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…
Dirty Little Secrets
(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.
Dirty Little Secrets Preview: Who Gives a Frac?
Planned fractionation expansions are no match for NGL production growth in 2023, which East Daley expects will lead to tight…
Dirty Little Secrets Preview: Sky’s the Limit for LNG Exports
A bright outlook for LNG exports drives East Daley’s long-term natural gas demand forecast in the 2023 Dirty Little Secrets…
DLS Preview: The Bottom is in for Crude Transport Rates
East Daley sees a bottom for shipping rates on crude pipelines exiting the Permian Basin, according to our 2023 Dirty…
Midstream’s Role in the Future of Energy
East Daley shares our macroeconomic outlook for U.S. Oil, Natural Gas, and NGLs review producer discipline scenario implications on midstream,…