9Feb2023Supply Runs Ahead of New Permian PipelinesNatural Gas, The Daley NoteWhistler Pipeline was running nearly full before the start of a new lateral to the Midland Basin, according to the…READ
8Feb2023Finding Balance Means Sharing the PainNatural Gas, The Daley NoteNatural gas prices are likely to fall under $2 due to rapid supply growth, according to East Daley’s model. Producers…READ
6Feb2023Shock to the System: Sub-$2 Gas on the HorizonNatural Gas, The Daley NoteSub-$2 natural gas prices are now in view, according to East Daley’s model, and there may not be a lot…READ
3Feb2023A Sneak Peek at Targa Ahead of the TapeEquity, Natural Gas, The Daley NoteEast Daley expects Targa to report 4Q22 earnings on the low side of guidance due to lower commodity prices and…READ
2Feb2023Permian E&Ps Add Rigs into Softening Price StripNatural Gas, Natural Gas WeeklyProducers continue to add rigs in the Permian Basin despite softening oil and gas prices, supporting East Daley’s view of…READ
2Feb2023Price Relief on Horizon for West Coast Gas MarketNatural Gas, The Daley NoteRelief is on the horizon for the West Coast as Kinder Morgan seeks to return Line 2000 of the El…READ
31Jan2023Anadarko Momentum Lifts EnLink System OutlookNatural Gas, The Daley NoteEnLink Midstream is poised to ride drilling and supply momentum on its Central Oklahoma (COK) G&P system in 2023.READ
31Jan2023Arctic Blast Brings a Chill to ONEOK EarningsEquity, Natural Gas, The Daley NoteDecember’s Arctic blast will likely dampen 4Q22 earnings for midstream company ONEOK.READ
27Jan2023Bakken Supply Still Lower One Month After StormBakken, Natural Gas, Natural Gas WeeklyBakken production has not fully recovered from the Arctic blast that struck ahead of the holidays. Gas output fell by…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