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Monthly Production Stream: September
Webinar Overview: US LNG Demand is Coming, Can Crude and LNG Markets Keep Pace?
Rising U.S. LNG feedgas demand has the potential to float all boats—but only if crude oil and NGL markets can support the growth.
Reaching nearly 26 Bcf/d of LNG feedgas demand by the end of 2027 will require producers to drill aggressively across the Permian, Haynesville and Northeast. In the Permian especially, that growth depends on steadier crude prices—giving producers the confidence to commit capital, subscribe to new pipeline capacity and fill the infrastructure midstream companies must build.
- What crude price environment will support sustained drilling and pipeline investment?
- Could Permian crude constraints limit associated gas production?
- Where could NGL processing, takeaway and export bottlenecks emerge?
- Which companies are best positioned to capitalize?
LNG demand may be the rising tide—but crude and NGL markets will determine whether all boats can rise with it.
Watch the Breakdown
The market moves quickly. Stream the full September 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 Marketing 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.
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