Dirty Little Secrets

29Oct2025

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…

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27Dec2023

Best of 2023: (Please Don’t) Drill Baby Drill

Dirty Little Secrets, Natural Gas, The Daley Note

Natural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.

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7Dec2023

OXY-CrownRock Tie-up a Bad Omen for Permian Rigs

Dirty Little Secrets, Natural Gas, Permian, The Daley Note

Rig counts in the Permian Basin have declined by 69 rigs YTD2023, mostly as a result of M&A activity in…

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5Dec2023

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…

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27Nov2023

Only a Matter of Time for Targa

Dirty Little Secrets, Natural Gas, Natural Gas Liquids, Targa, The Daley Note

Despite a disappointing 3Q23 earnings, East Daley continues to expect strong growth from Targa Resources as it follows a formula…

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14Nov2023

Who Will Handle Growth from the Exxon-Pioneer Giant?

Dirty Little Secrets, Natural Gas, Permian, Targa

ExxonMobil plans to keep growing in the Permian Basin following its purchase of Pioneer Natural Resources (PXD).

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1Nov2023

Mach IPO Highlights Tier 2 Potential

Anadarko, Dirty Little Secrets, Natural Gas, The Daley Note

Mach Natural Resources launched an IPO last week, raising nearly $172MM. The offering reflects growing investor interest in the E&P…

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26Jan2023

(Please Don’t) Drill Baby Drill

Dirty Little Secrets, Natural Gas, The Daley Note

Natural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.

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6Dec2022