Winter is Coming – Flows Are Filling Storage
East Daley predicts 100+ Bcf storage builds in the next few weeks.
Natural Gas
A Tale of Two Basins at Western Midstream
Western Midstream could face a reduction in cash flow due to flattening or even declining Denver-Julesburg gas volumes.
Midstream’s Role in the Future of Energy
East Daley shares our macroeconomic outlook for U.S. Oil, Natural Gas, and NGLs review producer discipline scenario implications on midstream,…
Waha Moves: Some Midstreamers Win, Others Lose
Volatile Waha natural gas prices will affect Permian midstream companies in different ways.
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.