The Physical Side and the Financial Side, in one Place

Capital Intelligence ties the physical side of midstream, flows, throughput and rig activity, directly to the financial side: earnings, cash flow and valuation, across more than 20 midstream companies.

Every assumption behind a number is shown rather than buried, so when your figure differs from someone else’s you can say exactly why.

Built for the people who have to defend a number: analysts and portfolio teams weighing a position, and strategy and commercial teams weighing a project.

Four Kinds of CoveragE

Everything in Capital Intelligence sits in one of four groups. Each one names what is in it, so you can go straight to the part you need.

Equity Coverage

Company Performance, Compared

Company-specific models, earnings previews and peer comparison across more than 20 midstream companies. Every assumption behind a forecast is shown, so a difference between your number and ours is something you can trace rather than argue about.

What is in it?

  • Peer Comparison Tool
  • Individual Company Coverage

Commodity Coverage

The fundamentals underneath the financials

Company financials move on commodity fundamentals, not in isolation. Supply and demand forecasts across natural gas, crude and NGLs feed the same models that cover the companies you are looking at.

What is in it?

Asset-level Intelligence

The pipeline, plant or system behind the number

Throughput, rig activity and utilization tied to the company financials they drive, across geographies most models treat as a single line item.

What is in it?

Asset-level Market Data

The filings, structured

FERC, RRC and other regulatory filings across more than 1,000 pipelines and midstream assets, structured so you can calculate returns and benchmark performance yourself rather than read someone else’s summary.

What is in it?

  • FERC Form 2
  • FERC Form 6
  • FERC Index of Customers
  • FERC Return Calculator

Built on analysts, not just a dashboard

Every number here comes with someone who can defend it. When a dashboard raises a question the data alone cannot answer, East Daley’s midstream analysts are a call away. Not a support ticket, a conversation.

What the models cover

More than 1,300 assets

22 public midstream companies

More than 1,000 pipelines and midstream assets covered by FERC, RRC and other filings

Capital Intelligence (Energy Financial Analytics) FAQs

Capital Intelligence is East Daley Analytics’ suite of energy financial and market analysis, tying detailed midstream operational data, production, pipeline flows and rig activity, to asset-level financial metrics for more than 20 midstream companies. It is built so market trends and company performance can be assessed side by side rather than as two separate research exercises.

Energy-focused financial professionals and strategic decision-makers: investment analysts, portfolio managers, investment bankers, and corporate strategy executives in oil and gas. If you value midstream assets, pick winners and losers among energy companies, or forecast how market shifts hit financial performance, it is built around that work

Separate. Capital Intelligence used to sit inside the Commodities section and now has a page of its own. Commodity coverage is one of its four parts, because company financials move on commodity fundamentals rather than in isolation, but Commodities is where you go for natural gas, crude oil and NGLs on their own.

Yes. Capital Intelligence is delivered via the Energy DataStudio® platform, which is where the equity dashboards, commodity data, asset-level models and related reports all sit.

Most financial data providers give you reported financials. Capital Intelligence links physical market reality, pipeline flows, rig counts and production forecasts, directly to the financial projections, with the assumptions exposed rather than buried.

East Daley Analytics aggregates data from FERC, state agencies, EIA and company reports, cross-checking one source against another, and reconciles its asset-level projections with companies’ reported financials each quarter. Clients can see the inputs and assumptions rather than take a number on trust

Weekly for operational data, monthly for larger releases and comparative dashboards, and quarterly for full financial model updates and earnings-season reviews.

Yes. Subscribers can reach East Daley’s midstream analysts directly to interpret the data, walk through an assumption or navigate the platform. Not just software, but the expertise behind it.

Yes – East Daley prides itself on offering not just data, but partnership. Capital Intelligence subscribers can reach out to our expert midstream analysts for help interpreting the data or navigating the platform. For instance, if you have a question about why our forecast for a certain pipeline’s volumes differs from a competitor’s estimate, our team will walk you through our assumptions (perhaps we know of a new plant coming online that others missed). Or if you need guidance on how to best use a particular dashboard, we’re there to assist. Essentially, we don’t just hand over a platform and leave you to it; we actively support our users so they can extract maximum value and make the best decisions. This white-glove support is an important differentiator – you’re leveraging not just software, but also the collective expertise of East Daley’s analysts.

We maintain a rigorous data validation process, combining multiple data sources and expert oversight. On the operational side, we aggregate data from FERC, state agencies, EIA, and company reports to build our asset models, cross-checking one source against another. For instance, pipeline throughput might be verified by both shipper data and receiver data where available. Financially, we reconcile our asset-level projections with companies’ reported financials (SEC filings) each quarter to true-up our models. Any discrepancies are investigated by our team. Importantly, East Daley’s methodology is transparent – clients can see the data inputs and assumptions in Energy Data Studio®, which provides confidence that numbers aren’t coming from a black box. By triangulating public data with our own models and continuously updating, we ensure the insights you get are both reliable and current.

Yes, Capital Intelligence is delivered via our Energy Data Studio® platform as the hub for all this analysis. Through Energy Data Studio®, you can access the Equity Coverage dashboards, commodity supply/demand data, asset-level financial models, and all related reports. The platform allows you to toggle between views – for example, jump from a company’s summary page into detailed asset data or into a commodity trend that’s impacting that company. If you’re new to East Daley, the best way to get started is to request a demo of Energy Data Studio® focused on Capital Intelligence. That way, you can see firsthand how the interface works and how the data is organized around your use cases. Once onboard, you’ll have a login to access all the content online, and you can also download data or reports as needed for offline analysis. Of course, our team will be on hand to ensure you’re getting the most out of the platform from day one.

Related Links

Built on the same asset-level data, with the analysts who help you use it

Capital Intelligence connects the physical and financial sides of midstream, so you are never defending a number you cannot explain.