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

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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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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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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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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The Permian Growth Story is Not Over

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Executive Summary: Rigs: The total US rig count increased by 1 rig W-o-W from 597 to 598 rigs for the week of March 10. Infrastructure: The Permian ...
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Bakken Takeaway is Tighter Than it Appears

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*UPDATED GRAPH FOR INFRASTRUCTURE* Executive Summary: Rigs: The total US rig count decreased by 2 rigs W-o-W and liquids-driven basins saw no change ...
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Enbridge Plans Expansions to Solidify Lead in Corpus Christi Exports

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Executive Summary: Rigs: W-o-w the total US rig count decreased by 1 rig and liquids-driven basins decreased by 3 rigs for the February 25 week. ...
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Houston Price Opens Up in 2024 as Permian Egress Tightens

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Executive Summary: Rigs: US rig activity was flat in liquids-driven basins, losing 1 rig overall. Infrastructure: The price spread from Midland to ...
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Chord, Enerplus to Merge into Top Bakken Producer

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Executive Summary: Rigs: US rig activity declined sharply W-o-W due to a loss of 9 rigs in liquids-driven basins for the February 11 week. ...
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Refiners Consider Switch to Renewable Diesel

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Executive Summary: Rigs: Week over week, rig activity in the US remained relatively stable. Infrastructure: Incentivized by government policies, ...
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