Depleted Cushing Storage is Flashing Red in Crude Markets
Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12-year low, draining storage…
Crude
Falling Cushing Storage is a Warning Sign for Crude
Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12-year low, draining storage…
FERC Rate Adjustment Could Cut $1B+ from Pipeline Earnings
The Federal Energy Regulatory Commission’s latest reset of oil pipeline rates could wipe out more than $1B of annual EBITDA…
Private E&Ps are First Out of Gate to Lift Permian Drilling
East Daley expects private operators to drive most of the gains in US crude oil production in response to higher…
Prairie Connector Clears First Hurdle, but Politics Holds the Keys
South Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty,…
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…
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.
A Small FERC Rate Change Could Slash $1 Billion from Pipeline Earnings
The Federal Energy Regulatory Commission’s latest oil pipeline index reset looks small on paper. In reality, it could remove more…
Producers Tiptoe Toward Growth in Response to Crude Gains
Producers are responding to higher crude oil prices, albeit slowly. East Daley’s updated survey of Permian Basin operators points to…
Producers Bump Up Guidance in Response to Higher Crude Prices
East Daley’s updated survey of Permian Basin operators points to 3.3% growth in oil production in 2026, or a gain…