East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
The Burner Tip
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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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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