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[@rleewilson21](/creator/twitter/rleewilson21)
"1/ The U.S. data center boom is running into a wall and its not just power limits. A consumer backlash over land use noise and rising utility bills is now stalling projects across the country. ⚡"  
[X Link](https://x.com/rleewilson21/status/1978809589769310411) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:05Z XXX followers, XXX engagements


"8/ Nowhere are limits clearer than Northern Virginias Data Center Alley. Grid constraints have forced 6+ cancellations and PJM warns new builds may need onsite generation. Williams (WMB) is already planning pipeline expansions to meet the load"  
[X Link](https://x.com/rleewilson21/status/1978809850478907514) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:06Z XXX followers, XX engagements


"1/ Kinetik ($KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains ($PAA) for $500MM and that move may signal more divestitures ahead. 🧵"  
[X Link](https://x.com/rleewilson21/status/1978087969585074616) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:18Z XXX followers, XXX engagements


"4/ East Daley estimates 2025 EBITDA of $26MM from Caprock + Pinnacle just X% of KNTKs total. Meanwhile gas assets make up XX% of its EBITDA base"  
[X Link](https://x.com/rleewilson21/status/1978088184446693713) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:19Z XXX followers, XX engagements


"2/ 🔹 Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. ➡ Growth leveled in late Sept as demand caught up. 👀 Eyes on LNG demand ahead. #Haynesville #NaturalGas"  
[X Link](https://x.com/rleewilson21/status/1978423467813769467) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:31Z XXX followers, XXX engagements


"4/ Clearforks Holly system sits in the Haynesville core gathering XXX Bcf/d for Expand Energy (EXE) Comstock (CRK) and Exco. Aethon is ramping volumes there too after buying Tellurians assets. EDA expects Holly to grow XXX MMcf/d by YE28 driven by LNG demand at Gillis"  
[X Link](https://x.com/rleewilson21/status/1976250635646603494) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:37Z XXX followers, XXX engagements


"9/ East Daley has long cautioned: not all thats announced will get built. In our Macro Supply & Demand Forecast we expect only XXX Bcf/d of new data center-driven gas demand by 2030 far below the XX Bcf/d upside case"  
[X Link](https://x.com/rleewilson21/status/1978809887040704829) [@rleewilson21](/creator/x/rleewilson21) 2025-10-16T13:06Z XXX followers, XXX engagements


"1/ 📈 After bottoming in Jan Haynesville rigs climbed steadily to XX in Aug. Thats +20 rigs YTD in line with our March Macro S&D call that drilling must accelerate to meet X Bcf/d of new Gulf Coast LNG demand by 2026. 🧵"  
[X Link](https://x.com/rleewilson21/status/1968636608288059541) [@rleewilson21](/creator/x/rleewilson21) 2025-09-18T11:21Z XXX followers, 7941 engagements


"1/ 💥 Kinetik (KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains All American (PAA) for $500MM. This move could be just the beginning of a broader portfolio pivot. Let's break it down. 🧵"  
[X Link](https://x.com/rleewilson21/status/1975890416374604203) [@rleewilson21](/creator/x/rleewilson21) 2025-10-08T11:46Z XXX followers, XXX engagements


"7/ Rig activity backs that up ArkLaTex rigs up to XX with recent adds focused in Louisiana. Momentum is perfectly positioned for X Bcf/d of YoY growth out of the basin"  
[X Link](https://x.com/rleewilson21/status/1976250797676720191) [@rleewilson21](/creator/x/rleewilson21) 2025-10-09T11:38Z XXX followers, XXX engagements


"1/ 🚨 Targa Resources (TRGP) just unveiled Speedway Pipeline a new Permian-to-Mont Belvieu NGL system. Alongside it: the Yeti gas plant and Buffalo Run interconnect. This move could intensify the fight for Permian NGL barrels"  
[X Link](https://x.com/rleewilson21/status/1976636302339735637) [@rleewilson21](/creator/x/rleewilson21) 2025-10-10T13:09Z XXX followers, XXX engagements


"3/ These Delaware Basin systems (Reeves Co. TX) span XXX miles of pipe and XX Mb of storage. They connect into EPIC Gray Oak and Cactus I/II prime crude takeaway routes"  
[X Link](https://x.com/rleewilson21/status/1978088070269354377) [@rleewilson21](/creator/x/rleewilson21) 2025-10-14T13:18Z XXX followers, XX engagements


"2/ 🔹 Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. ➡ Growth leveled in late Sept as demand caught up. Eyes on LNG demand ahead. #Haynesville #NaturalGas"  
[X Link](https://x.com/rleewilson21/status/1978421375632073010) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:23Z XXX followers, XXX engagements


"1/ 🚨 Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts 🎁📊 Heres what were seeing from the field via East Daleys Energy Data Studio 🧵👇 #natgas #midstream"  
[X Link](https://x.com/rleewilson21/status/1978423382572949925) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T11:31Z XXX followers, XXX engagements


"As earnings season kicks off today with $KMI EDA is putting together our updated expectations of what volumes by basin & Company will look like ahead of earnings (KMI is the early bird). Our report card from 2Q25 is below"  
[X Link](https://x.com/rleewilson21/status/1978441477228274061) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T12:43Z XXX followers, XXX engagements


"Well well well I stand corrected $KMI reports earnings X week later than usual. Their normal cadence would be today after the bell - looks like it's next Weds at 430p EST. Thanks for the tip @Mlewis8111"  
[X Link](https://x.com/rleewilson21/status/1978474278338384160) [@rleewilson21](/creator/x/rleewilson21) 2025-10-15T14:53Z XXX followers, XXX engagements


"4/ But ethane could bounce back prices have climbed from $0.21/gal (Aug) to $0.28/gal (Oct 9). Gas prices would need to rise further to sustain rejection"  
[X Link](https://x.com/rleewilson21/status/1979152805828137315) [@rleewilson21](/creator/x/rleewilson21) 2025-10-17T11:49Z XXX followers, XX engagements


"5/ In the Permian frac spreads wont slow supply. The basin remains in full ethane recovery mode thanks to integrated midstream giants Targa (TRGP) Enterprise (EPD) and Energy Transfer (ET)"  
[X Link](https://x.com/rleewilson21/status/1979152834139742552) [@rleewilson21](/creator/x/rleewilson21) 2025-10-17T11:49Z XXX followers, XX engagements