East Daley Analytics – Dissecting the Energy Value Chain
The Burner Tip

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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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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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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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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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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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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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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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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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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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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