East Daley Analytics – Dissecting the Energy Value Chain






Asset Types

5 Commodities



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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Kinder Morgan 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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Mind the Gap in the Kinder Morgan Outlook

Kinder Morgan (KMI) is guiding to a strong performance in 2023, a somewhat surprising development given our perspective on the year ahead. In our company Blueprint Financial Model, East Daley is well under KMI’s outlook for 2023.

KMI released guidance for 2023 last Thursday (Dec. 8). The company expects EBDA of $8.2 billion, ~7% above East Daley’s current forecast of $7.65 billion in our KMI Blueprint (see chart). KMI attributes the gains to demand for gas transport and storage services, tariff escalations on liquids pipelines, G&P and products growth, as well as Jones Act tanker recontacting.

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The Daley Note

Midstream Insights Delivered Daily

The Daley Note: September 21, 2023

Consolidation continues in the Permian Basin as producers look to add reserves in the industry’s hottest...

The Daley Note: September 20, 2023

Mountain Valley Pipeline (MVP) has filed with regulators to increase maximum tariff rates by 80% or...

The Daley Note: September 19, 2023

The Trans Mountain Pipeline expansion (TMX) faces the prospects of more delays to finish construction,...

The Daley Note: September 15, 2023

A new environmental review of the Dakota Access Pipeline (DAPL) is finally available. The draft report...