East Daley Analytics – Dissecting the Energy Value Chain






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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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ENLINK 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.

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EnLink Adds Tall Oak System to Meet STACK Growth

EnLink Midstream (ENLC) has added G&P assets in central Oklahoma to manage supply growth in the Anadarko Basin. ENLC did not disclose the counterparty on in its 4Q22 earnings call, but East Daley has identified the seller as Tall Oak Midstream.

In September 2022, East Daley flagged a looming infrastructure constraint on ENLC’s Central Oklahoma (COK) system, as result of increased rig activity in the STACK that we allocate to the COK system. We highlighted the need for additional gas processing capacity after ENLC had previously relocated its Thunderbird and Battle Ridge facilities to the Midland Basin.


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The Daley Note

Midstream Insights Delivered Daily

Hurricane Beryl barreled ashore early Monday morning (July 8) south of Houston, causing widespread power outages and moderate flooding in...

A federal judge has struck down the Department of Energy’s ‘pause’ on new LNG project export licenses, scoring a big legal win for industry...

A run of record natural gas volumes has come to an end for midstream companies, falling victim to low prices and production cuts in 2Q24....

The US Supreme Court has agreed to review a case over permitting of a proposed railroad project road out of the Uinta Basin. The proposal,...