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…
Powder River
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…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
Williams Expansions Boost Rockies’ Access to Western Gas Market
Williams has started service on an expansion of its MountainWest Overthrust Pipeline. The project is one of several planned on…
Would ET Sell Powder River System? Crestwood Deal Opens the Door
Energy Transfer picked up a G&P system in the Powder River Basin when it bought Crestwood Equity in 2023 for…
Sinclair Proposes Rockies Route to Fill Western Products Shortfall
Crude, Denver Julesberg, Green River, Kinder Morgan, Oneok, Phillips 66, Powder River, The Daley Note, Uinta
HF Sinclair has thrown its hat in the ring to meet a looming refined products shortfall in California and the…
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Cowboy Up: WES Rides Rig Rally in Powder River
Western Midstream (WES) is riding growing interest in the Powder River Basin thanks to its recently acquired Meritage Midstream assets.
Supply Outlook Diverges for Two Rockies Basins
East Daley recently revised our crude oil supply forecast in the Powder River and Denver-Julesburg basins based on diverging trends.