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Monthly Production Stream: May
The value of U.S. midstream infrastructure is changing.
In natural gas, supply is mismatched with demand on a regional basis. Building infrastructure to get to one area of the country from another is an incomplete puzzle with the potential for 32 Bcf/d of buildout over the next five years.
In domestic crude oil markets, capacity is limited to get crude to the export dock. Learn about the capacity crunch on the Gulf Coast and what midstream companies are doing about it. In NGL markets. fractionation in the Permian remains a problem searching for an answer.
Global energy security and safe haven assets are suddenly scarce. However, private equity, publicly traded energy companies, and foreign investment have found an alternative: U.S. energy midstream.
Capital is moving back into midstream
Recent transactions suggest rising competition for U.S. infrastructure assets, including interest from global capital. Valuation multiples are moving higher as a result.
Watch the Breakdown
The market moved fast. See how the system is responding.
Stream the full May Production Stream for a clear view of how crude, gas, and NGL markets are shifting and where risk and value are forming 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
Jack Weixel
Senior Director
Jaxson Fryer
Lead Capital Intelligence Analyst
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.
