Strategic Oil and Gas Energy Financial Analysis

Capital Intelligence is East Daley’s suite of energy financial and market analysis tools designed to empower strategic investment decisions with real-time data. In essence, it marries detailed oil and gas operational data (production, pipeline flows, etc.) with asset-level financial metrics to give investors and corporate planners a 360° view. With Capital Intelligence, you can assess market trends and company performance side by side – for example, evaluating how commodity supply changes will impact a midstream company’s earnings. It’s a comprehensive approach that helps you spot “golden opportunities” ahead of the competition by using unbiased data-driven insights.

Capital Intelligence is tailored for energy-focused financial professionals and strategic decision-makers – think investment analysts, portfolio managers, investment bankers, and corporate strategy executives in the oil and gas sector. If you’re responsible for valuing midstream assets, picking winners/losers among energy companies, or forecasting market impacts on financial performance, this service is for you. It provides the data transparency and expertise that someone like Emily (a CSO) would need for high-level decisions, and the granular detail that Alex (an analyst) would use to back up forecasts to leadership. Essentially, anyone looking to connect the dots between operational metrics and financial outcomes in energy markets will find value in Capital Intelligence.

East Daley’s Capital Intelligence offering is multi-faceted, including:

• Equity Coverage: deep-dive comparative analysis of 20+ midstream oil and gas companies, highlighting under- vs. over-performers. You get company-specific models, earnings previews, and a peer comparison tool to benchmark financial and operational metrics.
• Commodity Coverage: comprehensive supply & demand reports and forecasts for commodities (natural gas, crude, NGLs) so you can tie macro market movements to investment decisions. This ensures your financial models reflect the latest market fundamentals.
• Asset-Level Intelligence: granular insights into individual assets (pipelines, plants, etc.) and their performance across geographies. For example, you can assess how a specific pipeline’s volumes and tariffs contribute to a company’s cash flow, or evaluate a region’s infrastructure constraints in financial terms.
• Asset-Level Market Data: large structured datasets of operational and regulatory data (FERC filings, throughput volumes, etc.) on midstream assets, which you can use to calculate returns or benchmark asset performance across companies.

Each component works together to give a holistic view of the energy value chain from a financial perspective.

East Daley’s Capital Intelligence goes beyond standard Wall Street data by directly linking physical market realities with financial outcomes. Traditional providers might give you past financials and consensus estimates, but we integrate real-time operational data – like pipeline flow trends, rig counts, and production forecasts – to inform those financial projections. We also provide full transparency in our models (you can see all our assumptions and even adjust them), which is rare among financial research firms. In short, we don’t treat the company P&L in isolation; we show how commodity volumes and infrastructure dynamics feed into earnings, and we do it in a very open, model-driven way. This gives you an edge in understanding the “why” behind a company’s performance – not just the reported numbers.

Yes, one of the strengths of our approach is identifying where our view on a midstream company differs from the market consensus. We maintain detailed financial models for each covered company and often find that our asset-level methodology yields different EBITDA forecasts than sell-side consensus. Our East Daley vs. Consensus analysis quickly highlights these differences, so you can see if, for example, we anticipate higher throughput on a key pipeline leading to above-consensus earnings for a certain operator. In the past, our forward-looking calls – grounded in on-the-ground data – have given our clients a heads-up on earnings surprises. In essence, by using Capital Intelligence, you can spot mispriced equities or credit situations by leveraging our independent view of the fundamentals driving each company’s performance.

We keep Capital Intelligence data fresh on a weekly, monthly, and quarterly basis. Weekly updates feed in the latest operational data (such as pipeline flow updates, rig count changes, etc.) to our models. Monthly updates roll in larger data releases like company-operational reports or EIA stats and refresh our comparative dashboards. And quarterly, we fully update the financial models and publish in-depth reviews around earnings season for each company (including preview reports and post-earnings analysis). This frequent update cadence means our platform reflects current conditions – so whether you’re making a quick trading decision or doing a long-term valuation, you’re working off the most up-to-date facts and figures.

Capital Intelligence primarily focuses on midstream (pipeline, processing, storage) companies, but it absolutely considers upstream and downstream factors in its analysis. We assess how upstream production trends and downstream demand affect midstream asset utilization and company cash flows. For example, if upstream drilling in the Permian slows, we’ll project the impact on gathering pipeline volumes and downstream export terminal throughput for the midstream firms involved. Likewise, if refining or petrochemical demand swings, we incorporate that into throughput and rate assumptions. We also provide data on some upstream and downstream assets to give context (our platform has hundreds of upstream and downstream assets in the database). The goal is to ensure you’re evaluating midstream investments with full knowledge of the broader supply chain – from wellhead to burner tip – rather than in a silo.

Definitely. One of the core uses of Capital Intelligence is to benchmark companies and assets against each other. Our Equity Coverage includes a Peer Comparison Tool that lines up key metrics (volume growth, margin per barrel, contract mix, etc.) across all covered midstream companies. This makes it easy to see who is outperforming and who is lagging on an operational basis. We also aggregate a massive amount of asset-level data – over 1,000 pipelines and midstream assets – so you can compare asset performance, efficiencies, and even compliance (via FERC metrics) across the industry. For valuation, you can use our models to stress test a company’s value under different scenarios (e.g., changing volume or tariff assumptions for a pipeline) since we expose the levers in our financial models. All of this helps investors and corporate teams identify strengths, weaknesses, and realistic valuations grounded in actual asset data rather than broad industry averages.

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.