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:
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The Commodity Markets Package provides reports and datasets for East Daley’s commodity clients to understand basin-level, asset-level, and system-level dynamics. Read More ►
The Commodity Markets Package was designed to help clients:
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. Read More ►
The Macro Package was designed to help clients:
Dirty Little Secret (DLS) is a 250+ page reference manual and action plan to understanding and capitalizing on dynamics in the midstream sector. This annual report provides an in-depth look at the investment opportunities and risks in the North American midstream oil and gas sector providing insight into movements that will impact a midstream strategy. Building on the themes from the annual Midstream Guidance Outlook, Dirty Little Secrets includes tailored sections: Midstream Equity Financials, Commodity Fundaments, and Company asset-level analysis across East Daley’s midstream companies under coverage. The report is broken down into two parts, where the first three sections are published in Q4 to highlight the trends and themes ahead of the coming year, and the fourth section, with deep insight into each company, is published at the beginning of Q1.
The Crude Hub Report and Dataset provides a monthly view into future pipe-by-pipe crude flows across the U.S. and Canada including crude price spread forecasts that connect U.S. crude flows to the global market with unprecedented granularity into Gulf Coast refining, storage, and export dynamics. The micro- and micro-level data helps predict market opportunities and risks through supply and demand fundamentals, as well as rate analysis. Enhanced pipeline flows are connected to East Daley’s financial models that bridge the gap between the commodity data and financial performance by midstream company.