East Daley Analytics – Dissecting the Energy Value Chain
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Posts about Permian (2)

13 Mar

The Houston–Midland Spread is Ready to Blow

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The crude oil price spread from Midland to the Magellan East Houston (MEH) market is primed to significantly widen later in 2024 and 2025, according ...
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27 Feb

Who Wants a Piece of WES? OXY Could Sell Western Midstream Stake

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Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case previously ...
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20 Feb

Is Matador Ready for a Bull Run?

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Judging by midstream data, East Daley Analytics expects Matador Resources (MTDR) to report robust gas production growth Q-o-Q in its upcoming 4Q23 ...
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7 Feb

A New NGL Contender Enters the Ring

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MPLX is positioning to join a small group of companies that own all parts of the NGL value chain linking Permian Basin supply growth to international ...
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2 Feb

Permian Production Exits 2023 at a Record High

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Crude oil production from the Permian Basin exited 2023 at an all-time high of 6,115 Mb/d, according to East Daley Analytics’ forecast, punctuating a ...
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30 Jan

Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer

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Sunoco LP (SUN) is acquiring NuStar (NS) in an all-stock deal worth $7.3B. The transaction will impact earnings and, potentially, future options for ...
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24 Jan

Permian Shrink Continues with $4.5B APA-Callon Deal

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APA Corp. (APA) will acquire Callon Petroleum (CPE) for $4.5B. The deal is likely to result in rig cuts, continuing the consolidation trend underway ...
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23 Jan

Winter Storm Bites into Gas Production, Storage

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A mid-January Arctic blast put a serious dent in Lower 48 natural gas production last week and sent spot prices soaring. While gas futures have ...
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13 Dec

New Meters Point to Start of Permian Highway Expansion

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Several new downstream pipeline meters have started service in South Texas tied to the Permian Highway Pipeline (PHP), suggesting a planned expansion ...
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12 Dec

Sometimes the Best Defense is a Good Offense

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Leading NGL competitors are taking an aggressive tack to protect market share, proposing to build significantly more pipeline capacity out of the ...
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