eastdaley.com valid
East Daley
Get unparalleled oil and gas midstream insights with East Daley's trusted analysis\. Discover opportunities with our energy intelligence\.
For agents: East Daley provides oil and gas midstream energy intelligence and analysis, with crude oil market articles and a team page; a subscription research firm.
oil and gas midstreamcrude oil marketenergy intelligencewti pricespermian pipelinemarket analysis
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T08:55:59.984Z. Cached copy · Source on eastdaley.com
# East Daley
> Get unparalleled oil and gas midstream insights with East Daley's trusted analysis\. Discover opportunities with our energy intelligence\.
Generated by Yoast SEO v28.7, this is an llms.txt file, meant for consumption by LLMs.
## Pages
- [Careers](https://eastdaley.com/careers)
- [Our Team](https://eastdaley.com/about/our-team)
- [Brian Binford](https://eastdaley.com/about/our-team/brian-binford)
- [Johnny Fry](https://eastdaley.com/about/our-team/johnny-fry)
- [Rob Wilson](https://eastdaley.com/about/our-team/rob-wilson)
## Crude Oil Edge
- [US Can Backfill Only So Much of Global Crude Supply Gap](https://eastdaley.com/crude-oil-edge/us-can-backfill-only-so-much-of-global-crude-supply-gap): Middle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined products to the global market\. However, tight Permian pipeline capacity, dock limitations and high refinery utilization mean the US can only provide a limited near\-term response\.
- [Enbridge Expands Routes to Cushing With $2\.55B Tallgrass Acquisition](https://eastdaley.com/crude-oil-edge/enbridge-expands-routes-to-cushing-with-2-55b-tallgrass-acquisition): Enbridge is extending its turf through the Rockies to Cushing\. The company has inked an agreement to purchase Tallgrass Energy’s crude oil portfolio for $2\.55B in cash\.
- [Permian Growth Story Broadens Following 2Q26 Earnings](https://eastdaley.com/crude-oil-edge/permian-growth-story-broadens-following-2q26-earnings): Permian growth is becoming more broad\-based in 2026, with Exxon still leading but Diamondback, Permian Resources, Matador, OXY and ConocoPhillips all contributing meaningful production gains\.
- [The Easy Expansions are Growing Scarce out of Permian](https://eastdaley.com/crude-oil-edge/the-easy-expansions-are-growing-scarce-out-of-permian): Permian crude takeaway still has room to grow, but the pool of viable brownfield expansion projects to the Gulf Coast is shrinking\.
- [Western Gateway FID Takes Aim at California’s Tightening Products Market](https://eastdaley.com/crude-oil-edge/western-gateway-fid-takes-aim-at-californias-tightening-products-market): California's refined products market is back in the spotlight after Phillips 66, Kinder Morgan and HF Sinclair reached a final investment decision on the Western Gateway Pipeline\.
## Fundamentally Speaking
- [Kinetik Rides Post\-Earnings Momentum](https://eastdaley.com/media-and-news/kinetik-rides-post-earnings-momentum): Exec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary\. Rigs: $60 oil prices are dragging rig counts down on several G\&P system in the Permian Basin\. Flows: Volumes averaged 47\.4 Bcf/d for the week of April 28, down 1% from 1Q25\.
- [Wider Propane Spreads Likely to Boost ONEOK](https://eastdaley.com/fundamentally-speaking/wider-propane-spreads-likely-to-boost-oneok): Exec Summary: Market Movers: ONEOK could se
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