East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Dirty Little Secrets

27 Dec

Best of 2023: (Please Don’t) Drill Baby Drill

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Best of 2023: The Daley Note: January 27, 2023. Natural gas futures have fallen hard, breaking below $3/MMBtu for the balance of winter. While a ...
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7 Dec

OXY-CrownRock Tie-up a Bad Omen for Permian Rigs

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Active rigs in the Permian Basin have declined by 69 rigs (-19%) so far in 2023, mostly as a result of rig reductions following mergers and ...
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5 Dec

Midstream is Ripe for More M&A

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Midstream is seeing robust M&A activity, a trend East Daley Analytics expects to continue in 2024. In this year’s annual Dirty Little ...
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27 Nov

Only a Matter of Time for Targa

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The Daley Note: November 27, 2023
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14 Nov

Who Will Handle Growth from the Exxon-Pioneer Giant?

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The Daley Note: November 14, 2023
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1 Nov

Mach IPO Highlights Tier 2 Potential

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November 1, 2023
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26 Jan

(Please Don’t) Drill Baby Drill

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The Daley Note: January 27, 2023
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6 Dec

Dirty Little Secrets Preview: Who Gives a Frac?

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The Daley Note: December 5, 2022
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28 Nov

Dirty Little Secrets Preview: Sky's the Limit for LNG Exports

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The Daley Note: November 28, 2022
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14 Nov

DLS Preview: The Bottom is in for Crude Transport Rates

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The Daley Note: November 14, 2022
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Just Chill: Cooldown Cargo Advances Next LNG Project

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