Permian Price Relief is Brief as Waha Weakens
The restart of El Paso system’s Line 2000 has brought Permian producers only a few weeks of relief as Waha…
Natural Gas
Midstream Caught in Middle of Permian Producer Split
Public and private E&Ps are parting ways in the Permian Basin. Public companies have added rigs as privates pull back,…
MVP: So You’re Telling Me There’s a Chance
The Mountain Valley Pipeline could still begin service by the end of 2023 after scoring a new permit.
Who’s on the Chopping Block?
East Daley Analytics has made a conviction call for gas oversupply in 2023, and we are monitoring real-time rig data…
Public, Private E&Ps on Divergent Paths in Permian
Public and private producers are taking divergent paths in the Permian Basin in 2023, with public producers growing rigs while…
Deals Shed Light on Value of Genesis Energy Businesses
Several recent transactions shed light on the potential value of Genesis Energy’s marine transport and soda ash businesses.
Mind Games: Freeport LNG Start-up Toys with Haynesville Supply View
Restart of the Freeport LNG facility is skewing pipeline samples out of the Haynesville shale and creating a distorted view…
No Such Thing as the Perfect Hedge
Targa Resources reported in-line 4Q22 earnings and guided to 2023 volume growth consistent with East Daley’s Blueprint forecast.
Freeport LNG is Causing a Fake Decline in the ArkLaTex
The restart of Freeport LNG is the likeliest cause for a recent drop in pipelines samples from the ArkLaTex Basin.
Not All Bears Hibernate
Some Delaware Basin supply growth in 2023 will come from surprising places, such as the 3Bear G&P system in Lea…