East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
6 Mar

Ample Storage Changes West Coast Flows This Winter

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Flows – Storage has been the story of the West Coast market this winter. The Pacific region (Washington, Oregon and California) ended November ...
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27 Feb

LEAP Volumes Tick Higher in Early Sign of Haynesville Recovery

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Flows – According to East Daley’s ArkLaTex Basin forecast, production in the Haynesville declined from 16.1 Bcf/d in 1Q24 to just 14.5 Bcf/d in ...
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20 Feb

Data Centers Could Add 6 Bcf/d to Gas Demand: EDA Forecast

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Infrastructure – The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ ...
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13 Feb

Data Center Boom Sparks Rise in Texas Gas Demand

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Infrastructure – New natural gas demand is coming into focus to feed AI and data centers, and the Permian Basin looks to play a leading role. East ...
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6 Feb

KMI Tests Interest in Massive Texas Header Project

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Flows – Kinder Morgan (KMI) managed to take two greenfield projects from open season to a final investment decision (FID) in the last quarter of ...
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30 Jan

KMI, ENB Pipelines Gain from Plaquemines LNG Startup

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Flows – Startup activities at the Plaquemines LNG project is lifting flows on Kinder Morgan (KMI) and Enbridge (ENB) gas pipelines, passing 1.3 ...
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23 Jan

Trump Lifts Moratorium on LNG Export Licenses

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Infrastructure – The new Trump administration has lifted a moratorium on new LNG export licenses set by former President Biden as part of a broader ...
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16 Jan

Arctic Freeze Likely to Disrupt US Gas Production

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Flows – Frigid temperatures are on the horizon across the US from January 18–25 and will bring high potential to disrupt natural gas production. ...
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9 Jan

LNG Sector Awaits Warmer Embrace from Trump

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Infrastructure – The LNG sector is poised for gains from the incoming Trump administration, which is expected to take aim at a moratorium on export ...
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2 Jan

New Year, New Permian Pipeline Maintenance

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Infrastructure – In December, Kinder Morgan released a preliminary maintenance schedule for January for its El Paso Natural Gas (EPNG) pipeline. ...
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