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Monthly Production Stream: January

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 in 2026.

This month’s discussion highlights:

US Energy Goes Global
One third of US hydrocarbons now clear global markets when refined products are included. As exports grow, global volatility and geopolitics are increasingly embedded directly into US basins.

Gas as the Growth Engine
Natural gas is carrying the growth outlook through 2030, driven by LNG feedgas demand and data center power burn. Structural demand is rising faster than supply response, creating tighter balances and price risk.

Crude Growth Stalls
Crude prices no longer incentivize volume growth. Consolidation, inventory management, and capital discipline continue to shift operator priorities away from production growth toward free cash flow.

NGL Constraints Matter
NGL production continues to grow alongside gas, but barrels only matter if they reach the export dock. Fractionation capacity and export flexibility are emerging as key leverage points through 2026.

Capital Strategies Shift
As markets globalize, companies are focusing on what they can control. Regional scale, infrastructure positioning, and asset optimization are increasingly determining winners and losers across commodities.

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