East Daley Analytics – Dissecting the Energy Value Chain

Posts about Permian (9)

Wet and Wild: DeLa Express Brings NGLs to Doorstep of Gulf Coast Fracs

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Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron Parish, LA ...
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What Comes After Matterhorn? Battle Heats Up to Build Next Permian Pipe

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Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.
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A Dark Horse for NGL Upside in 2024

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The Permian Basin will drive new NGL supply growth in 2024, as East Daley Analytics highlighted in our recent 1Q24 NGL webinar. Yet it may come as a ...
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Kinetik Starts a Different Sort of Border Conflict

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Kinetik (KNTK) has started service on a new pipeline that extends the company’s West Texas G&P system into New Mexico, posing new competition for ...
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2024 is a Mullet Year in the Permian Basin

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Business in the front, party in the back – that’s how East Daley Analytics expects 2024 to unfold in the Permian Basin when new natural gas ...
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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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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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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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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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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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