Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…
The Daley Note
A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…
Oil Spike Boosts Some Producers More Than Others
Hedge structure, not just spot price, will determine which producers can capture upside from the surge in oil prices.
Vaquero Project Nears Completion in Latest Delaware Midstream Expansion
Vaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
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…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned by TC Energy that spans just over 200 miles from northwest Ohio to…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
What LNG Glut? Qatari Outage Puts US Projects in the Driver’s Seat
Analyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…
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…