Oil Spike Boosts Some Producers More Than Others
Hedge structure, not just spot price, will determine which producers can capture upside from the surge in oil prices.
Vaquero Project Nears Completion in Latest Delaware Midstream Expansion
Vaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned by TC Energy that spans just over 200 miles from northwest Ohio to…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
What LNG Glut? Qatari Outage Puts US Projects in the Driver’s Seat
Analyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…
How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for Williams
The industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…
Lake Charles NGLs? ET Keeps Options Open for Defunct Export Project
Energy Transfer has abandoned an LNG export project at its Lake Charles facility, but hasn’t thrown in the towel on…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…