East Daley Analytics – Dissecting the Energy Value Chain
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100

Assets

10

Asset Types

6 Commodities

11

Basins

East Daley Analytics Preview and Review Report

East Daley regularly updates Midstream Company Financials. Clients get access to Preview and Review Reports and Models on each company. This is an example of a previous report on Antero Midstream.

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Shock to the System: Sub-$2 Gas on the Horizon

Sub-$2.00 natural gas prices are now clearly in view, and there may not be a lot the market can do to prevent them.

Natural gas prices have already fallen by 65% this winter. The March front-month Henry Hub contract is trading below $2.50/MMBtu as of Monday (Feb. 6), and futures are under $3.00 through the first half of 2023.

But the price cuts aren’t deep enough, according to East Daley’s latest Macro Supply and Demand Forecast. We see the need for a “shock to the system” to slow production growth. Even with lower gas-directed drilling and lingering constraints on Permian pipeline takeaway, it may take a price shock to force producers to choke back wells and defer completions.

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The Daley Note

Midstream Insights Delivered Daily

The Daley Note: September 26, 2023

LPG exports are up 5% YTD in 2023 vs 2022, and midstream companies anticipate more demand from new...

The Daley Note: September 21, 2023

Consolidation continues in the Permian Basin as producers look to add reserves in the industry’s hottest...

The Daley Note: September 20, 2023

Mountain Valley Pipeline (MVP) has filed with regulators to increase maximum tariff rates by 80% or...

The Daley Note: September 19, 2023

The Trans Mountain Pipeline expansion (TMX) faces the prospects of more delays to finish construction,...

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