East Daley Analytics – Dissecting the Energy Value Chain
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East Daley Analytics

5 Jun

Supply Outlook Diverges for Two Rockies Basins

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Executive Summary: Rigs: The total US rig count increased by 2 rigs for the May 19 week, up from 570 to 572. Infrastructure: East Daley is updating ...
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30 May

Conoco to Acquire Marathon for $17.B, Eyes Bakken Cuts

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Executive Summary: Rigs: The total US rig count decreased by 6 rigs for the May 12 week, down to 562 from 568. Infrastructure: ConocoPhillips (COP) ...
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22 May

Lost Canadian Barrels Move the St. James Market

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Summary: Rigs - The total US rig count decreased by 5 rigs for the May 5 week, down to 572 from 577. Infrastructure - Canada’s new Trans Mountain ...
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15 May

TMX Expansion Starts, Raising the Ante for a Sour Barrel

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Executive Summary: Rigs: The total US rig count decreased by 7 rigs for the April 28 week, down to 574 from 581. Infrastructure: The much-anticipated ...
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8 May

Pipeline Work Will Block a Main Permian Artery

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Executive Summary: Rigs: The total US rig count increased by 2 rigs W-o-W, up to 582 for the April 21 week from 580. Infrastructure: Upcoming ...
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1 May

Gas Constraints May Limit Bakken Production Growth

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Executive Summary: Rigs: The total US rig count increased by 2 rigs W-o-W, up to 581 from 579. Infrastructure: Crude oil is the primary economic ...
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24 Apr

Enbridge Pipe is a Last Resort for Bakken Shippers

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Executive Summary: Rigs: The total US rig count decreased by 2 rigs W-o-W, down to 584 from 586. Infrastructure: East Daley expects effective ...
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17 Apr

Enterprise Adds to List of Permian Pipe Expansions

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Executive Summary: Rigs: The total US rig count stayed flat W-o-W at 582 rigs for the March 31 week. Infrastructure: Enterprise Products (EPD) plans ...
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10 Apr

SPOT Project Gains on Appeals Court Ruling

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Executive Summary: Rigs: The total US rig count decreased 6 rigs W-o-W to 582 for the March 24 week, down from 588. Infrastructure: Enterprise ...
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3 Apr

TMX is a License for Growth in Western Canada

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Executive Summary: Rigs: The total US rig count increased by 3 rigs W-o-W, up from 601 to 604 for the March 17 week. Infrastructure: Canadian ...
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