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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OXY's Swing to the DJ Could Lift Western Midstream

Occidental (OXY) recently added new rigs to its drilling program in the Denver-Julesburg (DJ) Basin, an unexpected development that could lift our outlook for Western Midstream (WES). For most of 2022, OXY had operated 1 rig on its DJ acreage.

This rig has been feeding Western’s DJ gathering system, which has been struggling to grow volumes. On Sept. 17, OXY added a second rig in the DJ, according to East Daley's Midstream Activity Tracker, and on Oct. 20, a third rig. This follows the overall trend in the DJ, with total rigs in the eastern Colorado-Wyoming basin increasing from 14 at the beginning of 2022 to 19 today.

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The Daley Note

Midstream Insights Delivered Daily

The Daley Note: September 26, 2023

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