2021 Midstream Guidance Outlook Report

The 2021 Midstream Guidance Outlook Report is NOW AVAILABLE!

The Midstream Guidance Outlook provides East Daley’s preview of the biggest trends impacting the midstream sector by bridging the gap between commodity and capital markets. These trends will be expanded upon within East Daley’s comprehensive 2021 Dirty Little Secrets Report – Fight or Flight: Taking Stock of the Midstream. Contact sales@eastdaley.com for additional details.

ACT NOW – Purchase Dirty Little Secrets today for $2,500 ( a 75% discount) until December 4, 2020.

As we approach the New Year, midstream companies will begin releasing 2021 guidance, giving investors a first look into management’s expectations for the coming year. In East Daley’s third annual installment of the Midstream Guidance Outlook, we discuss themes and trends for next year that we predict will have major impacts to the sector by bringing together commodity fundamentals with asset-level financial modeling.

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Key Takeaways:


• Reduced associated gas growth and rising gas demand will create a call on natural gas supply from the Marcellus-Utica and Haynesville. Williams (WMB), MPLX (MPLX), Antero Midstream (AM), and EQT Midstream (ETRN) should benefit given their leverage to these drier gas basins.

• We expect Permian gas production growth despite lower drilling activity, which should benefit Energy Transfer (ET), Targa (TRGP), Altus Midstream (ALTM), MPLX (MPLX), and Western Midstream (WES) that have significant underutilized gathering & processing (G&P) capacity in the basin.

• Midstream companies have largely transitioned to living within cash flow. This new, more conservative financial strategy improves the sustainability and health of midstream companies without significant future legacy asset declines.

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