East Daley Analytics – Dissecting the Energy Value Chain
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East Daley Analytics

9 Oct

South Bow Debuts for Pipeline Investors

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Executive Summary: Rigs: The total rig count decreased by 2 for the September 22 week, down to 565 from 567. Infrastructure: South Bow Corp. (SOBO) ...
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2 Oct

Diamondback, Kinetik Take 30% Stake in EPIC Crude

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Executive Summary: Rigs: The total US rig count decreased by 2 W-o-W for the September 15 week, down to 564 from 566. Infrastructure: Diamondback ...
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25 Sep

Gas Pipes are Green Light for Permian Growth

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Executive Summary: Rigs: The total rig count decreased by 4 for the September 8 week, down to 561 from 565. Infrastructure: The Permian Basin will ...
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18 Sep

CVX Starts Deepwater Anchor Project, Lifting Oil Supply for Several Pipes

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Executive Summary: Rigs: The US rig count decreased by 12 for the September 1 week, down to 556 from 568. Infrastructure: Chevron (CVX) has started ...
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11 Sep

Matterhorn Leads 4Q Permian Production Higher

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Executive Summary: Rigs: The total rig count decreased by 2 for the August 25 week, down to 566 from 568. Infrastructure: Permian Basin oil ...
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28 Aug

LOOP is Fenced Out of Export Growth

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Executive Summary: Rigs: The US rig count decreased by 12 for the August 11 week, down to 544 from 556. Infrastructure: LOOP has missed out on growth ...
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21 Aug

Canadian Rail Strike May Slow Heavy Crude Imports

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Executive Summary: Rigs: The US rig count decreased by 9 for the August 4 week, down to 559 from 568. Infrastructure: A rail strike in Canada could ...
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14 Aug

Pipelines Fight for the Incremental Bakken Barrel

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Executive Summary: Rigs: The US total rig count decreased by 2 for the July 28 week, down to 557 from 559. Infrastructure: As Bakken oil production ...
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7 Aug

Capline Adjusts to a New Market Reality

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Executive Summary: Rigs: The US total rig count increased by 1 rig for the July 21 week, up to 560 from 559. Infrastructure: Faced with a loss of ...
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31 Jul

Double H Conversion Shakes Up Bakken NGL Market

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Executive Summary: Rigs: The US total rig count decreased by 8 rigs for the July 14 week, down to 539 from 547. Infrastructure: Kinder Morgan’s (KMI) ...
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Recent Posts

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South Bow Debuts for Pipeline Investors

October 9, 2024

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Diamondback, Kinetik Take 30% Stake in EPIC Crude

October 2, 2024

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Gas Pipes are Green Light for Permian Growth

September 25, 2024

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CVX Starts Deepwater Anchor Project, Lifting Oil Supply for Several Pipes

September 18, 2024