East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
top-left-bg-img-3

antero_midstream

 

What makes East Daley’s Capital Intelligence Data for Antero so unique?

0
Assets
0
Asset Types
0
Commodities
0
Basin

East Daley Analytics Preview and Review Report

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

 

Antero Midstream on Energy Data Studio

The Energy Data Studio platform’s interactive dashboard allows users to easily navigate weekly, monthly, and quarterly updates to individual producers, midstream assets, and midstream company financials, providing flexibility for working with data. It is available through data downloads from the visual interface, in Excel files, or as direct data delivered into subscribers’ workflow via secure file transfer.

 

oke mmp intro slide-1

ANTERO COULD TURN AROUND CRESTWOOD SYSTEM

Crestwood Equity Partners (CEQP) sold its southwest Marcellus gathering and compression assets to Antero Midstream (AM) for $205 million last week. With natural gas prices above $9, we see an opportunity for AM to turn around the flagging system.

The deal represents a 7x 2023 EBITDA multiple, according to a Sept. 12 CEQP release. The system in Harrison County, WV is located in a dry area of the Marcellus with a gathering capacity of 875 MMcf/d. Volumes averaged 227 MMcf/d in 2021 under a fixed-fee contract with AM parent Antero Resources (AR), with 10 years remaining.

Read Full Article
Screenshot 2023-03-31 144305

The Daley Note

Midstream Insights Delivered Daily

Subscribe
Plaquemines LNG Ramp Drives Southeast Volatility

East Daley forecasts the Southeast will be short natural gas in 2026 and ’27 owing to more than 3 Bcf/d of demand pressure from Plaquemines...

EPD Refused License to Export Ethane. What is the Risk to...

Restrictions on US ethane exports to China have come to a head for the energy sector. The Department of Commerce’s Bureau of Industry and...

EOG Puts Northeast in Spotlight with $5.6B Encino Deal

On May 30, EOG Resources (EOG) announced a $5.6B deal to acquire Encino Acquisition Partners, adding momentum to a recent surge in...

Kinetik Rides Post-Earnings Momentum

Shares of Kinetik Holdings (KNTK) have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary. East Daley is...

Natural Gas Weekly

Updates

Subscribe

Dirty Little Secrets

Annual Market Report

Download
Dirty Little Secrets banner
bottom-right-bg1