Why This Keystone Spill is Different
The Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…
Crude
Permian Growth Creates Dock Upside in ‘25
Executive Summary: Rigs: The total US rig count decreased by 6 during the week of April 13 to 571. Infrastructure: Supply growth from…
Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution
Executive Summary: Rigs: The total US rig count increased by 6 during the week of April 6 to 577. Infrastructure:…
Keystone Spill Muddies South Bow Outlook
Executive Summary: Rigs: The total US rig count increased by 2 during the week of March 30 to 573. Infrastructure:…
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Competition Heats Up for Committed DJ Barrels
Oil production in the Denver-Julesburg Basin is slowing, which means competition for committed barrels has intensified. The four main pipelines…
Tariffs, OPEC+ Decision Rattle Oil Markets
Executive Summary: Rigs: The total US rig count increased by 5 during the week of March 23 to 564. Infrastructure:…
Permian Growth in ‘25 Fuels Upside for Export Docks
Permian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…
1Q25 Fundamentals Drag on Permian Growth Plans
Executive Summary: Rigs: The total US rig count decreased by 5 during the week of March 16 to 549. Infrastructure:…
Producers Guide to +300 Mb/d of ’25 Permian Growth: EDA Survey
Executive Summary: Rigs: The total US rig count decreased by 16 during the week of March 9 to 542. Infrastructure:…