East Daley Analytics – Dissecting the Energy Value Chain






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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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NuStar 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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NuStar Guidance: More Conservative than Texas

NuStar (NS) reported positive 4Q22 earnings, beating consensus and East Daley EBITDA expectations by $15 million (8%) and $17 million (10%), respectively. However, what caught our eye was a miss on the company's Permian crude gathering volumes and relatively weak 2023 guidance for the asset.

In 2022, NuStar’s Permian system averaged 584 Mb/d, below management's 600 Mb/d exit-2022 guidance. Management now guides to volumes exiting 2023 at 600 Mb/d, or just 3% growth Y-o-Y. East Daley forecasts crude volumes and performance for the NS – Permian asset in our NuStar Financial Blueprint. We forecast exit-2023 volumes to be 615 Mb/d, or 5.3% growth Y-o-Y on the system.

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The Daley Note

Midstream Insights Delivered Daily

A delayed start to the Louisiana Energy Gateway (LEG) project will cost Williams (WMB) $20MM in earnings this year, according to East Daley...

Federal regulators have given Enbridge (ENB) the green light to start a new pipeline serving an LNG project finishing construction on the...

Moss Lake Partners has surprised the market with its DeLa Express pipeline to move Permian natural gas to Port Arthur, TX and Cameron...

Moss Lake Partners is throwing its hat in the ring to build the next big gas pipeline out of the Permian Basin after the Matterhorn project.