Ship Construction Boom Breaks Constraint on Ethane Exports
The global fleet of ethane-capable vessels is set to nearly double by the end of 2028, according to East Daley…
Monthly Production Stream: July
Webinar Overview: Reading the Signals and Staying Ahead of the Curve
Volatility is defining today’s energy markets, and East Daley’s July webinar will help you make sense of what’s next.
Prices are the signal producers can’t ignore. Natural gas prices remain under pressure while crude oil markets continue to react to geopolitical tensions in the Middle East. When realized prices compress, producers respond: deferring completions, high-grading acreage, and re-underwriting economics in real time. The question isn’t whether producers are adapting, it’s how fast, and where the next pressure point emerges.
Infrastructure is the other half of the equation. In the NGL market, rising Waha gas prices, driven by new pipeline capacity, are eroding the cost advantage that’s long favored ethane rejection. In the Permian, the math is even more binding: how much longer can oil and associated gas production keep growing as crude takeaway capacity tightens? Infrastructure doesn’t just move barrels. It sets the ceiling on what producers can economically bring to market.
And none of this happens in isolation. Gas, crude, and NGLs are structurally linked through associated production, processing economics, and shared basin infrastructure. A shift in one commodity’s price or takeaway capacity ripples through the others, which means forecasting any single molecule in a vacuum gets you the wrong answer.
Watch the Breakdown
The market moves quickly. Stream the full July Production Stream for a clear view of how crude, gas, and NGL markets are shifting and where risk and value are forming for the balance of 2026 and beyond.
Go deeper with the full slide deck. All the charts, forecasts, and basin-level insights in one download.
Chris Noonan
Chief Revenue Officer
Jack Weixel
Senior Director
Maria Paz Urdaneta
Head of Upstream
Keland Rumsey
Lead Energy Analyst
Who Is East Daley?
At East Daley Analytics, we provide the most comprehensive and actionable insights into the energy sector. With a focus on midstream and upstream energy markets, our team delivers unmatched expertise through data-driven analysis, reports, and innovative solutions. Our webinars are designed to offer industry professionals the latest trends, market dynamics, and key insights to help them make informed decisions in a rapidly evolving energy landscape. With our commitment to transparency and accuracy, East Daley helps you navigate complex energy markets with confidence.
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Our Methodology
Granular Asset-Level Data
Deep, detailed tracking of energy assets across the midstream and upstream sectors for accurate and specific market insights.
Market Supply and Demand Forecasting
Projections based on real-time data and historical trends to provide accurate future outlooks.
Commodity Flow Analysis
Detailed analysis of commodity flows to identify market shifts and critical supply chain bottlenecks.
Earnings Model Integration
Incorporating company-level earnings with market data to create a full picture of financial performance in the sector.
Scenario Modeling
Using scenario-based analysis to test potential outcomes for market developments, helping clients assess risk and make strategic decisions.
Real-Time Market Monitoring
Ongoing monitoring of key indicators and market changes to ensure clients receive timely, relevant updates.
The Daley Note
Daily insights that lead.
