(Editors at Energy Analytics Institute, 10.Jan.2025) — A long-awaited wave of new LNG demand is coming into view from 2 Gulf Coast projects, Venture Global and Cheniere Energy, according to East Daley Analytics. For its part, Venture Global announced on 26 Dec. 2024 that the first commissioning cargo from Plaquemines LNG […]
Tag: East Daley Analytics
Coterra Rides Permian Consolidation Wave
(East Daley Analytics, 22.Nov.2024) — Coterra Energy (CTRA) is expanding its foothold in the northern Delaware Basin, acquiring assets of Franklin Mountain Energy and Avant Natural Resources in separate agreements valued at $3.95bn. The two deals could put up to 4 rigs in play for midstream companies serving the producers, […]
Midstreamer Bucks the Haynesville Slump
(East Daley, 5.Nov.2024) — Haynesville production has fallen over 3 Bcf/d so far in 2024 in a weak natural gas market, dragging volumes down on many of the largest gathering systems. But DT Midstream (DTM) so far has resisted the Haynesville slump and is looking ahead to a new expansion […]
Lower 48 LNG Exports to Reach 25.7 Bcf/d by Jan. 2030
(Energy Analytics Institute, 28.Oct.2024) — Assuming all the LNG export projects located in the Lower 48 that have taken a final investment decision (FID) and others expected to take FID go forward, the Lower 48 (including Mexican projects that utilize U.S. piped-gas) will have 28.5 Bcf/d of export capacity and […]
New Projects to Open Bakken NGL Markets
(East Daley, 20.Sep.2024) — The Permian and Williston basins are both constrained by inadequate gas pipeline egress. Yet when it comes to managing the associated ethane, that’s where the similarities end – Permian ethane is valued as a purity product, and Bakken supply plays second fiddle. Market dynamics are likely to […]
Cooldown Cargo Advances Next LNG Project: East Daley
(East Daley, 13.Sept.2024) — As the industry cleans up from Hurricane Francine, East Daley is watching Plaquemines LNG closely in southeastern Louisiana. Venture Global recently received its first LNG vessel – only this ship docked to deliver LNG, rather than export it. The company is using a cooldown cargo instead […]