Commodity Markets Solution

East Daley’s Commodity Markets Solution is a powerful platform tailored to the dynamic needs of industry strategy teams, commodity analysts and strategic investors. This unique platform includes both macro-level insights from our analytic team as well as detailed data and forecasts that are typically only available through custom engagements. This platform brings insights to users who seek to understand commodity markets from multiple perspectives by incorporating asset-level volumetric forecasts that are modeled in our detailed Company Blueprint Financial Models. For our Commodity Markets clients, East Daley offers two Subscription Packages:

Full Commodity Markets Package
Macro Commodity Markets Package
Every Subscription Package includes:
Real-time analyst support
Weekly in-depth market studies
Bi-monthly market presentations
Unlimited subscriber access

Full Commodity
Markets Package

The Commodity Markets Package provides reports and datasets for East Daley’s commodity clients to understand basin-level, asset-level, and system-level dynamics.

The Commodity Markets Package was designed to help clients:

  • Assess investment risks and opportunities for public and provide companies and assets
    • Counterparty risk
    • Constraints
    • Dynamic volumetric forecast
  • Evaluate competitive dynamics in the marketplace
  • Evaluate basin-level dynamics and the impact on micro-level strategies

Currently this package includes two products:

The Production and Constraint Forecast and Basin Blueprints is the only industry report and dataset that provides detailed forecast by producer, system and pipeline, and a unique perspective on how components align or misalign. As a result, this monthly report and granular dataset outlines where there are opportunities and risks across U.S. basins by comprehensively integrating natural gas, NGLs, and crude markets within each distinct basin. East Daley’s asset-level analysis in this product spans across both public and private systems which can be crucial in evaluating competitive dynamics and the impact of basin-level dynamics on corporate strategy.
Production Scenario Tools enable dynamic, monthly scenario analysis for every U.S. basin, capturing historical, current, and future production volumes on a monthly basis. They enable East Daley’s clients to quickly assess a changing market environment by toggling key variables like price, rig count, well completions, IP rates, drill times and more to see the impact to production expectations. To build these models, historical volumes are captured, declines are assigned to legacy production, and the forward strips for oil and gas (depending on the type of basin) are used to forecast future activity and production volumes.

Macro Commodity
Markets Package

The Macro Commodity Markets Package provides reports and datasets to enable clients with a deeper understanding of opportunities and risks to natural gas, NGLs, and crude dynamics within each basin.

The Macro Package was designed to help clients:

  • Evaluate basin-level, asset-level, system-level dynamics to understand the impact on micro-level strategies
  • Evaluate competitive dynamics in the marketplace

Currently this package includes:

The Production and Constraint Forecast and Basin Blueprints is the only industry report and dataset that provides detailed forecast by producer, system and pipeline, and a unique perspective on how components align or misalign. As a result, this monthly report and granular dataset outlines where there are opportunities and risks across U.S. basins by comprehensively integrating natural gas, NGLs, and crude markets within each distinct basin. East Daley’s asset-level analysis in this product spans across both public and private systems which can be crucial in evaluating competitive dynamics and the impact of basin-level dynamics on corporate strategy.

Weekly Reports – Included with Each Package

With each package, clients will receive three in-depth weekly reports, with real-time insights and data. These include:
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Data Insights

Data Insights is a weekly report analyzing relevant energy news and announcements which help identify investment opportunities and risks by presenting public and private data and commentary on relevant industry events. East Daley leverages news coverage and ties it back to data-linked facts, providing a short perspective on micro- and macro-level insights in one report.
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Snapshots

Snapshots are weekly reports that provide an in-depth analysis on timely, relevant topics impacting the midstream industry. Snapshots examine both the commodity and capital markets to provide East Daley’s perspective on key themes and shifting dynamics that could affect Midstream strategies and forecasts.
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Midstream Activity Tracker (MAT)

The Midstream Activity Tracker (MAT) is the only industry analysis that tracks weekly and monthly data by gathering and processing system across every midstream company under coverage. The report and dataset are driven by East Daley’s proprietary G&P Allocation Tool to monitor the risks and opportunities behind individual gathering and processing assets, measuring impacts to basins, individual systems, and midstream companies. Additionally, the weekly and monthly MAT reports provide historical data to help identify trends from changing rig activity across North America.

Package Add-ons