East Daley Analytics – Dissecting the Energy Value Chain
Crude Oil Edge

Double H Conversion Leaves Guernsey Market Short

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Executive Summary: Rigs: The US total rig count decreased by 11 rigs for the July 7 week, down to 545 from 556. Infrastructure: Kinder Morgan (KMI) ...
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Permian Rigs Slide 10% in 1H24 with More Downside Ahead

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Executive Summary: Rigs: The total rig count decreased by 1 for the July 17 week, down to 553 from 554. Infrastructure: Rig activity continues to ...
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M&A Transforms Bakken Landscape

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Executive Summary: Rigs: The total rig count decreased by 9 for the June 23 week, down to 554 from 563. Infrastructure: The Bakken industry has ...
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US Supreme Court to Decide Fate of Uinta Rail Project

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Executive Summary: Rigs: The total US rig count decreased by 4 for the June 16 week, down to 560 from 564. Infrastructure: On June 24, the US Supreme ...
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Bakken Growth Feeds Guernsey and DJ

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Executive Summary: Rigs: The total US rig count decreased by 5 for the June 9 week, down from 565 to 560. Infrastructure: As the Bakken continues to ...
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Permian Basin Growth Despite Rig Reductions

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Executive Summary: Rigs: The total US rig count decreased by 6 rigs for the June 2 week, down to 558 from 564. Infrastructure: The Permian Basin is ...
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TRP Shareholders Approve South Bow Spinoff

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Executive Summary: Rigs: The total US rig count decreased by 8 for the May 26 week, down to 563 from 571 rigs. Infrastructure: On June 4, TC Energy ...
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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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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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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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