma Acquisition

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Infrastructure – Just two months after acquiring E&P Paloma Natural Gas, hedge fund Citadel is already taking an activist role in the ...
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17 Apr

Boardwalk’s Borealis Project Could Unleash Appalachian Gas

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Infrastructure – On April 1, Boardwalk Pipelines (BWPL) announced a non-binding open season for Borealis, a 2 Bcf/d expansion of the Texas Gas ...
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10 Apr

Negative Gas Prices Return to Permian Despite Matterhorn Start

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Infrastructure – Negative natural gas prices have returned to the Permian Basin, despite the start of Matterhorn Express Pipeline just six months ...
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3 Apr

Rising Gas Prices Pull Anadarko Operators Off the Sidelines

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Rigs – Producers are returning to core of the SCOOP/STACK play in the Anadarko Basin to capitalize on higher natural gas prices, adding l0 rigs so ...
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27 Mar

Citadel Enters Haynesville Upstream in $1.2B Paloma Deal

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Flows –Hedge fund Citadel has acquired E&P company Paloma Natural Gas for $1.2B, setting a high price on acquisitions in the Haynesville. ...
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20 Mar

Haynesville Samples, Guidance Show Early Signs of Turnaround

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Flows – Flows out of the Haynesville indicate that production is starting grow again, but we still have a ways to go to balance the market. In the ...
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13 Mar

Venture Global Plans Ambitious Ramp at Plaquemines LNG

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Flows – On the company’s first earnings call March 6, Venture Global (VG) reported some surprising figures for the Plaquemines LNG ramp schedule ...
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Developers Hit Pause on Some Data Centers as Risks Grow

May 20, 2025

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Data Shows Shippers Backing Matterhorn Pipeline

May 20, 2025

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‘Breathtaking Market Views’: NextEra Peddles Stake in Unique Pipeline Asset

May 1, 2025

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Citadel Ramps Haynesville Rigs Following Paloma Acquisition

April 24, 2025