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Monthly Production Stream: December

East Daley Analytics’ Monthly Production Stream delivers a cross-commodity snapshot of the U.S. energy landscape, from natural gas and LNG to crude oil, NGLs, and midstream infrastructure. Each month, our analysts connect production data, basin dynamics, and capital movement to explain what is changing now and what it means heading into 2026.

This month’s discussion highlights:

• Production into Year End: How U.S. crude, natural gas, and NGL production closed out 2025, which basins are still driving growth, and where momentum is starting to slow.
• Haynesville as the Marginal Molecule: Why Haynesville rig counts are now the key swing factor for U.S. gas prices, and how drilling below maintenance levels creates structural supply deficits.
• LNG Driven Demand Growth: What the next wave of LNG FIDs means for feed gas demand in 2026, and why LNG continues to outweigh near-term power and data center growth.
• Price and Storage Risk: How tightening balances translate into gas price volatility, storage deficits, and upside price risk heading into early 2026.
• Midstream Strategy Shifts: Key NGL and gas infrastructure moves, including pipeline conversions, asset optimization, and competing wellhead to water strategies across the Permian.
• Crude Infrastructure Divergence: Why Permian crude takeaway growth is slowing while Canadian infrastructure accelerates, and what that means for flows into 2026.

Gain actionable intelligence on production forecasts, basin level constraints, infrastructure risk, and capital exposure, powered by East Daley Analytics’ proprietary production and midstream models.