Exxon Leads the Pack for 2026 Permian Supply Growth
With 4Q25 earnings wrapped up, East Daley Analytics’ survey of Permian producer guidance reveals two distinct camps: ExxonMobil (XOM), and…
Crude
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…
Bridger Plans Pipeline to Move Canadian Crude to Guernsey, Raising Egress Questions
Bridger Pipeline, a True Companies affiliate, is developing a crude oil pipeline to move Western Canadian crude directly to the…
Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian Barrels
Valero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…
Devon, Coterra Merge in $58B Deal to Create a Top 10 US Producer
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…