Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
Dirty Little Secrets
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.
Williams Takes LNG Plunge in $1.9B Woodside Deal
Williams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…
The Next Commodity Cycle: Green Light for Gas, Pit Stop for Oil
ArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley Note
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Best of 2023: (Please Don’t) Drill Baby Drill
Natural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.
OXY-CrownRock Tie-up a Bad Omen for Permian Rigs
Rig counts in the Permian Basin have declined by 69 rigs YTD2023, mostly as a result of M&A activity in…
Midstream is Ripe for More M&A
Dirty Little Secrets, Enterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, Williams
Midstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. The new Dirty Little…
Only a Matter of Time for Targa
Despite a disappointing 3Q23 earnings, East Daley continues to expect strong growth from Targa Resources as it follows a formula…
Who Will Handle Growth from the Exxon-Pioneer Giant?
ExxonMobil plans to keep growing in the Permian Basin following its purchase of Pioneer Natural Resources (PXD).
Mach IPO Highlights Tier 2 Potential
Mach Natural Resources launched an IPO last week, raising nearly $172MM. The offering reflects growing investor interest in the E&P…