PAA Sells NGL Assets for $3.75B. Who’s Next for the All American Team?
Plains All American will inject ~$3.0B of proceeds into its war chest following the announced sale of its Canadian NGL…
What’s Driving LNG Supply and Demand?
Optimize your decision-making with comprehensive LNG forecasts and robust data analysis that ensure long-term strategic alignment.
- 3-year Henry Hub Spot Price Forecast vs Forward Curve
- Lower 48 Macro Supply vs Demand Forecast
- Monthly Production Numbers
- Demand Forecast Including LNG Project Projections
- Storage Inventory Projections
- Production by Basin
- Power Burn Projections
- LNG Outlook
- Storage Inventory vs Price Charts
Get informed data and expert analyst backing to help you make confident decisions about your LNG products. Leverage informed data and expert analyst insights to make confident decisions about your LNG products.
Where Will Data Center Growth Impact Gas Markets Next?
The expansion of data centers across the US and their increases in energy consumption over recent years are putting pressure on oil and gas production and demand in unprecedented ways.
With the Data Center Demand Monitor’s added features to Macro Supply and Demand, you can clearly see how data centers are influencing demand, production, and transportation with intuitive visualizations and actionable insights.
Data Center Demand Monitor
Included in your Macro subscription—at no extra cost.
Expect the unexpected and take your natural gas forecasts further.
With up-to-date data on nearly 300 projects and a curated “short list” of the most promising projects based on capital allocation and satellite imaging, you can:
Make Data-Driven Decisions With Confidence
Get a clear picture of oil and gas market exposure to data centers at macro, company, and asset levels.
Gain a Competitive Edge with Deeper Demand Insights
Precisely identify opportunities with a bottom-up approach to quantifying the effects of data centers on demand.
Anticipate and Capitalize on Oil and Gas Market Shifts
Confidently predict where data center demand is expected to materialize with projects cataloged by county.
How Are LNG Exports Shaping Supply and Demand?
The LNG dashboard is a tool that allows users to understand East Daley’s LNG export forecast, which directly informs our Macro Supply and Demand outlook and basin production forecasts.
The product is updated monthly, aggregating publicly available data on regulatory status, construction progress, and contracting.
Discover peace of mind with our streamlined approach to data organization and forecasting. We simplify the complexities of project tracking so you can focus on what matters most. From tracking facility construction to projecting capacity, we provide clarity and transparency so you can make informed decisions with confidence.
Overcome the Challenge of Forecasting LNG Demand
Take into account a wide range of factors that influence LNG exports and demand, including weather patterns, economic growth and activity, regulatory changes, and shifts in energy consumption patterns, and gain valuable insights into how demand for natural gas is likely to evolve over time.
Intrastate & In-Basin Production
Combining G&P Infrastructure with well and rig data to get the most comprehensive view on LNG production.
Expert Analysis
Speak to an expert who is ready to help you understand the “why” of it all. Subscribers have access to some of the best in the field to guide you.
Data and Analytic Price Forecast
Production tracked through thousands of infrastructure asset data points, combined with demand projections to get forward-looking LNG price forecasts.
How to Use the LNG Tracker and Export Stack
Understanding US LNG and natural gas export dynamics has never been so easy.
MIDSTREAM
Use this product to see when you might expect to see increased utilization on egress pipelines. You can also use it to see mismatches in LNG supply and demand and the potential to build a new pipeline or compression.
PRODUCER
Understand future LNG export and demand potential in the Southeast Gulf and Texas market. Also to know if this demand is going to be changing, or accelerating in the near future. It gives you an indication of both price and how much market share you could potentially capture with the production.
PRIVATE EQUITY
Monitor the projects you are invested in and those of your competition across the infrastructure landscape to decide how to deploy capital in the future. From the analyst level on up, this report keeps your LNG outlooks organized so you don’t have to chase down data.
Start Forecasting Smarter Today
When you subscribe, you get it all:
Monthly Macro S&D Report, LNG Tracker & Export Stack, Data Center Demand Monitor, LNG SPA Tracker, Archived Data Sets, Access to Analysts
Subscription Plans
MACRO SUPPLY AND DEMAND
Individual
Monthly Subscription
This is for individuals, not company access! Gain access to our monthly Macro Supply & Demand, Data center Demand Monitor, and LNG Tracker & Export Stack as well as our archived reports and data sets from previous months. This subscription type is month to month. Cancel anytime.
MACRO SUPPLY AND DEMAND
Individual
Yearly Subscription
This is for individuals, not company access! Gain access to our monthly Macro Supply & Demand, Data Center Demand Monitor, and LNG Tracker & Export Stack as well as our archived reports and data sets from previous months. This subscription type is for the year.
MACRO SUPPLY AND DEMAND
Company access
Group Rates
If your company is interested in receiving access to our Macro as well as our Regional and Basin Supply & Demand Forecast reports and data sets fill out the form below to get in contact with our team.
Gas and Midstream Weekly: Stay on the Right Side of the Market
This new periodical combines the strengths of Hart Energy’s journalistic reporting and analysis on natural gas, LNG, and midstream energy and deal-making with East Daley Analytics’ deep research and intelligence of hydrocarbons, storage, and transportation.
Published every Thursday morning, this new powerhouse newsletter is an interactive and enlightening read highlighting breaking news, exclusive interviews, videos, charts, maps, and more.
The newsletter utilizes East Daley’s Energy Data Studio® tools for natural gas predictive analytics with Hart Energy’s Rextag mapping tools to present a holistic view of pricing triggers, infrastructure growth, pipeline and processing bottlenecks, regulatory and legal hurdles, and the inevitable solutions.
The Daley Note
Daily insights that lead.
The NGL Insider
Market shifts before they hit the headlines.
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
Dirty Little Secrets
Annual deep dive on what most people miss.
Upcoming Events
Energy market insights.
Upcoming Events
Energy Market Insights
LDC Mid Continent
September 8 - September 10
Speaking, Attending
LDC Gulf Coast
October 13 - October 14
Speaking, Attending, Exhibiting
