Private E&Ps Lead Early Rebound in Permian Drilling
East Daley Analytics expects private operators to drive most of the gains in US crude oil production in response to…
Anadarko
South Bow Confirms Prairie Connector Demand, Targets Mid-2027 Project FID
South Bow has secured 20-year binding commitments for its Prairie Connector project to move Canadian crude to US delivery points.
Offshore Projects Gain Urgency as VLCC Constraints Tighten
Geopolitical risks are accelerating demand for US crude exports, but future growth hinges on expanding offshore infrastructure to relieve Gulf…
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
Why Gulf Coast Crude Spreads are Blowing Out
The WTI-Brent spread has expanded from an average of…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…