The Repauno terminal’s Phase 2 expansion is on track to begin operations in early 2027, according to sponsor FTAI Infrastructure. The project will materially increase East Coast LPG export capacity ...
The White House is reportedly considering a 90-day ban on US diesel exports in an effort to bring down record diesel prices. The policy would be disruptive to oil markets and industry supply chains, ...
A federal appeals court on Sept. 11 vacated a Department of Energy order keeping Consumers Energy’s J.H. Campbell coal plant in Michigan operating beyond its planned May 31, 2025 retirement. The ...
Enbridge (ENB) on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for growing Permian Basin natural gas supply. The proposed 42-inch ...
The market moved. The system followed. Higher crude prices are pulling production forward. That growth is bringing gas and NGL supply with it. And infrastructure is starting to decide what actually ...
The data center industry is growing rapidly and creating significant upside for natural gas consumption. East Daley Analytics’ base case projects up to 6 Bcf/d of additional gas demand by 2030 to make ...
Antero Resources (AR) on Dec. 8 announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream assets in West Virginia for $2.8B in cash ...
Targa Resources (TRGP) is in the midst of a huge expansion of natural gas processing that will keep the Permian Basin’s leading G&P system operator in the pole position. From YE22 through 2025, Targa ...
Williams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside Energy (WDS) under which it will invest in the 16.5 Mtpa (2.5 Bcf/d) Louisiana ...
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 Daley Analytics sees a potential connection between the Stargate ...
Western Midstream (WES), rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B. The purchase price represents an 8x multiple on expected 2027 EBITDA, ...
One project East Daley is closely monitoring is TC Energy’s (TRP) Bison XPress. The project aims to expand natural gas takeaway from North Dakota and is one of several variables likely to impact ...