The Hormuz Will Reopen Before the Crude Market
The closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…
Bakken
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…
The Market Wants More Oil. Shale May Not Deliver.
Permian Basin gas constraints and capital discipline could blunt the traditional supply response from the spike in WTI prices.
US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of oil in storage to address…
War in the Middle East: Keep Calm and Profit on
The US-Israel attack on Iran lobs a grenade into the hydrocarbons…
The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…
Exxon Leads the Pack for 2026 Permian Supply Growth
With 4Q25 earnings wrapped up, East Daley Analytics’ survey of Permian producer guidance reveals two distinct camps: ExxonMobil (XOM), and…
Data Center Infrastructure Gap Creates Opportunities for Williams, Others
The industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…