Ovintiv–EnCap Deal Sets Off a Midland Rig Fight
Ovintiv’s purchase of three EnCap-backed producers will result in a shrinking rig count in the Midland Basin.
Natural Gas
Long Road Ahead to Refill West Coast Storage
West Coast gas storage exited winter at the lowest inventory level in 22 years, setting the stage for higher regional…
Enterprise Lowers View on Commodity Supply
EPD has lowered supply growth expectations. EPD’s short- to medium-term gas forecast mostly aligns with East Daley’s outlook, but diverge…
Court Ruling Ends Hope for a 2023 Start of MVP
A new court ruling ends hope for a 2023 start of the Mountain Valley Pipeline in the Northeast.
Permian Samples Rise to a New Record in March
Permian Basin pipeline samples hit a record high in March 2023, supporting East Daley Analytics’ view that production is on…
Dual Reality: Why East Daley Maintains Two Supply Forecasts
East Daley Analytics maintains and regularly updates two natural gas supply forecasts for our commodity and equity models.
Westworld: Premium Market Draws Gas Across the US
Natural gas price spreads to the West Coast continue to blow out, pulling gas from across the country to capitalize…
Targa May Join Race to Build Next Permian Pipeline
Targa Resources (TRGP) is planning a new pipeline to move natural gas from the Permian Basin to the Texas Gulf…
Pipe Maintenance to Keep Permian Prices Volatile in April
Permian natural gas prices are likely to remain volatile in April as several Gulf Coast-bound pipeline systems conduct seasonal maintenance.
Party’s Over: Line 2000 Return Brings Short Relief to Permian Prices
The long-awaited restart of El Paso system’s Line 2000 brought Permian producers only a few weeks of relief from low…