The Burner Tip | East Daley Analytics

LNG Canada Readies for Mid-’25 Start

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Executive Summary: Infrastructure: LNG Canada appears on track to deliver its first cargo in mid-2025. Rigs: The US rig count decreased by 10 for the ...

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5 Jun

Plaquemines Ramp Drives Southeast Volatility

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Executive Summary: Infrastructure: Plaquemines LNG is receiving up to 2.7 Bcf/d and creating upward pressure on Southeast gas prices. Rigs: The US ...

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20 May

Developers Hit Pause on Some Data Centers as Risks Grow

Posted by: East Daley Analytics

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Infrastructure â€“ 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 â€“ 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

â€˜Breathtaking Market Viewsâ€™: NextEra Peddles Stake in Unique Pipeline Asset

Posted by: East Daley Analytics

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Infrastructure â€“ 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 â€“ 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

Boardwalkâ€™s Borealis Project Could Unleash Appalachian Gas

Posted by: East Daley Analytics

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Infrastructure â€“ 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 â€“ 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

Posted by: East Daley Analytics

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Rigs â€“ 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