East Daley Analytics – Dissecting the Energy Value Chain

Posts about Natural Gas (2)

Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers

Posted by: Zach Krause
Comments: 0
Tallgrass Energy said it has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline (REX) to Permian ...
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Permian E&Ps Trim Guidance, Signal Slower Growth Phase Ahead

Posted by: Maria Paz Urdaneta
Comments: 0
After years of steady gains, the Permian Basin is entering a more tempered growth phase as producers recalibrate spending plans. Several intend to ...
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What’s Matterhorn Worth? At Least $5.5B Based on Devon Sale

Posted by: Rob Wilson
Comments: 0
Devon Energy (DVN) has agreed to sell its 12.5% equity interest in Matterhorn Express Pipeline for $375MM, placing a marker on the value of the ...
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Destination North Dakota? Mystery Demand Drives Competing Bakken Projects

Posted by: Ian Heming
Comments: 0
North Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding open ...
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Permian or Bust: Lower Oil Prices Narrow NGL Growth Story

Posted by: Julian Renton
Comments: 0
A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s latest Purity Product Forecast trims expected NGL ...
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Woodside’s Bold LNG Bet Adds to Demand Wave

Posted by: Oren Pilant
Comments: 0
Woodside Energy (WDS) has broken the mold and will move forward with the Louisiana LNG project without a diversified customer base. WDS on April 28 ...
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What Slowdown? Permian Processing Expansions Plow Ahead at $60 Oil

Posted by: Maria Paz Urdaneta
Comments: 0
Despite a $10/bbl correction in oil prices, the rush is still on to build natural gas processing in the Permian Basin. Developers have used 1Q25 ...
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KMI Maintains Project Momentum with Elba Express Expansion

Posted by: Zach Krause
Comments: 0
Kinder Morgan (KMI) kicked off earnings season with the Elba Express Bridge project announcement. The 71-mile extension into South Carolina is backed ...
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$3 Gas Draws Producers Back to Marcellus

Posted by: James Taylor
Comments: 0
Drilling activity is on the rise in the Marcellus thanks to higher natural gas prices. Rig counts in northeastern Pennsylvania have doubled since the ...
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Citadel Hits the Ground Running in the Haynesville

Posted by: Zach Krause
Comments: 0
Hedge fund Citadel is quickly making a splash as an E&P operator. The company has ramped up drilling in the Haynesville play just two months ...
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