East Daley Analytics – Dissecting the Energy Value Chain

Dirty Little Secrets

Dirty Little Secrets is East Daley’s annual market report summarizing trends we expect to shape the U.S. midstream energy sector during the year ahead. We publish the report each December, highlighting our analysis of macro themes that give subscribers an edge in the energy market. We also hold a webinar with our analysts that cover the details of the annual report.

DOWNLOAD DIRTY LITTLE SECRETS 2023

Is Midstream on the cusp of another infrastructure wave? East Daley will explore the potential in our annual Dirty Little Secrets market report in early December with a webinar to follow. 

The Russia-Ukraine conflict has pushed commodity prices higher and spurred greater global demand for US energy products. Meanwhile, more disciplined growth from the upstream has infrastructure finally filling up across commodities. Will exports power the next infrastructure boom?

Dirty Little Secrets is East Daley’s annual report on energy markets and the road ahead for Midstream. We share our macroeconomic outlooks for US oil, natural gas and NGLs, highlight key infrastructure opportunities, update on the state of the Energy Transition, and share our view on Midstream’s future role in energy.

View the Dirty Little Secrets 2023 webinar below.

 

The Dirty Little Secrets 2023 Report is available now. The webinar will follow on Wednesday, December 14 at 10:30 AM MT. Register for the Webinar HERE

 

Dirty Little Secrets 2023 Webinar

Wednesday, December 14 at 10:30 AM MT

Key highlights from Dirty Little Secrets 2022

  • Share our macroeconomic outlooks for U.S. Oil, Natural Gas, and NGLs.
  • Review producer discipline scenarios and its implications on midstream.
  • Highlight key infrastructure opportunities across Oil, Natural Gas, and NGLs.
  • Assess the Energy Transition opportunity and its investment potential.

In Dirty Little Secrets 2022: Midstream’s Role in the Future of Energy, we share our macroeconomic outlooks for U.S. Oil, Natural Gas, and NGLs, review producer discipline scenario implications on midstream, highlight key infrastructure opportunities, as well as assess the Energy Transition opportunity and its investment potential.

Over the next few years, Midstream is in a unique position where it can invest in incremental growth projects, increase shareholder returns, reduce debt, invest in energy transition, and decrease its own emissions. DLS 2022 expands on that theme and more.

Contact us below to request an overview of our 2022 DLS report, or to inquire about access to our forthcoming Dirty Little Secrets 2023.