East Daley Analytics – Dissecting the Energy Value Chain
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71

Assets

8

Asset Types

5 Commodities

12

Basins

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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Plains 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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East Daley Knows Plains

New 4Q22 results from Plains All American (PAA) show why focusing on core basins is key. The Permian-focused midstream giant reported strong earnings, benefiting from its recent transaction with Oryx in the basin. Plains’ Canadian NGL business also posted solid results, even in an environment of declining commodity prices.

East Daley hit the nail on the head in our PAA Financial Blueprint forecast.  Plains on Feb. 8 reported 4Q22 Adj. EBITDA of $659 million, matching our estimate ahead of the call (see figure). At the time of our 4Q22 Earning Preview for Plains (published Jan. 17), East Daley was 5% higher than Street consensus.

 

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Plains Extend

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.

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