15Apr2026Bakken Outlook Improves on Higher Oil PricesAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South BowWe recently revised our Bakken outlook higher in anticipation of a…READ
14Apr2026Texas Pipelines are Near-Term Tailwind, Long-Term Drag for Kinder MorganBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, Kinder MorganA blowout in the Waha-to-Houston Ship Channel spread in 1Q and 2Q26 should benefit…READ
14Apr2026Iran War, Higher Oil Prices Knock Down EDA Gas ForecastAnadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley NoteWe have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…READ
9Apr2026KMI Poaches Bakken NGLs From ONEOK Contract Roll-OffBakken, Crude, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…READ
8Apr2026Why Gulf Coast Crude Spreads are Blowing OutAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South BowThe WTI-Brent spread has expanded from an average of…READ
7Apr2026Widening Crude Spreads Unlock Upside for South BowBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, WTIOil market volatility from the Iran conflict could pump up earnings for…READ
7Apr2026How the Iran War is Bearish for US GasBakken, Crude, Eagle Ford, Natural Gas, Permian, Powder River, The Daley NoteThe Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…READ
1Apr2026Widening Crude Spreads Unlock Upside for South BowAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, South Bow, WTIOil market volatility from the Iran conflict could pump up earnings for…READ
31Mar2026The Hormuz Will Reopen Before the Crude MarketBakken, Delaware Basin, Eagle Ford, Fundamentally Speaking, Haynesville, WTIThe closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…READ
25Mar2026Market Underestimates Permian Egress Tightening in a $100 Oil ScenarioAnadarko, Bakken, Chevron, Crude, Crude Oil Edge, Eagle Ford, PermianPermian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…READ