The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…
Permian
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…
Exxon Leads the Pack for 2026 Permian Supply Growth
With 4Q25 earnings wrapped up, East Daley Analytics’ survey of Permian producer guidance reveals two distinct camps: ExxonMobil (XOM), and…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict in the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
Bridger Plans Pipeline to Move Canadian Crude to Guernsey, Raising Egress Questions
Bridger Pipeline, a True Companies affiliate, is developing a crude oil pipeline to move Western Canadian crude directly to the…
ET May Convert Lake Charles to an NGL Terminal
Energy Transfer (ET) has abandoned an LNG export project at its Lake Charles facility, but the company hasn’t thrown in…
Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to Table
ConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Western Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Louisiana Fracs Flash ‘Vacancy’ in a Tight NGL Market
While NGL fractionators in southeastern Texas are running all-out, ample frac capacity is available across the state line in Louisiana.…