East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
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Why It's Different

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Each edition distills complex energy market movements across commodities into clear, investor-relevant narratives backed by East Daley’s proprietary data and forecasting models. Whether you're tracking capital flows, evaluating valuation drivers, or hunting for dislocations and risk signals, Fundamentally Speaking gives you transparency in understanding what’s changing — and why it matters.

Expect commercial nuance, sector depth, and timely intelligence that brings clarity to your energy investment strategies.

What You're Really Getting

Unfiltered market moves decoded into sharp, investor-ready narratives
Exclusive access to East Daley’s commentary on our proprietary models and deep-dive  data insights
Clear calls on capital flows, risks, and market shifts — no fluff
Weekly intelligence that connects macro noise to micro consequences

Candid, commercially-savvy storytelling — grounded, not sugarcoated

Why Subscribe?

Whether you're tracking capital shifts, evaluating asset valuations, or hunting for hidden risks, Fundamentally Speaking offers you:

Transparency into market shifts that matter.

Context for valuation drivers and dislocations.

Commercial insights that make complex signals clear.

 

East Daley's Methodology

We don't guess. We model.

Fundamentally Speaking is built on East Daley’s proprietary energy data platform, combining asset-level insights across crude, gas, and NGL markets with real-time infrastructure modeling that tracks throughput shifts and bottlenecks. Every issue integrates capital movement and transactional context, tying M&A activity and financial trends directly to operational shifts. Our forecasting engines are rooted in fundamentals, not price noise, ensuring that every insight reflects commercial reality. We don’t recycle headlines. We decode them, connect them to the ground truth, and deliver them in clear, actionable language.

 

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Unique Rig and Well Assignments

Since 2015, we’ve been assigning wells and rigs to gas gathering and processing systems on a weekly basis. This extensive historical data provides a foundational data point for our production forecasts, ensuring precision in tracking production trends.

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Granular Production Models

We analyze rig counts, well allocations, and forecasted production by basin, starting at a regional level (e.g., Permian Basin) and drilling down to individual systems. By tying rig activity to commodity output (Crude, Natural Gas, NGLs), we create detailed production curves aligned with market forward curves.

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System-Level Forecasting

For each G&P system, we integrate plant inlet and flow data, capacity announcements, and historical trends. This allows us to forecast individual system performance accurately. Our ability to tag state and county-level data to these systems sets us apart, providing a granular understanding of system-level dynamics.

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Comprehensive Pipeline and Plant Data

We map the flow corridors of pipelines, connect them to price dynamics, and analyze constraints to forecast future production and system volumes. Our models account for capacity limits, contract roll-offs, and transportation bottlenecks.

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Asset-Level Financial Integration

We model companies down to an asset level, incorporating quarterly financial data to refine our volume forecasts. By comparing financial reports with operational data, we continuously calibrate our models to ensure our volume metrics are both accurate and forward-looking.

Our Services

We Drive Transparency in Energy Markets

With a patented methodology to forecast the throughput and capacity of over 1,200 midstream assets of 26 major midstream companies for the most accurate, real-time data.

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Energy Data Studio

Analyze data, understand market insights and connect with analysts in our backend portal.
Explore our Insights
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Consulting Services

Strategic insights and time-saving due diligence to support your in-house team.
Explore our Services

Energy Data Studio® is your platform to analyze and navigate the complex energy infrastructure value chain. Energy Data Studio® provides unmatched data, functionality, visuals, and knowledge to help you and your team master the energy market.

We want to empower you to make successful and informed investment decisions

Whether through reports and data sets, customized dashboards and market insights, East Daley provides up-to-date information that will help you unlock the value of midstream oil and gas data with the most accurate, real-time intelligence for better decisions and greater return.

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Capital Intelligence

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Natural Gas

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Natural Gas Liquids

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Crude

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