Waha Moves: Some Midstreamers Win, Others Lose
Volatile Waha natural gas prices will affect Permian midstream companies in different ways.
Natural Gas
Permian Nosedive Points to Gas Egress Concerns
East Daley forecasts Permian natural gas egress to tighten by late 2022, yet steep price discounting at Waha suggests takeaway…
Subdued Permian Southbound Exports
Diving Permian gas prices put pipeline takeaway in focus as Waha traded nearly $4 behind the Henry Hub this week.…
Appalachian Growing Pains
East Daley models Northeast gas growth to be in maintenance mode. Appalachian growing pains are on the horizon barring Mountain…
Where is Excess Permian Supply Going?
Price spreads from Waha to the Houston Ship Channel and SoCal border widened this week to $1.65 and $1.90/MMBtu respectively,…
We Predict More Crude Oil & Natural Gas Supply Growth Ahead
East Daley’s latest September forecasts see more crude oil and natural gas supply growth ahead.
Look to Northbound Permian Pipes for Egress Signals
Northbound Permian pipes are beginning to fill, supporting our thesis that basin egress will tighten in early 2023.
Spare Permian Capacity is Available
Permian samples remain elevated through the first week of September, continuing the trend we observed from August.
Permian Sample Uptick – Real or Fake News?
Permian gas samples rose nearly 8% (372 MMcf/d) M-o-M in August. Is this growth real or a head-fake?