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…
Denver Julesberg
Crowded REX: Permian Pipe Could Displace Other Gas
Tallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…
Permian or Bust: Lower Oil Prices Narrow NGL Growth Story
A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…
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…
Double H Conversion Creates Risk for DJ Oil Pipes
Double H Pipeline’s conversion to NGL service could limit crude oil volumes out of the Gurnsey hub and on downstream…
More Permian Barrels Find a Home in Cushing
Crude flows are shifting to Cushing hub, creating more demand for northbound service from the Permian.
Chevron’s DJ Strategy: More Bullhorn, Less Drillbit
The Denver-Julesburg Basin continues to lose steam as multiple operators have laid down rigs in the second half of 2024.…
Supply Outlook Diverges for Two Rockies Basins
East Daley recently revised our crude oil supply forecast in the Powder River and Denver-Julesburg basins based on diverging trends.
Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake
Denver Julesberg, Energy Transfer, Enterprise, Equity, Natural Gas, Permian, The Daley Note, Western Midstream Partners
Occidental Petroleum is reported to be exploring a sale of its stake in Western Midstream. East Daley Analytics made the…