East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

TMX Raises Prices for Refiners, Canadian Producers

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Executive Summary: Rigs: The total US rig count decreased by 6 rigs for the week ending January 21. Infrastructure: As the Trans Mountain Pipeline ...
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New Fields to Lift Gulf of Mexico Output in 2024

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Summary: Rigs - The total US rig count decreased by 2 rigs W-o-W, down to 600 from 602. The Eagle Ford is up 2 rigs, the Permian declined 2 rigs, and ...
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Bakken Production Takes Hit in Winter Storm

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Crude Oil Edge Summary: Rigs - The total US rig count increased by 4 rigs W-o-W, up to 599 from 595. Liquid-driven basins gained 5 rigs for the week ...
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Permian Exits 2023 at Record Crude Production

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Executive Summary: Rigs: The US rig count held steady W-o-W at 595 rigs. Infrastructure: Permian Basin crude oil production grew 10% in 2023 to a new ...
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DJ Basin Production Nears Previous Highs

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Executive Summary: Rigs: The US rig count ended 2023 at 591 rigs, down 2 W-o-W. Infrastructure: Oil production in the Denver Julesberg Basin has been ...
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Shell Wins Big in GoM Lease Sale

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Executive Summary: Rigs- The US rig count increased by 5 W-o-W with total rigs settling at 594. Infrastructure- Shell Wins Big in GoM Oil and Gas ...
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EIA Lowers Crude Forecast vs EDA in 2024

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Quick Summary:
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Enbridge Line 5 Back in the Game

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Rigs:
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Permian Drives Supply Growth in EDA Forecast

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Enbridge Tests Waters for More Texas Exports

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The Daley Note: November 22, 2023
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