East Daley Analytics – Dissecting the Energy Value Chain
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A DIFFERENT KIND OF DATA

East Daley's focus is to find the wisdom within the data that helps our clients make the best decision. Our differentiated methodology routinely models and forecasts the energy value chain down to the asset-level, both physical and financial, triangulating multiple datasets to find unique insights. We combine that data and modeling capability with a high level of curiosity and determination to find the answers that fit our clients specific questions.

blueracer midstream logo
moda midstream logo
columbia pipeline group
buckeye partners logo
NGL logo
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dominion energy logo
DoubleEpipeline logo
Paradigm Midstream Logo
enlink midstream logo
midcoast-energy-logo
Southcross-Energy-Logo
Questar logo
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Coterra_Logo
tallgrass logo
REX
Western-Midstream-logo
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Red Flag Analysis | Data Room Review | Counterparty Contract Reviews | Competitive Landscape | Management Meetings | Investor Decks

Speed and accuracy matter. Our due diligence projects typically extend beyond the data room to incorporate: Balanced commodity market models, detailed value chain analysis, financial analysis, contract analysis, basis and price outlook, as well as supply side and demand side analysis. East Daley's asset level balance model methodology and ability to leverage existing commodity and financial models increases both speed and accuracy.

Supply Demand Analysis | Downstream and Upstream Constraint Review | Multi-region Impact Analysis | Commercial Relationship Review | Basis and Price Forecast | New Build/Expansion Opportunities | Contracted Capacity vs Physical Throughput

Asset level forecasting matters because it can highlight infrastructure interdependency, commercial contract relationships,  and difference between what was announced and what is operationally happening.  At East Daley, market study analysis is gear toward understanding the commercial and physical relationships between assets as well as balanced model forecast of all the assets so that our clients have the full story of the cause and effect relationships that exist in every market.

Private and Public Asset Volume and Revenue Forecast | Revenue Stress Tests | Strategic Moat Analysis | Quarterly and Annual Reviews | Management Presentation Reviews

East Daley regularly forecast over 1,200 public and private infrastructure assets across the hydrocarbon value chain.  We leverage these base models to aid debt investors in routinely monitoring the risk to the value of that debt based shifting market dynamics. We can further customize that analysis through our consulting group based on specific scenarios, internal data sets, and stress tests.

Market Update Presentations | Conferences | Customer | or Management Meetings | Custom Data Pulls and Consultation | Custom Model Building and Scenario Analysis

When moving into a new market, working with a new data set, or preparing for strategy session, you don't need an expensive subscription to a data set you may use once. East Daley's Consulting team is prepared to not only deliver the data or presentation, we also provide insight into the data or market because that knowledge is internalized into our everyday processes. 

Peer Review | Market Overview | Greenfield/Brownfield Expansion Evaluation | Market Sizing

Whether entering a new market, evaluating your peer group or getting a third party view of markets you are already operating  in, the East Daley team can quickly provide the data and expertise that aids in developing a strategic plan.  We are unafraid to challenge previous assumptions by presenting data and logic that may change or reinforce a strategic plan. We can incorporate our clients internal data and ideas into our own extensive models, thereby tailoring the output.  We can further maintain or update these model as needed in the future.  

Due Diligence

Red Flag Analysis | Data Room Review | Counterparty Contract Reviews | Competitive Landscape | Management Meetings | Investor Decks

Speed and accuracy matter. Our due diligence projects typically extend beyond the data room to incorporate: Balanced commodity market models, detailed value chain analysis, financial analysis, contract analysis, basis and price outlook, as well as supply side and demand side analysis. East Daley's asset level balance model methodology and ability to leverage existing commodity and financial models increases both speed and accuracy.

Market Study

Supply Demand Analysis | Downstream and Upstream Constraint Review |  Multi-region Impact Analysis | Commercial Relationship Review | Basis and Price Forecast | New Build/Expansion Opportunities | Contracted Capacity vs Physical Throughput

Asset level forecasting matters because it can highlight infrastructure interdependency, commercial contract relationships,  and difference between what was announced and what is operationally happening.  At East Daley, market study analysis is gear toward understanding the commercial and physical relationships between assets as well as balanced model forecast of all the assets so that our clients have the full story of the cause and effect relationships that exist in every market.

Debt Investment

Private and Public Asset Volume and Revenue Forecast | Revenue Stress Tests | Strategic Moat Analysis | Quarterly and Annual Reviews | Management Presentation Reviews

East Daley regularly forecast over 1,200 public and private infrastructure assets across the hydrocarbon value chain.  We leverage these base models to aid debt investors in routinely monitoring the risk to the value of that debt based shifting market dynamics. We can further customize that analysis through our consulting group based on specific scenarios, internal data sets, and stress tests.

Custom Data & Presentations 

Market Update Presentations | Conferences | Customer | or Management Meetings | Custom Data Pulls and Consultation | Custom Model Building and Scenario Analysis

When moving into a new market, working with a new data set, or preparing for strategy session, you don't need an expensive subscription to a data set you may use once. East Daley's Consulting team is prepared to not only deliver the data or presentation, we also provide insight into the data or market because that knowledge is internalized into our everyday processes. 

Strategic Analysis

Peer Review | Market Overview | Greenfield/Brownfield Expansion Evaluation | Market Sizing

Whether entering a new market, evaluating your peer group or getting a third party view of markets you are already operating  in, the East Daley team can quickly provide the data and expertise that aids in developing a strategic plan.  We are unafraid to challenge previous assumptions by presenting data and logic that may change or reinforce a strategic plan. We can incorporate our clients internal data and ideas into our own extensive models, thereby tailoring the output.  We can further maintain or update these model as needed in the future.  

Talk to a CONSULTANT who can help you translate data into dollars.

 

NO MORE SURPRISES

Gathering and Processing Analysis
East Daley gathering and processing analysis is unique in that we regualarly analysis and forecast over 400 G&P assets. Additionally, we incorporate numerous datasets from state level throughput data, company financial reports, tariffs and pipeline residue samples. In additon, East Daley uses a patatented methodology to allocate every rig and well in the U.S and Canada to gathering and processing system. We use this data to determine the producers feeding each system, calculate unique decline curves, production rates and current drilling activity so that we can provide more accurate market intelligence and forecast. In a typical due dilligence deal or strategic analysis, the East Daley team can leverage all this data to evaluate counterparty risk, understand G&P rates, run extensive competitive analysis and much more. To see an Example of some of our Public analysis, Click here
Pipeline Egress Analysis

In a typical market study or due dilligece, our pipeline takeaway (egress) stack will consider more than just the rated capacity of the pipeline and the historical throughput. East Daley analysis typically extends to:

• Analysis of an effective capacity that may differ from rated capacity

• Forecast throughput by pipeline into the future

• Consideration of the contractual parties both upstream and downstream

• Consideration of the connected infrastructure both upstream and downstream

• Balanced outlook that accounts for downstream competition

• Understanding of the strategic importance of the assets within the operators/investors portfolio

• Contracted Capacity vs Physical Throughput

These extended analysis can significantly impact revenue expectations, basis outlooks, throughput, partnerships and many other factors that are critical in the decision process. To see an Example of some of our Public analysis, Click here

Example: Asset Analysis
Whether and asset is public or private or simply opaque, East Daley's extensive asset level database can aid in evaluating revenue and volume forecasts for infrastructure across North America. The East Daley will pull together all publicly avialble data on an asset, combine with extensive cross commodity, multiregional modeling capabilities and integrate any confidential or propriteary client provided insights to build a custom model to evaluate a debt offering, expansion opportunity, contract negotiation or sell side opportunity.
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Frequently
Asked
Questions

What is your expertise?

East Daley's expertise centers around midstream research by asset and they relate to upstream and downstream markets and counterparties. Our ability to physically and financially dissect that energy value chain enables us to derive insights for our clients that connect physical market dynamics of how energy will be produced and used as well as the financial value proposition for the stakeholders along that value chain.

What differentiates your consulting service?

East Daley's consulting services is differentiated because of its ability to leverage extensive data and models within the companies subscription business where the throughput and capacity of over 1,200 midstream assets are regularly monitored and forecasted. Additionally, financial evaluations and forecast are developed based on those physical forecasts, for 26 major midstream companies. Both physical and financial outlooks are regularly compared against producer, midstream, and downstream guidance.

What types of assets do you analyze?

East Daley Forecast assets across the value chain, from producers to midstream to downstream. Our database of infrastructure is built of several hundred gathering and processing systems, several hundred Gas/Oil/NGL pipelines, fractionation, storage and LNG/NGL/Crude export facilities.

Will you sign confidentiality agreements?

Yes. Confidentiality is core to our client relationship on both the subscription and consulting side.

Ready to leverage our insights and expertise and get ahead? Contact a consultant to set up a call.

 

LET'S TALK

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