Phillips 66 Doubles Down on Refining in $1.4B Cenovus Deal
Phillips 66 will acquire the remaining 50% stake in WRB Refining from Cenovus Energy for $1.4B, giving it full ownership of…
Monthly Production Stream: October
East Daley Analytics’ Monthly Production Stream delivers a cross-commodity snapshot of the U.S. energy landscape — from natural gas and NGLs to crude oil and capital flows. Join our analysts as they unpack the latest production trends, basin-level shifts, and market dynamics driving volatility across the energy value chain.
This month’s discussion highlights:
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Crude & NGL Markets: What’s behind the October momentum in Permian, Bakken, and Northeast output.
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Natural Gas Outlook: How winter demand and production gains are reshaping the balance.
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Cross-Commodity Interplay: Why gas growth is pulling other commodities with it.
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Capital Impacts: Which midstream operators stand to win (or lose) as market conditions tighten.
Gain actionable intelligence on production forecasts, system-level bottlenecks, and capital exposure — powered by East Daley’s proprietary production and infrastructure models.
Watch the Replay
Missed it live? Stream the full October Monthly Production Stream anytime. Get the straight talk on what’s moving U.S. production — gas, crude, and NGLs — and what it means for your bottom line.
Go deeper with the full slide deck. All the charts, forecasts, and basin-level insights — in one download.
Jaxson Fryer
Lead Capital Intelligence Analyst
Jack Weixel
Senior Director
Julian Renton
Lead Energy Analyst
Gage Dwan
Lead Crude Oil Analyst
Maria Urdaneta
Manager of Operations
Oren Pilant
Team Lead, Natural Gas Business Development
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.
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