East Daley Knows Plains
East Daley hit the nail on the head ahead of Plains All American’s 4Q22 earnings, matching reported Adj. EBITDA of…
Crude
NuStar Guidance: More Conservative than Texas
NuStar provided weak 2023 guidance for its Permian crude gathering system, in contrast to East Daley’s more optimistic outlook for…
Keystone Outage Could be Holiday Gift for Midstreamers
An outage on TC Energy’s Keystone oil pipeline could boost 4Q profits for some companies.
EOG on the Road to El Dorado
EOG is building a pipeline to its Dorado gas play, boosting a bullish Eagle Ford outlook.
Utica Play a Three-Way Opportunity for Midstream
A new Utica shale play could light a fire under Northeast midstream companies by bringing new investments to handle or…
In Colorado, Industry Navigates New World of ESG
The Colorado oil and gas industry is adapting to some of the toughest environmental and permitting rules in the nation.
Project Approval Hits the SPOT for Exports
Enterprise (EPD) received a key approval for its SPOT project offshore the Gulf Coast. We see SPOT intensifying US competition…
Don’t Let the Eagle Ford Fly Under Your Radar
Rig counts in the Eagle Ford shale are the highest since 2019, leading East Daley to expect production growth in…
FERC Keeps Cash Spigot Open for Pipelines
FERC adopts a new policy statement that will limit the ability of pipeline shippers to contest new rate hikes on…
DLS Preview: The Bottom is in for Crude Transport Rates
East Daley sees a bottom for shipping rates on crude pipelines exiting the Permian Basin, according to our 2023 Dirty…