Dirty Little Secrets 2020 – Molecules To Money: Asset-Level Roce
East Daley Capital The market is underestimating production growth. East Daley’s 2020 U.S. production forecast calls for annual average crude production to hit 13.0 MMb/d (up 0.8 MMb/d Y-o-Y), natural gas to average 98.3 Bcf/d (up 6 Bcf/d Y-o-Y), and NGL supply from processing plants to average 5.4 MMb/d (up 0.5 MMb/d Y-o-Y). The Permian Basin will lead the charge