East Daley Analytics – Dissecting the Energy Value Chain






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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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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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Shock to the System: Sub-$2 Gas on the Horizon

Sub-$2.00 natural gas prices are now clearly in view, and there may not be a lot the market can do to prevent them.

Natural gas prices have already fallen by 65% this winter. The March front-month Henry Hub contract is trading below $2.50/MMBtu as of Monday (Feb. 6), and futures are under $3.00 through the first half of 2023.

But the price cuts aren’t deep enough, according to East Daley’s latest Macro Supply and Demand Forecast. We see the need for a “shock to the system” to slow production growth. Even with lower gas-directed drilling and lingering constraints on Permian pipeline takeaway, it may take a price shock to force producers to choke back wells and defer completions.

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The Daley Note

Midstream Insights Delivered Daily

Helped by a new pipeline expansion, Marcellus and Utica gas producers have ramped production to record levels this winter. The supply...

Occidental (OXY) is reported to be exploring a possible sale of its stake in Western Midstream (WES). East Daley Analytics made the case...

East Daley’s pipeline samples covering the ArkLaTex Basin have increased in February despite falling natural gas prices. The gains could...

Low natural gas prices have taken a toll on rig counts in the Anadarko Basin and led to lower activity on EnLink Midstream’s (ENLC) Central...