East Daley Analytics – Dissecting the Energy Value Chain
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43

Assets

8

Asset Types

3 Commodities

9

Basins

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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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ONEOK on Energy Data Studio

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Arctic Blast Brings a Chill to ONEOK Earnings

December’s Arctic blast will likely dampen 4Q22 earnings for midstream company ONEOK (OKE), as gas volumes in pipeline samples for its Bakken system declined by 14% vs November.

The Bakken G&P system is one of OKE’s largest assets by EBITDA. In East Daley’s Financial Blueprint company model, we estimate the Bakken system will earn $687 million for 2022, comprising 19% of ONEOK’s total EBITDA for the year.

The powerful front brought snow and bitter temperatures ahead of the holidays across most of the Lower 48, causing wellheads and equipment to freeze over in several basins. In the Williston Basin in Montana and North Dakota, residue gas output fell by 0.9 Bcf/d over the Dec. 23 – Dec. 29 week. OKE – Bakken was one of several G&P systems to see impacts late in the quarter.

 

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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...

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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.

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