Antero’s Growth Story Gets Drier
Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…
Monthly Production Stream: June
Webinar Overview: The Future of U.S. Crude, Gas and Liquids Production
What does the outlook for U.S. natural gas, crude oil, and NGL production look like over the next 12 months?
This webinar explores why basin economics, location, and deliverability are becoming increasingly critical as producers and midstream operators position for long-term growth. Learn how low-cost basins are expected to capture market share, how new pipeline projects are reshaping flows to the Gulf Coast and beyond, and where infrastructure investment is creating opportunities across the value chain.
A deep dive into the Permian Basin provides a cross-commodity perspective on the interconnected natural gas, crude oil, and NGL markets. We analyze natural gas takeaway capacity alongside crude transportation infrastructure, including capacities and utilization rates to key demand centers such as Corpus Christi, Houston, and the increasingly strategic Cushing storage hub. With Cushing crude inventories under pressure and at multi-year lows, understanding evolving supply dynamics has never been more important.
The discussion also examines the Permian NGL outlook, including the balance between ethane rejection and recovery, transportation constraints, and the implications of an improving Waha natural gas price as new infrastructure alleviates basin bottlenecks.
Key Topics Include:
- U.S. natural gas, crude oil, and NGL production outlook through 2030
- Basin competitiveness, deliverability, and infrastructure requirements
- Permian Basin natural gas, crude, and NGL market dynamics
- Crude transportation and storage trends, including the role of Cushing
- Waha pricing, ethane recovery economics, and frac spread implications
- Midstream and upstream companies positioned to capitalize on emerging opportunities
Watch the Breakdown
The market moved fast. See how the system is responding.
Stream the full June Production Stream for a clear view of how crude, gas, and NGL markets are shifting and where risk and value are forming into 2026.
Go deeper with the full slide deck. All the charts, forecasts, and basin-level insights in one download.
Chris Noonan
Chief Revenue Officer
Jack Weixel
Senior Director
Maria Paz Urdaneta
Head of Upstream
Keland Rumsey
Lead Energy Analyst
Who Is East Daley?
At East Daley Analytics, we provide the most comprehensive and actionable insights into the energy sector. With a focus on midstream and upstream energy markets, our team delivers unmatched expertise through data-driven analysis, reports, and innovative solutions. Our webinars are designed to offer industry professionals the latest trends, market dynamics, and key insights to help them make informed decisions in a rapidly evolving energy landscape. With our commitment to transparency and accuracy, East Daley helps you navigate complex energy markets with confidence.
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Our Methodology
Granular Asset-Level Data
Deep, detailed tracking of energy assets across the midstream and upstream sectors for accurate and specific market insights.
Market Supply and Demand Forecasting
Projections based on real-time data and historical trends to provide accurate future outlooks.
Commodity Flow Analysis
Detailed analysis of commodity flows to identify market shifts and critical supply chain bottlenecks.
Earnings Model Integration
Incorporating company-level earnings with market data to create a full picture of financial performance in the sector.
Scenario Modeling
Using scenario-based analysis to test potential outcomes for market developments, helping clients assess risk and make strategic decisions.
Real-Time Market Monitoring
Ongoing monitoring of key indicators and market changes to ensure clients receive timely, relevant updates.
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