# East Daley

> Get unparalleled oil and gas midstream insights with East Daley's trusted analysis\. Discover opportunities with our energy intelligence\.

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## Pages
- [Privacy Policy](https://eastdaley.com/privacy-policy)
- [Careers](https://eastdaley.com/careers)
- [Our Team](https://eastdaley.com/about/our-team)
- [Energy Path™: Comprehensive Energy Market Dashboard](https://eastdaley.com/commodities/energy-path)
- [NGL Network Model](https://eastdaley.com/commodities/ngls/ngl-network-model)

## Crude Oil Edge
- [Falling Cushing Storage is a Warning Sign for Crude](https://eastdaley.com/crude-oil-edge/falling-cushing-storage-is-a-warning-sign-for-crude): Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12\-year low, draining storage to a point where a regional price response may be required\.
- [FERC Rate Adjustment Could Cut $1B\+ from Pipeline Earnings](https://eastdaley.com/crude-oil-edge/ferc-rate-adjustment-could-cut-1b-from-pipeline-earnings): The Federal Energy Regulatory Commission’s latest reset of oil pipeline rates could wipe out more than $1B of annual EBITDA upside from the liquids pipeline sector by 2028\.
- [South Bow Confirms Prairie Connector Demand, Targets Mid\-2027 Project FID](https://eastdaley.com/crude-oil-edge/south-bow-confirms-prairie-connector-demand-targets-mid-2027-project-fid): South Bow has secured 20\-year binding commitments for its Prairie Connector project to move Canadian crude to US delivery points\.
- [Private E\&Ps Lead Early Rebound in Permian Drilling](https://eastdaley.com/crude-oil-edge/private-eps-lead-early-rebound-in-permian-drilling): East Daley Analytics expects private operators to drive most of the gains in US crude oil production in response to higher WTI prices\. Our thesis is seeing early validation in the Permian Basin\., where privates boosted drilling in May\.
- [Producers Bump Up Guidance in Response to Higher Crude Prices](https://eastdaley.com/crude-oil-edge/producers-bump-up-guidance-in-response-to-higher-crude-prices): East Daley’s updated survey of Permian Basin operators points to 3\.3% growth in oil production in 2026, or a gain of ~223 Mb/d\.

## Fundamentally Speaking
- [Kinetik Rides Post\-Earnings Momentum](https://eastdaley.com/media-and-news/kinetik-rides-post-earnings-momentum): Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary\. Rigs: $60 oil prices are dragging rig counts down on several G\&P system in the Permian Basin\. Flows: Volumes averaged 47\.4 Bcf/d for the week of April 28, down 1% from 1Q25\.
- [Wider Propane Spreads Likely to Boost ONEOK](https://eastdaley.com/fundamentally-speaking/wider-propane-spreads-likely-to-boost-oneok): Exec Summary: Market Movers: ONEOK could see upside from wider Conway\-Mont Belvieu propane spreads\. Rigs: $60 oil prices and market volatility continue to affect rig activity in the Permian\. Flows: Volumes averaged 48\.4 Bcf/d for the week of May 5, up 1% from 1Q25 Calendar: EDA provides updated Texas plant volumes 05/27
- [EPD, ET Vulnerable from New NGL Export Restrictions](https://eastdaley.com/fundamentally-speaking/epd-et-vulnerable-from-new-ngl-export-restrictions): Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary\. Rigs: $60 oil prices are dragging rig counts down on several G\&P system in the Permian Basin\. Flows: Volumes averaged 47\.4 Bcf/d for the week of April 28, down 1% from 1Q25\.
- [ONEOK Beefs Up with $940MM Delaware Acquisition](https://eastdaley.com/fundamentally-speaking/oneok-beefs-up-with-940mm-delaware-acquisition): Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary\. Rigs: $60 oil prices are dragging rig counts down on several G\&P system in the Permian Basin\. Flows: Volumes averaged 47\.4 Bcf/d for the week of April 28, down 1% from 1Q25\.
- [$5\.6B EOG\-Encino Deal Shines Spotlight on Northeast](https://eastdaley.com/fundamentally-speaking/5-6b-eog-encino-deal-shines-spotlight-on-northeast): Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary\. Rigs: $60 oil prices are dragging rig counts down on several G\&P system in the Permian Basin\. Flows: Volumes averaged 47\.4 Bcf/d for the week of April 28, down 1% from 1Q25\.

## Case Studies
- [Full Energy Supply Chain Transparency with Energy Path™](https://eastdaley.com/case-studies/full-energy-supply-chain-transparency-with-energy-path)
- [Energy Path™ \- Northeast NGL](https://eastdaley.com/case-studies/energy-path-northeast-ngl): Energy Path enables users to trace the journey of every molecule of oil and natural gas from its origin at the wellhead, through processing and transportation, to final demand points\. With real\-time insight into each molecule’s pathway, Energy Path offers unmatched transparency and operational control across the full natural gas production and delivery chain\.
- [Northeast Natural Gas Supply and Demand](https://eastdaley.com/case-studies/northeast-natural-gas-supply-and-demand): The Northeast is stepping into a commanding role in North America's natural gas landscape\. With surging production, evolving takeaway options, and shifting regional demand, the area is no longer just a supply center — it's becoming a strategic hub for domestic and export flows alike\.
- [Energy Path™ \- Northeast Natural Gas](https://eastdaley.com/case-studies/energy-path-northeast-natural-gas): Energy Path enables users to trace the journey of every molecule of oil and natural gas from its origin at the wellhead, through processing and transportation, to final demand points\. With real\-time insight into each molecule’s pathway, Energy Path offers unmatched transparency and operational control across the full natural gas production and delivery chain\.
- [NGL Northeast Supply and Demand](https://eastdaley.com/case-studies/ngl-northeast-supply-and-demand): The Northeast Basin is emerging as a pivotal force in North America’s natural gas liquids \(NGL\) sector, driven by strong production momentum and rapidly evolving infrastructure\. As the region transitions from a production\-centric role into an integrated NGL market hub, companies operating across the value chain must reassess how they model risk, price volatility, and operational strategy\.

## Daley Note
- [Top Stories Mid\-2026: Back a Frac: Supply Growth Creates Next NGL Bottleneck](https://eastdaley.com/daley-note/top-stories-mid-2026-back-a-frac-supply-growth-creates-next-ngl-bottleneck): Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation\. East Daley Analytics forecasts a need for substantial new fractionation capacity in Mont Belvieu to keep the system in balance\.
- [Top Stories Mid\-2026: How the Iran War is Bearish for US Gas](https://eastdaley.com/daley-note/top-stories-mid2026-how-the-iran-war-is-bearish-for-us-gas-2): The Iran conflict has injected a risk premium into global crude markets, pushing up not only near\-term prices but also contracts on the back end of the futures curve\. While East Daley has long been bullish on natural gas, the reversal in crude oil is likely to bring more associated supply to market and temper our outlook through 2030\.
- [Top Stories Mid\-2026: A Hidden Constraint Limits Permian Gas Growth](https://eastdaley.com/daley-note/top-stories-mid-2026-a-hidden-constraint-limits-permian-gas-growth): Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for meeting robust growth in US natural gas demand\. Yet this buildout misses a critical component to bring new supply to market\. 
- [Winter is the Achilles’ Heel of California’s Renewables Transition](https://eastdaley.com/daley-note/winter-is-the-achilles-heel-of-californias-renewables-transition): California's power markets are moving away from natural gas as growing solar and battery deployment reshape the state's dispatch stack\. While the transition is most visible during the summer months, winter operations reveal a more complex challenge maintaining reliability when renewable generation is less available\.
- [Depleted Cushing Storage is Flashing Red in Crude Markets](https://eastdaley.com/daley-note/depleted-cushing-storage-is-flashing-red-in-crude-markets): Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12\-year low, draining storage to a point where a regional price response may be required\.

## NGL Insider
- [Phillips 66 Quietly Expands Sweeny Fracs, Adding New Capacity to Handle Permian NGL Growth](https://eastdaley.com/ngl-insider/phillips-66-quietly-expands-sweeny-fracs-adding-new-capacity-to-handle-permian-ngl-growth): Phillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much\-needed capacity to handle growth in Permian NGL supply\.
- [Enterprise Tests Limits of Expanded Neches River Terminal](https://eastdaley.com/ngl-insider/enterprise-tests-limits-of-expanded-neches-river-terminal): Less than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal\.
- [Antero’s Growth Story Gets Drier](https://eastdaley.com/ngl-insider/anteros-growth-story-gets-drier): Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than a decade on its dedicated acreage, connected during 2Q26\.
- [Ethane Shipping Capacity Removes a Key Constraint on Export Growth](https://eastdaley.com/ngl-insider/ethane-shipping-capacity-removes-a-key-constraint-on-export-growth): The global fleet of ethane\-capable vessels is set to nearly double by the end of 2028, according to East Daley research\.
- [Neches River's Propane Ramp Tightens US LPG Balance](https://eastdaley.com/ngl-insider/neches-rivers-propane-ramp-tightens-us-lpg-balance): Enterprise Products’ Neches River Terminal Phase 2 expansion is rapidly reshaping the US propane market balance\.

## Burner Tip Posts
- [EDA Lowers Gas Forecast on Iran War, Higher Oil Prices](https://eastdaley.com/the-burner-tip/eda-lowers-gas-forecast-on-iran-war-higher-oil-prices): East Daley Analytics has lowered our natural gas price forecast due to the ripple effects of the Iran conflict\.
- [Golden Pass Starts LNG Production, Shifting Gas Flows in the Haynesville](https://eastdaley.com/the-burner-tip/golden-pass-starts-lng-production-shifting-gas-flows-in-the-haynesville): Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart in\.\.\.
- [Coal Plant Conversions Support Gas Demand Growth](https://eastdaley.com/the-burner-tip/coal-plant-conversions-support-gas-demand-growth): Despite vocal support from President Trump, the coal industry faces a bleak future as\.\.\.
- [Double E Expansion Targets Missing Link in Permian Growth Story](https://eastdaley.com/the-burner-tip/double-e-expansion-targets-missing-link-in-permian-growth-story): Summit Midstream \(SMC\) aims to fill this breach with a\.\.\.
- [At the Crossroads: Big Expansion Planned for Little Midwest Pipe](https://eastdaley.com/the-burner-tip/at-the-crossroads-big-expansion-planned-for-little-midwest-pipe): Crossroads is a 300 MMcf/d pipeline owned and operated by TC Energy \(TRP\) that spans just over 200 miles from northwest\.\.\.

## Test Posts
- [Post 3](https://eastdaley.com/test-posting/post-3)
- [Post 2](https://eastdaley.com/test-posting/post-2)
- [Post 1](https://eastdaley.com/test-posting/post-1)

## Webinars
- [Monthly Production Stream: April](https://eastdaley.com/webinars/monthly-production-stream-april): What will producers do with a 2027 WTI strip over $70 per barrel? How does bullish oil impact the natural gas and NGLS landscape?  
- [Monthly Production Stream: May](https://eastdaley.com/webinars/monthly-production-stream-may): Midstream valuations are changing \- utilization is high, capacity comes at a  premium\.  A rerate is in the works\.  
- [Monthly Production Stream: June](https://eastdaley.com/webinars/monthly-production-stream-june): Half way through the year and the market has changed\.  The only constant is volatility, which is what we predicted at the beginning of the year\.  Peek inside this webinar for our outlook for the second half of 2026\.  
- [Monthly Production Stream: March](https://eastdaley.com/webinars/monthly-production-stream-march): A story so crude it couldn’t wait\. The market shifted fast, so we pulled this webinar forward\. See what’s driving the crude bull case and who wins next\.
- [Monthly Production Stream: February](https://eastdaley.com/webinars/monthly-production-stream-february): One third of US hydrocarbons now clear global markets\. In the January Monthly Production Stream, East Daley Analytics breaks down the 2026 outlook for natural gas, LNG exports, crude oil, and NGL production, highlighting infrastructure constraints, global volatility, and shifting capital strategies shaping US energy markets\.

## Events
- [Annual Energy Infrastructure CEO \& Investor Conference](https://eastdaley.com/event/annual-energy-infrastructure-ceo-investor-conference)
- [Ohio Gas Association: 2026 Technical Seminar \& Affiliate Display](https://eastdaley.com/event/ohio-gas-association-2026-technical-seminar-affiliate-display)
- [Monthly Production Webinar 2025 \- May](https://eastdaley.com/event/monthly-production-webinar-2025-may)
- [East Daley Monthly Production Stream](https://eastdaley.com/event/east-daley-monthly-production-stream)
- [EIC Investor Conference](https://eastdaley.com/event/eic-investor-conference)

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