East Daley Analytics – Dissecting the Energy Value Chain

East Daley Analytics

Trans Mountain Considers More Expansions to Ramp Canada’s Exports

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Executive Summary: Infrastructure: Canada’s Trans Mountain Pipeline is weighing more expansions to boost crude exports from the Pacific coast. ...
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A Day Late and a Dollar Short? Supreme Court Gives Life to Uinta Rail Project

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Executive Summary: Infrastructure: The US Supreme Court has put a Uinta Basin railway project back on the table for oil producers. Rigs: The US rig ...
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2025 Permian Outlook: Measured Growth Ahead

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Executive Summary: Rigs: The total US rig count decreased by 12 during the week of May 11 to 531. Infrastructure: The Permian Basin continues to show ...
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Ready for an SPR Refill? Budget Request Falls Short of Rhetoric

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Executive Summary: Rigs: The total US rig count decreased by 2 during the week of May 4 to 446. Infrastructure: The Trump administration is talking a ...
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Bakken Shippers Make Early Exit from Double H

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Executive Summary: Rigs: The total US rig count decreased by 11 during the week of April 27 to 548. Infrastructure: Kinder Morgan (KMI) is still ...
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Permian Growth Creates Dock Upside in ‘25

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Executive Summary: Rigs: The total US rig count decreased by 6 during the week of April 13 to 571. Infrastructure: Supply growth from the Permian ...
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Bigfoot in the Permian: ET Levers M&A to Dominate Crude Distribution

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Executive Summary: Rigs: The total US rig count increased by 6 during the week of April 6 to 577. Infrastructure: Energy Transfer (ET) has built one ...
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Keystone Spill Muddies South Bow Outlook

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Executive Summary: Rigs: The total US rig count increased by 2 during the week of March 30 to 573. Infrastructure: Keystone Pipeline suffered another ...
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Tariffs, OPEC+ Decision Rattle Oil Markets

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Executive Summary: Rigs: The total US rig count increased by 5 during the week of March 23 to 564. Infrastructure: WTI futures have slipped below ...
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1Q25 Fundamentals Drag on Permian Growth Plans

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Executive Summary: Rigs: The total US rig count decreased by 5 during the week of March 16 to 549. Infrastructure: While producers in the Permian ...
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