27Dec2023Best of 2023: (Please Don’t) Drill Baby DrillDirty Little Secrets, Natural Gas, The Daley NoteNatural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.READ
7Dec2023OXY-CrownRock Tie-up a Bad Omen for Permian RigsDirty Little Secrets, Natural Gas, Permian, The Daley NoteRig counts in the Permian Basin have declined by 69 rigs YTD2023, mostly as a result of M&A activity in…READ
5Dec2023Midstream is Ripe for More M&ADirty Little Secrets, Enterprise, Equity, Kinder Morgan, Natural Gas, Targa, The Daley Note, WilliamsMidstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. The new Dirty Little…READ
27Nov2023Only a Matter of Time for TargaDirty Little Secrets, Natural Gas, Natural Gas Liquids, Targa, The Daley NoteDespite a disappointing 3Q23 earnings, East Daley continues to expect strong growth from Targa Resources as it follows a formula…READ
14Nov2023Who Will Handle Growth from the Exxon-Pioneer Giant?Dirty Little Secrets, Natural Gas, Permian, TargaExxonMobil plans to keep growing in the Permian Basin following its purchase of Pioneer Natural Resources (PXD).READ
1Nov2023Mach IPO Highlights Tier 2 PotentialAnadarko, Dirty Little Secrets, Natural Gas, The Daley NoteMach Natural Resources launched an IPO last week, raising nearly $172MM. The offering reflects growing investor interest in the E&P…READ
26Jan2023(Please Don’t) Drill Baby DrillDirty Little Secrets, Natural Gas, The Daley NoteNatural gas futures are falling hard, breaking below the $3/MMBtu level. The decline was inevitable, according to East Daley models.READ
6Dec2022Dirty Little Secrets Preview: Who Gives a Frac?Dirty Little Secrets, Natural Gas Liquids, The Daley NotePlanned fractionation expansions are no match for NGL production growth in 2023, which East Daley expects will lead to tight…READ
28Nov2022Dirty Little Secrets Preview: Sky’s the Limit for LNG ExportsDirty Little Secrets, Natural Gas, The Daley NoteA bright outlook for LNG exports drives East Daley’s long-term natural gas demand forecast in the 2023 Dirty Little Secrets…READ
14Nov2022DLS Preview: The Bottom is in for Crude Transport RatesCrude, Dirty Little Secrets, The Daley NoteEast Daley sees a bottom for shipping rates on crude pipelines exiting the Permian Basin, according to our 2023 Dirty…READ