East Daley Analytics – Dissecting the Energy Value Chain
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Company Dashboards

Each company has its own energy data studio dashboard complete with an earnings preview and review report and model.
 

THE CONSENSUS COMPARISON REPORT

The Consensus Comparison Report brings together data from East Daley's midstream company financials into one summary product, making it easy to identify where East Daley's financial forecasts differ from consensus.

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Company Comparison And Asset Breakdown

Compare the breakdown of EBITDA by commodity, location, and asset type across multiple companies in addition to analyzing the change in asset forecasts over the last 5 models.

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The Daley Note

Midstream Insights Delivered Daily

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Exports are the Big Prize of OKE-MMP Combo

The Daley Note: May 26, 2023

What might the market be missing in the ONEOK (OKE) and Magellan Midstream (MMP) combination? The $18.8B...

OKE-MMP a Fine Blend for Butane Business

The Daley Note: May 25, 2023

Investors are struggling to grasp the strategic logic of ONEOK’s (OKE) acquisition of Magellan Midstream...

O Synergies, Where Art Thou? OKE-MMP Combo has Investors Lost

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....

Kinetik Puts GCX Pipeline Stake on the Block

The Daley Note: May 19, 2023

Kinetik (KNTK) will likely begin marketing its 16% share in Gulf Coast Express Pipeline (GCX) this quarter,...

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