We’re Not Buying EIA’s ‘Chicken Little’ Oil Forecast
The EIA has turned heads with a bearish call on crude oil. The agency predicts prices will fall to around…
Crude
Civitas Sells DJ Assets as Basin Consolidation Continues
Civitas Resources (CIVI) is trimming its Denver-Julesburg (DJ) Basin footprint with two asset sales totaling $435MM. The offloaded properties produce…
ONEOK, Plains Take Control of BridgeTex Ahead of Upturn
ONEOK and Plains All American have taken over BridgeTex Pipeline, buying out the interest of the Ontario Municipal Employees Retirement…
ONEOK, Plains Take Over BridgeTex Ahead of Uptrend for Permian Oil Pipe
ONEOK (OKE) and Plains All American (PAA) have bought out the Ontario Municipal Employees Retirement System’s (OMERS) interest in BridgeTex…
Who’s Down in the Permian? Rig Slide Splits Midstream Into Winners, Losers
Crude, Energy Transfer, Equity, FANG, Kinder Morgan, Kinetik, MPLX LP, Oneok, Permian, Phillips 66, Plains, Targa, The Daley Note
Drilling in the Permian Basin fell by 34 rigs in 2Q25, a 12% Q-o-Q decline, and continues to slide as…
Laggard Pipe Readies for Growth as Permian Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…
Permian Crude Growth on Track Despite E&P Pullback
In 1Q25 earnings reports, many US crude producers, especially Permian operators, lowered their full-year Capex guidance in response to WTI…
Fast-Tracked Rail Expansion Could Lift Uinta Crude
Uinta Basin oil producers could see much-needed takeaway added soon after the Bureau of Land Management approved a rail terminal…
Permian Gas at Crossroads: Market Headwinds Today, LNG Tailwinds Tomorrow?
Crude, Energy Transfer, Kinder Morgan, Kinetik, MPLX LP, Natural Gas, Permian, Targa, The Daley Note, Western Midstream Partners
East Daley Analytics anticipates a fundamental shift in producer behavior in the Permian Basin as rising LNG and data center…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…