Commodity Products
Reports and Data Sets that keep you ahead of the energy markets and bring transparency to the value chain.
Public Data
Collection
- 100+ sources
- State & FEderal: Forms 2 & 6, IOC, Texas RRC, etc.
- G&P contracts
- SEC Filings
- Rigs and well data
Proprietary
G&P Models
- Every rig and well is allocated midstream systems
- All regions and systems are balanced
- Proprietary, patent-pending methodology
Date Set
Construction
- 100+ data sets
- Proprietary models
- Triangulation to fill gaps or lags in data
- Balanced and back tested on historical data
Asset
Date Base
- Largest database of the U.S. midstream assets
- Can be sliced by company, asset, region, or commodity
- Can run multiple, complex sensitivities
Financial
Forecasts
- Public and private asset level financial forecasts
- 26 public midstream company models with 5-year cash flow forecasts
Midstream Activity Tracker
This first-of-its-kind report from East Daley Analytics tracks rig activity to monitor the risks behind individual gathering and processing assets across the U.S. What makes this report unique is that rigs are allocated to individual assets providing a more granular understanding of how each asset is trending relative to the basin and to the company.
GET THE MIDSTREAM ACTIVITY TRACKER DATANatural Gas
East Daley forecasts natural gas supply and demand dynamics across all major basins. We roll these up to a total U.S. macro gas balance. These reports include infrastructure egress, midstream systems driving basin growth, and East Daley supply forecasts.
Lower Gas Prices Dampen Energy Transfer Outlook - Read More
FERC Form 2
All accounts are updated quarterly and include filterable income statements, balance sheets, and statements of cash flows for all FERC-regulated pipelines.
FERC Return Calculator
A data set designed to assist in calculating the rate base or ROE (Return on Equity) on pipelines, determining negotiated vs. max-tariff revenue, or navigating FERC financials.
Basin Supply & Demand Reports
These Supply and Demand Reports and Data Sets connect producers through processing pipelines for a complete value chain analysis out of each basin.
Macro Supply & Demand Reports
Our forecast for US natural gas supply and demand. The Macro Supply and Demand Forecast includes historical and projected supply, demand, imports and exports via pipeline and LNG. We compare demand to our leading production forecasts in every major basin to identify market constraints or shortages.
Natural Gas Weekly
Provides a weekly update to our monthly Supply and Demand forecast that covers rigs, flows, production, prices, and capacity constraints.
Production Scenario Tool
Our Production Scenario Tools provide East Daley’s outlook on gas, oil, and NGLs by basin in a simple user-friendly interface that is easy to manipulate. Users can adjust the price, rigs, DUCs, initial production rates, drill times, and rejection by commodity to evaluate different future scenarios. The historical rig count is sourced from Baker Hughes and Well Database.
FERC IOC
Access interstate gas pipeline contract data on all regulated US and Canadian assets.
Crude
We balance and forecast flows by pipeline, in and out of the major crude hubs and at export docks across North America to dissect the crude oil energy value chain.
East Daley leverages our understanding of contractual relationships, tariff rates, preferred routes, as well as data from multiple state and federal regulators to understand fundamentals and key counterparties behind each pipeline.
Delaware Producer is Moving Downstream - Read More
Crude Hub Data Set
Measures current and future flows between every major crude hub in the U.S.
Production Scenario Tool
Our Production Scenario Tools provide East Daley’s outlook on gas, oil and NGLs by basin in a simply user-friendly interface that is easy to manipulate. Users can adjust price, rigs, DUCs, initial production rates, drill times, and rejection by commodity to evaluate different future scenarios. Historical rig count is sourced from Baker Hughes and Well Database.
FERC Form 6
FERC Form No. 6 is a quarterly and annual compilation of financial and operational information from major interstate liquids pipelines (crude, NGL, refined product) subject to the jurisdiction of the Federal Energy Regulatory Committee (FERC). The non-GAAP financial metrics are used in East Daley modeling of asset financial performance, rate risk assessment, volumetric analysis, and overall understanding of asset operations.
Natural Gas Liquids
We use our patented G&P tool to monitor rigs in real time and forecast NGL and purity product supply at the plant, basin, sub-PADD, and PADD levels, and reconcile these forecasts with reported EIA data. Our NGL data set then ties this supply to pipeline flows and NGL fractionation and purity centers.
Exports, Marketing Drive a Big 1Q23 Beat for Targa - Read More
NGL Network Supply Model
The industry’s first model that tracks and forecasts y-grade supply by basin, into each egress pipeline, and delivered to downstream fractionation markets in the Northeast, Mt Belvieu, and Conway.
Purity Product Forecast
Tracks and forecasts U.S. NGL purity product supply by basin that leverages our basin-level Production Scenario Tools, EIA Gas Plant Field Production data, and state-reported NGL production by gas plant.
FERC Form 6
FERC Form No. 6 is a quarterly and annual compilation of financial and operational information from major interstate liquids pipelines (crude, NGL, refined product) subject to the jurisdiction of the Federal Energy Regulatory Committee (FERC). The non-GAAP financial metrics are used in East Daley's modeling of asset financial performance, rate risk assessment, volumetric analysis, and overall understanding of asset operations.
NGL Roundup Monthly
Monitor midstream flows from processing plants to fractionation centers, identifying infrastructure bottlenecks before the market recognizes them.
The Daley Note: May 26, 2023
What might the market be missing in the ONEOK (OKE) and Magellan Midstream (MMP) combination? The $18.8B...
The Daley Note: May 25, 2023
Investors are struggling to grasp the strategic logic of ONEOK’s (OKE) acquisition of Magellan Midstream...
The Daley Note: May 24, 2023
ONEOK’s (OKE) plan to buy Magellan Midstream Partners (MMP) has gone down like a lead balloon with investors....
The Daley Note: May 19, 2023
Kinetik (KNTK) will likely begin marketing its 16% share in Gulf Coast Express Pipeline (GCX) this quarter,...
Natural Gas Weekly
Updates
May 26, 2023
May 19, 2023
May 12, 2023
Dirty Little Secrets
Annual Market Report
.png "Dirty Little Secrets banner")
