Goliath vs. Goliaths
Energy Transfer’s (ET) Permian systems lost 5 rigs for the week of Sept. 4, the largest W-o-W drop by all…
The Daley Note
Compass Points North for Permian Bottlenecks
Northbound Permian gas pipelines are beginning to fill, supporting East Daley’s thesis that basin egress will tighten in early 2023.
Williams Bolsters Haynesville Gas Gathering
Williams (WMB) is readying for the Haynesville gas supply boom, which East Daley forecasts to average 2 Bcf/d of growth…
Devon Breaks LNG Capital Barrier
Devon Energy’s (DVN) agreement for the Delfin LNG project is a possible template for producers to bridge the capital gap…
EnLink Capacity Constraints Loom in Oklahoma
Volumes on EnLink Midstream’s Central Oklahoma system trend higher in our recently revised forecast due to a significant increase in…
A Shift Load of Permian Gas
Midstream is seeing creative and collaborative solutions to service the current producer supply push amid high commodity prices. Moving ongoing…
Occidental Permian Rig Count Rises, but Who Wins?
Occidental Petroleum (OXY) has 19 active rigs in the Permian according to East Daley’s rig tracking data for the week…
Natural Gas Watch: 93 New Rigs Since January
Permian samples remain elevated through the first week of September, continuing the trend we observed through August. Average August-September volumes…
Natural Gas Watch: Permian Production Outruns Sample
Daily pipe scrapes have become a less reliable indicator of Permian dry gas production over time (see Figure 1), as…
Frac Constraints Arrive Sooner on Medford Outage
The July explosion at ONEOK’s Medford fractionator has disrupted NGL supply chains and will hasten the onset of frac constraints,…