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Monthly Production Stream: February

Growth does not fail because of geology. It fails because of limits.

East Daley Analytics’ February Monthly Production Stream examines where U.S. energy growth is colliding with real world constraints across production, storage, infrastructure, and capital allocation.

As we pressure test our 2026 outlook, this session focuses on what the system can handle and what it cannot.

This month’s discussion highlights:

The Forgotten S in Gas
Demand is rising. Storage is not. Gulf Coast LNG growth is outpacing storage buildout, tightening operational flexibility and increasing price volatility risk into 2030.

Power Is the New Midstream Battleground
Williams is deploying 7B into generation assets to monetize data center demand. Vertical integration is shifting from pipe ownership to load ownership.

Waha Pressure and Marketing Compression
New egress in 2027 may relieve producers, but it compresses marketing margins for midstream players exposed to basis spreads.

Permian Growth With Guardrails
Crude production is rising, but scale is consolidating with supermajors. Capital discipline and price volatility are capping basin wide acceleration.

Venezuelan Crude and Heavy Barrel Risk
Renewed imports threaten Canadian heavy crude displacement on the Gulf Coast. Execution risk remains, but the competitive pressure is real.

If you are modeling upside without modeling constraints, you are not modeling the market.

Gain actionable intelligence on basin level production, infrastructure capacity, capital positioning, and system bottlenecks powered by East Daley Analytics’ proprietary upstream and midstream models.