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 2/26/2021

    • Newer, lower-cost pipelines and cheap expansion projects have overwhelmed the Permian, North America’s biggest oil market, and disrupted fee-for-service revenues of the legacy operators. Recent higher WTI prices however point to higher production forecasts than we previously expected, somewhat brightening the outlook for Permian egress pipelines.
    •  U.S. natural gas storage posted the second-largest withdrawal on record last week, and the largest ever in the South-Central producing region, amid a bitter Arctic front that has erased a persistent storage overhang and tightened the 2021 gas market.
    • Analysts from East Daley’s capital and commodities teams hosted a fireside chat-style webinar Thursday afternoon to discuss midstream impacts of Energy Transfer’s (ET) $7.2 billion equity acquisition of Enable Midstream (ENBL). (ET) (ENBL)
    • 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 2/25/2021

    • In our total rig allocation to acreage serviced by U.S. and Canadian gatherers and processors (G&P), we tally 142 rigs (26% of 545 assigned) working in territory serviced by private midstream companies. (G&P)
    • Analysts from East Daley’s capital and commodities teams hosted a fireside chat-style webinar Thursday afternoon to discuss midstream impacts of Energy Transfer’s (ET) $7.2 billion equity acquisition of Enable Midstream (ENBL). (ET), (ENBL)
    • 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 2/24/2021

    • There are only two active rigs in the Piceance Basin and one active rig in the Green River Basin, operated by Jonah Energy and Caerus Oil & Gas. East Daley models two of the three active rigs in the two basins to be on the Meeker and Pioneer gathering and processing (G&P) systems owned by Enterprise Products (EPD). (G&P), (EPD)
    • Analysts from East Daley’s capital and commodities teams hosted a fireside chat-style webinar Thursday afternoon to discuss midstream impacts of Energy Transfer’s (ET) $7.2 billion equity acquisition of Enable Midstream (ENBL). (ET),(ENBL)
    • 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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