Private E&Ps are First Out of Gate to Lift Permian Drilling
East Daley expects private operators to drive most of the gains in US crude oil production in response to higher…
ExxonMobil
Producers Tiptoe Toward Growth in Response to Crude Gains
Producers are responding to higher crude oil prices, albeit slowly. East Daley’s updated survey of Permian Basin operators points to…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
First LNG Production at Golden Pass Signals Shift in TX/LA Border Flows
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
Devon, Coterra Merge in $58B Deal to Create a Top 10 US Producer
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…