The Daley Note

Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?

Posted by: Gage Dwan

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WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty. Investors face twin pressures ...

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11 Apr

Competition Heats Up for Committed DJ Barrels

Posted by: Kristy Oleszek

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Oil production in the Denver-Julesburg Basin is slowing, which means competition has intensified for committed barrels. The four main transmission ...

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10 Apr

Tokyo Gas Double-Dips on Haynesville M&A Ahead of Supply Boom

Posted by: Alex Gafford

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Tokyo Gas subsidiary TG Natural Resources (TGNR) has acquired a 70% stake in Chevron U.S.A.’s (CVX) East Texas gas assets for $75MM in cash and ...

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9 Apr

Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring

Posted by: James Taylor

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Negative natural gas prices have returned to the Permian Basin, despite the start of Matterhorn Express Pipeline just six months ago. Maintenance and ...

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8 Apr

Permian Growth in ‘25 Fuels Upside for Export Docks

Posted by: Kristy Oleszek

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Supply growth from the Permian Basin will bring more barrels to Gulf Coast terminals this year – and also increase pipeline congestion. In the latest ...

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4 Apr

Got Tariff Anxiety? Look to Last Trade War for Clues

Posted by: Rob Wilson

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The Trump administration announced sweeping new tariffs on US imports late Wednesday (April 2), including a 10% tariff on imported goods plus ...

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3 Apr

Haynesville Rebound Starts with a Few Small Steps

Posted by: Oren Pilant

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Flows out of the Haynesville indicate that production has started to grow again, but we still have a ways to go to balance the market. In the Macro ...

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2 Apr

Harmon Creek Project Lifts Northeast Ethane for Mystery Market

Posted by: Julian Renton

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East Daley Analytics is monitoring several infrastructure expansions in the Northeast that will increase regional ethane production. One of these, ...

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1 Apr