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Go beyond Traditional Data Models and Read the Market with Unprecedented Accuracy

Make Informed Investment Decisions Based on Real-Time Financial Insights

From identifying market trends and potential supply disruptions to opportunities for optimization, the ability to track upstream, downstream, and midstream oil and gas operations and assets with confidence is essential to seizing potential opportunities, weathering potential market volatility, and avoiding operational disruptions.

PSX announced a $2.2B acquisition that elevates the company’s status as one of a few major integrated NGL players. PSX is acquiring the following assets from EPIC:

  • An NGL long-haul pipeline connecting Permian Basin supply to Corpus Christi, Sweeny and Mont Belvieu demand markets along the USGC (see map below). The pipeline has a capacity of 175 Mb/d and will be expanded to 350 Mb/d.
  • A purity product distribution system that can move purity NGL products bi-directionally between Corpus Christi, Sweeny and Mont Belvieu. The asset system has a capacity of 450 Mb/d.
  • Two fractionation units near Corpus Christi with 170 Mb/d of capacity, expandable to 280 Mb/d.
  • East Daley believes the next move in integration musical chairs is for PSX to target G&P asset systems that feed EPIC and are not already owned by one of the large midstream companies. Four of these systems are in the Delaware and one is in the Midland.

Understanding the Entire Oil and Gas Supply Chain

  • Transportation

  • Storage

  • Processing

  • Marketing and Trading

Benefits of Using East Daley to Track the Oil and Gas Supply Chain

With East Daley’s Energy Data Studio®, you gain not only access to information on over 1,300 assets across 22 public midstream companies, but also insight on upstream, downstream, and midstream oil and gas operations from our team of experts, available at your fingertips, whenever you need it.


Dive deep into producers behind midstream assets, forecasts behind assets, rates behind assets, and competitive dynamics


Use oil and gas volumes to understand company financials and company financials to understand volumes


Look at midstream oil and gas assets with full transparency of assumptions, pricing, and volumes


Explore fully built, asset-by-asset financial models for over 20 midstream oil and gas companies in the US


Gain a comprehensive understanding of a company’s exposure to commodities, basins, and segments


Aggregate FERC, RRC, and other data across over 1,000 oil and gas pipelines and other midstream assets


Track and forecast rig activity of specific G&P systems and match asset-level data to SEC-reported financials


Enhance supply-demand and company cash flow forecasts by linking financial data and news to commodity data


Get access to our expert midstream oil and gas analysts for help navigating our data and making the best decisions

What makes East Daley’s midstream insights so unique?

1

Companies included in our Midstream Activity Tracker

1

Unique assets across our midstream company data sets

$1 B

Estimated 2023 EBITDA

Gain Strategic Insights with Capital Intelligence Products

Equity Coverage


Enhance Strategic Investment Decision Making


Get Deeper Insights Compared to Consensus Insights


Track Performance Trends for Specific Companies

Peer Comparison Tool

See the details in midstream oil and gas operations that your competitors could be missing. Bring financial data from over 20 oil and gas companies into a single summary product.

East Daley vs. Consensus

Gain unprecedented visibility into EBITDA. Compare our models of midstream companies with those of the consensus and see where our estimates differ the most at a glance.

Individual Company Coverage

Browse customized dashboards for each midstream company and get access to information about their midstream assets, earnings previews, and review reports and models.

Commodity Coverage


Forecast Commodity Trends Accurately


Reduce Stakeholder Uncertainty


Capitalize on Market Shifts and Opportunities

Natural Gas Supply and Demand

Macro Supply & Demand and LNG Tracker & Export Stack

Connect producers through processing, to pipelines for a complete, macro-view value chain analysis by basin, complete with visibility into micro constraints and relationships.

Basin and Regional Supply and Demand Reports & Data Sets

Connect producers through processing to pipelines for a complete value chain analysis by basin with a comprehensive macro-view with visibility into micro constraints and relationships.

Crude Oil Supply and Demand

Permian Supply & Demand

Understand Permian crude oil production, infrastructure and downstream demand covering crude oil egress routes, basin production growth, basin utilization and price impacts.

Bakken, Guernsey, DJ Supply & Demand

Get granular insights into crude pipelines across the Bakken-Guernsey-DJ region with straightforward commentary and forecasts updated weekly and interactive production models.

NGL Supply and Demand

Ethane Supply & Demand Report and Data Set

Gain invaluable insights into historical and forecasted supply and demand components for ethane, including crucial metrics on domestic supply, demand, and exports.

Propane Supply & Demand Report and Data Set

Easily explore historical and forecasted supply and demand components for propane including gas plant and refinery production, refinery propane production, domestic demand, and exports.

ASSET-LEVEL INTELLIGENCE


Ensure Accurate Asset Valuation


Reduce Stakeholder Uncertainty


Capitalize on Market Shifts and Opportunities

G&P Comparison Tool

Map out gathering pipeline and processing plants with an interactive tool that also shows capacity, throughput and rig count.Map out gathering pipeline and processing plants with an interactive tool that also shows capacity, throughput and rig count.

G&P System Analysis

Browse a user-friendly dashboard displaying historical and forecasted system detail of volumes, rigs and production.

G&P System Financials

Revolutionize how you scope and analyze multiple financial metrics and throughput forecasts for G&P systems across the US.

Rig Activity Tracker

Monitor asset risks, determine volume growth expectations, and more with our first-of-its-kind midstream rig activity tracker.

Producer to System Analysis

Break out a producer’s total production across every attached gathering system with monthly volume and utilization data.

Processing Plant Detail

Know where the insights driving your strategies are coming from with access to raw state-reported processing plant data.

Gas Pipeline Customer Contracts

Understand how gas pipelines are contracted with comprehensive analysis of oil and gas customer contracts across North America.

Crude Hub Model

Access accurate, dynamic crude oil forecasting based on the commercial dynamics of hub-to-hub flows.

NGL Hub Model

Track and forecast Y-grade NGL supply by basin with unprecedented accuracy, supported by our expert analysts.

Asset-Level Market Data


Ensure Regulatory-Compliant Decision Making


Maximize Investor Confidence in Capital Allocation Decisions


Benchmark Performance Against Industry Leaders

FERC Form 2

A quarterly and annual compilation of financial and operational information from major interstate natural gas pipelines and storage facilities subject to the jurisdiction of the Federal Energy Regulatory Committee (FERC).

FERC Form 6

A quarterly and annual compilation of non-GAAP financial and operational information from major interstate liquids pipelines subject to the jurisdiction of the Federal Energy Regulatory Committee (FERC).

FERC IOC

Access interstate gas pipeline contract data on all regulated US and Canadian assets with up-to-date compilations of the Federal Energy Regulatory Committee (FERC)’s Index of Customers (IOC).

FERC Return Calculator

A data set powered by our comprehensive collection of information on FERC regulated pipelines that provides midstream natural gas insights for pipelines across the US.

Connect With Our Capital Intelligence Team

Questions about East Daley Analytics’ crude oil products? Reach out to our team:

Zach Krause

Energy Analyst

Email:
[email protected]

James Taylor

Senior Energy Analyst

Email:
[email protected]

Go Beyond the Earnings Call

Access side-by-side financials, throughput, and asset data for 20+ midstream players.

Invest with conviction, not guesswork.