East Daley Analytics – Dissecting the Energy Value Chain

Energy Path - From Wellhead to Demand

Natural Gas Macro Supply & Demand

LNG Tracker & Export Stack and Data Center Demand Monitor

East Daley delivers industry-leading commodity market insights into LNG exports, outlooks and beyond through a differentiated methodology, powerful and intuitive visuals, and reporting tools and data sets that help you keep ahead of the energy markets and stay competitive.

Purchase Macro Supply & Demand

Forward-Looking LNG Macro Supply & Demand Price Outlook

Future-proof your business decisions with greater mastery over LNG outlooks. We supply you with all the insights and data to make informed decisions:

3-year Henry Hub Spot Price Forecast vs Forward Curve
Lower 48 Macro Supply vs Demand Forecast
Monthly Production Numbers
Demand Forecast Including LNG Project Projections
Storage Inventory Projections
Production by Basin
Power Burn Projections
LNG Outlook
Storage Inventory vs Price Charts

Get informed data and a support network of experts to help you make better decisions about your LNG products.

Macro Supply and Demand

NEW FEATURE: DATA CENTER DEMAND MONITOR

This tool equips you with:

A bottom-up approach to quantifying data center gas demand
Data filters to visualize exposure to data centers at a macro level, a company level, or an individual asset level
Cataloged projects by county across the United States to visualize where data center demand is expected to materialize
Power load estimates and gas equivalencies for each project in our data set based on the most recent data available for nearly 300 projects
Projects on our short list are those that we have a high degree of confidence in, as the data is collected from announcements backed by capital allocation, and exact site location is validated through satellite imaging of construction sites

Purchase Macro Supply & Demand

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LNG Tracker and Natural Gas Export Stack

The LNG dashboard is a tool that allows users to understand East Daley’s LNG export forecast, which directly informs our Macro Supply and Demand outlook and our basin production forecasts. The product is updated monthly, aggregating publicly available data on regulatory status, construction progress, and contracting.

Discover peace of mind with our streamlined approach to data organization and forecasting. At our core, we're dedicated to simplifying the complexities of project tracking, ensuring that you can focus on what matters most while we handle the rest. With our meticulously curated data and insightful outlooks presented in an easily digestible format, understanding forecasts and underlying assumptions has never been more straightforward. From tracking facility construction to projecting capacity, we provide the clarity and transparency that our clients value, empowering you to make informed decisions with confidence.

Purchase the Macro Supply & Demand, LNG Tracker & Export Stack, and Data Center Demand Monitor

Our comprehensive collection of supply and demand reports and cutting-edge tools give you a clearer macro view of LNG outlooks and visibility into micro constraints—and an edge over your competitors. Build our LNG data into your own demand forecasts or use it to validate against your own view of the coming LNG super-build. Use data filters to visualize exposure to data centers at a macro level, a company level, or an individual asset level.

When you purchase access to our Macro Supply & Demand you will receive a monthly macro report, balanced and unbalanced data sets, LNG export data set and 4 dashboards (Macro S&D, Data Center Demand Monitor, LNG Projects and LNG SPA Tracker) to customize your view.

Intrastate & In-Basin Production

Combining G&P Infrastructure with well and rig data to get the most comprehensive view on LNG production.

Expert Analysis

Speak to an expert who is ready to help you understand the "why" of it all. Subscribers have access to some of the best in the field to guide you.

Data and Analytic Price Forecast

Production tracked through thousands of infrastructure asset data points, combined with demand projections to get forward-looking LNG price forecasts.

This new periodical combines the strengths of Hart Energy's journalistic reporting and analysis on natural gas, LNG, and midstream energy and deal-making with East Daley Analytics' deep research and intelligence of hydrocarbons, storage, and transportation.

Published every Thursday morning, this new powerhouse newsletter is an interactive and enlightening read highlighting breaking news, exclusive interviews, videos, charts, maps, and more.

The newsletter utilizes East Daley's Energy Data Studio tools for natural gas predictive analytics with Hart Energy's Rextag mapping tools to present a holistic view of pricing triggers, infrastructure growth, pipeline and processing bottlenecks, regulatory and legal hurdles, and the inevitable solutions.

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