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…
Crude
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),…
BridgeTex Prepares for Growth as Permian Oil Egress Tightens
BridgeTex Pipeline, the last crude oil pipeline to fill from the Permian Basin to Houston, has revised its tariff to…
Illinois Connector Positions ETCOP, Gulf Coast for Growth
The Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…
Rail Expansion Could Lift Uinta Crude
Executive Summary: Rigs: The total US rig count increased to 525 during the week of July 6. Infrastructure: The Bureau of…
ETCOP Positioned for Growth with Connector Project
Executive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more Canadian crude oil to the…
Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…
Trade War, Iran Conflict Whipsaw Crude. Time to Revisit Capex Budgets?
2Q25 was a wild ride for crude oil, driven by geopolitical conflicts. Oil prices fell early in the quarter on…