Oil Spike Boosts Some Producers More Than Others
Hedge structure, not just spot price, will determine which producers can capture upside from the surge in oil prices.
Crude
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
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…
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…
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…
Bridger Plans Pipeline to Move Canadian Crude to Guernsey, Raising Egress Questions
Bridger Pipeline, a True Companies affiliate, is developing a crude oil pipeline to move Western Canadian crude directly to the…
Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian Barrels
Valero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…