East Daley Analytics – Dissecting the Energy Value Chain
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kmi

 

101

Assets

10

Asset Types

5 Commodities

15

Basins

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

Mountain Valley Pipeline (MVP) started commercial service on Friday (June 14), bringing a long and contentious permitting process to a...

We recently revised our crude oil supply outlook in the Rocky Mountain region based on diverging aboveground trends in the Powder River and...

Energy Transfer (ET) is looking to tap into the growing ethane market in the Northeast. The company has reached an agreement with Rover...

Whistler Pipeline and Cheniere Energy (LNG) are building the ADCC Pipeline in South Texas ahead of an expansion at Cheniere’s Corpus...

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