2Dec2022Not All Swingers can Score in the ArkLaTexNatural Gas, The Daley NoteThe ArkLaTex Basin will be a swing source of natural gas supply in the next few years, leading to volatility…READ
30Nov2022Don’t Let the Eagle Ford Fly Under Your RadarCrude, Natural Gas, The Daley NoteRig counts in the Eagle Ford shale are the highest since 2019, leading East Daley to expect production growth in…READ
30Nov2022Well Refracs Help Barnett Shale Defy the OddsBarnett, EnLink, Natural Gas, Targa, The Daley NoteWell refracs are supporting natural gas production in the Barnett shale in North Texas, lifting the fortunes of several midstream…READ
28Nov2022Dirty Little Secrets Preview: Sky’s the Limit for LNG ExportsDirty Little Secrets, Natural Gas, The Daley NoteA bright outlook for LNG exports drives East Daley’s long-term natural gas demand forecast in the 2023 Dirty Little Secrets…READ
23Nov2022Classic Rewind: Bankruptcy Battle Looms for Ruby PipelineEquity, Natural Gas, The Daley NoteEast Daley reviews the Ruby Pipeline bankruptcy following a settlement announcement by co-asset owner Pembina Pipelines (PBA).READ
17Nov2022Anadarko Rig Gains Lift Midstream, with One ExceptionNatural Gas, The Daley NoteRig gains in the Anadarko Basin lifted 3Q natural gas volumes on most midstream gathering and processing systems, with one…READ
16Nov2022Northeast Producers Slow to Leave Starting Gate this WinterNatural Gas, The Daley NoteNortheast natural gas producers have been slow to increase supply this winter from the Marcellus shale, prompting East Daley to…READ
11Nov2022Permian Supply Growth Will Slow in 2025Natural GasEast Daley expects Permian gas supply growth to slow significantly in 2025-26 under the assumption that E&Ps will slow drilling…READ
11Nov2022It’s no Slam Dunk, but Permian Rig Outlook is ImprovingNatural Gas, The Daley NoteEast Daley considers conflicting signals for Permian Basin rigs, which influences our natural gas supply and market outlook.READ
10Nov2022Permian Egress Pipelines Filling UpNatural GasWaha prices recovered from last week’s steep discounts as Gulf Coast Express and El Paso wrapped up maintenance work. Waha…READ