Dissecting Operational Risk Across the Energy Value Chain

We know that you don't always have the time to research assets, monitor your competition, and conduct due diligence. East Daley Capital specializes in identifying, understanding, and monitoring operational risk at the asset level and how that translates to financial risk. We have built the largest U.S. energy asset database to cash flow to help identify which assets are most important and isolate their operational value. We can help with the heavy lifting by providing access to capital and commodity market experts through both subscription and advisory services.

The Daley Note

  • The Daley Note 4/07/2021

    • Not an April Fools’ Joke: The Bonanza Creek and HighPoint merger announced in Nov. 2020 closed April 1, combining BCEI’s acreage in the northeast Wattenburg with HPR’s in the Wattenburg and Hereford areas. BCEI, DCP, HPR, PDCE, SMLP
    • East Daley Joins RBN in New Webinar: East Daley will join RBN Energy for a live webinar April 8 reviewing a recent report on TC Energy. Click here to register for tomorrow’s webinar. TRP
    • Redesigned East Daley 1Q21 Earnings Previews: We will release to clients our newly updated 1Q21 Earnings Previews for the 26 midstream energy companies within our coverage in the coming weeks. Contact sales@eastdaley.com for more information.
    • 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 4/01/2021

    • Canadian Natural Resources System Outperforms in WCSB : Currently there are 70 rigs active in the Western Canada Sedimentary Basin amid the industry’s regional “spring break-up.” ATGFF, CNQ, ET, OVV, PEYUF
    • Biden Plan Targets Renewables, Electrification: President Joe Biden on Wednesday unveiled a $2 trillion infrastructure plan that proposes new spending targeting renewable energy, with one item of note for oil and gas.
    • East Daley Expands Private Debt Coverage: East Daley has expanded The Daley Note to include real-time updates on movements in private company debt in the midstream sector, available in today’s edition.
    • 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 3/31/2021

    • MVP = More Virginia Problems: A Virginia environmental agency wants more time to review construction permits for the Mountain Valley Pipeline, a development which could affect project finances for sponsor Equitrans Midstream. ATGFF, ED, ETRN, EQT, NEE, RGCO
    • East Daley Expands Private Debt Coverage: East Daley has expanded The Daley Note to include real-time updates on movements in private company debt in the midstream sector, available in today’s edition.
    • “Easy Does It” on Williston Basin Rigs: Rig recovery in the Williston Basin has been tepid due to uncertainty over the Dakota Access Pipeline, though East Daley forecasts increased activity in 2H2021 once regulatory matters are resolved. CEQP, CLR, COP, EOG, ERF, HES, OKE, OMP, XOM
    • 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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