Relentlessly Curious. Incredibly Detailed. Powerfully Actionable.

East Daley Capital is the only comprehensive provider of Midstream asset-level data and analysis that covers both the capital and commodity sectors. We go deep, to empower our clients with North American Midstream expertise found nowhere else on the market. Our proprietary methodologies and datasets uncover risk and opportunity by leveraging analysis of the intersection of energy capital and commodity markets. East Daley provides unbiased, actionable market intelligence to many of the largest midstream companies in the oil and gas industry, as well as investors and capital market participants to provide them the EDC Advantage with their strategy and execution.

The Daley Note

  • The Daley Note 2/18/2021

    • Energy Transfer to Acquire Enable Midstream for $7.2 Billion: Energy Transfer (ET) will acquire Enable Midstream (ENBL) in an all-equity deal valued at ~$7.2 billion, a tieup at a reasonable multiple (7.0x EBITDA) that creates several opportunities for natural gas and NGL asset synergies in the Anadarko and Ark-La-Tex basins once ET closes the deal. (ET)
    • Let’s Take the Inside, Outside: Propane markets were heating up even ahead of the latest Arctic freeze gripping the Central U.S., a function of higher exports and demand as many businesses across the U.S. turn to alternative methods to keep people warm amid indoor gathering restrictions.
    • North American Energy Indicators and Equity Prices
    • North American Natural Gas Prices
    • North American Crude Oil Prices
    • North American Natural Gas Liquids Prices

  • The Daley Note 2/17/2021

    • Rolling Blackouts, Price Spikes Roil Energy Markets on Record Cold: Shortages and price spikes hit Texas and the Midcontinent as energy systems failed to cope with extreme cold weather, a failure due in part to wellhead freeze-offs that sent spot gas prices soaring.
    • Deep Freeze Cuts Anadarko Gas Supplies 60%+: Freezing weather in the Anadarko Basin has slashed gas delivery by up to 63% and sent gas prices surging to $300+ at some regional hubs, a development that could benefit midstream with exposure to percent-ofproceeds (POP) contracts and gas marketing businesses.
    • There’s a New Cowboy in Town: ExxonMobil (XOM/XTO) dropped its New Mexico rig count during the tumultuous 2H2020, but that’s not the only XOM news in the Delaware Basin: as part of its Poker Lake development, XOM is constructing the Cowboy Central Delivery Point, a gas processing facility with oil and NGL stabilization capability. (XOM/XTO)
    • North American Energy Indicators and Equity Prices
    • North American Natural Gas Prices
    • North American Crude Oil Prices
    • North American Natural Gas Liquids Prices

  • The Daley Note 2/16/2021

    • Gas Prices Soar on Frigid Weather, Freeze-offs: Spot natural gas prices soared Friday as a massive Artic cold front pushed southward through the Central U.S., sending demand skyward as supplies became scarce in the frigid cold.
    • Wink to Webster Tariff Points to Heated Permian Competition: The Wink to Webster (W2W) pipeline is offering the lowest current contracted crude egress rate out of the Permian, according to newly posted pipeline tariffs, reflecting heated competition among major pipelines to move crude oil out of the basin to the U.S. Gulf Coast.
    • North American Energy Indicators and Equity Prices
    • North American Natural Gas Prices
    • North American Crude Oil Prices
    • North American Natural Gas Liquids Prices

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