Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…
Monthly Production Stream: March
Growth does not wait for timing.
Right now neither does this market.
East Daley Analytics’ latest production stream was pulled forward because the setup changed in real time.
What started as a stable outlook just weeks ago has already reset.
Prices are moving.
Producers are reacting.
Constraints are forming across crude, gas, and LPG.
This is not a slow build.
This is happening now.
This month’s discussion highlights:
The Crude Bull Case Is Real
A rapid move in the forward curve is already shifting producer behavior and capital decisions.
Who Actually Wins
Not all operators benefit equally. Positioning, hedging, and infrastructure access will decide upside.
Repricing Across Benchmarks
WTI, Brent, and WCS are resetting in real time as supply, quality, and logistics tighten.
Infrastructure Tightening Fast
What looked like available capacity is quickly becoming constrained across key crude and LPG routes.
Gas and NGL Implications
A bullish crude setup is already creating downstream pressure across gas markets and export flows.
Watch the Breakdown
The market moved fast. Now see what changed. Stream the full March Production Stream and get a clear view of what is reshaping U.S. crude, gas, and NGL markets and how global exposure is shifting risk into 2026.
Go deeper with the full slide deck. All the charts, forecasts, and basin-level insights in one download.
Chris Noonan
Chief Revenue Officer
Robert Wilson
Chief Operating Officer
Jack Weixel
Senior Director
Jaxson Fryer
Lead Capital Intelligence Analyst
Julian Renton
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.
