East Daley Analytics – Dissecting the Energy Value Chain
Move beyond daily samples and get ahead of the market
top-left-bg-img-3

1361234

 

What makes East Daley’s Capital Intelligence analytics so unique?

0
Assets
0
Asset Types
0
Commodities
0
Basins

East Daley Analytics Preview and Review Report

East Daley regularly updates Midstream Company Financials. Clients get access to Preview and Review Reports and Models on each company. This is an example of a previous report on Kinder Morgan.

 

oke mmp intro slide-1

Kinder Morgan on Energy Data Studio

The Energy Data Studio platform’s interactive dashboard allows users to easily navigate weekly, monthly, and quarterly updates to individual producers, midstream assets, and midstream company financials, providing flexibility for working with data. It is available through data downloads from the visual interface, in Excel files, or as direct data delivered into subscribers’ workflow via secure file transfer.

 

Mind the Gap in the Kinder Morgan Outlook

Kinder Morgan (KMI) is guiding to a strong performance in 2023, a somewhat surprising development given our perspective on the year ahead. In our company Blueprint Financial Model, East Daley is well under KMI’s outlook for 2023.

KMI released guidance for 2023 last Thursday (Dec. 8). The company expects EBDA of $8.2 billion, ~7% above East Daley’s current forecast of $7.65 billion in our KMI Blueprint (see chart). KMI attributes the gains to demand for gas transport and storage services, tariff escalations on liquids pipelines, G&P and products growth, as well as Jones Act tanker recontacting.

Read Full Article
kmi image corr

The Daley Note

Midstream Insights Delivered Daily

Subscribe
Time to Talk Dock Expansions? Northeast LPG Capacity Looks Tight

NGL production in the Marcellus and Utica (Northeast) hit a new high in 2Q24 and, reading the tea leaves, we expect output held at record...

Kinetik Expansion to Unlock Permian Supply

Kinetik (KNTK) is expanding its operations in New Mexico, and using the recently acquired Durango Midstream as a launch pad. KNTK is...

Move Over Tyson-Paul, the Real Warrior is Here

Energy Transfer (ET) could reach a final investment decision (FID) on the Warrior Pipeline within weeks, management said on the company’s...

Matterhorn Gas is Coming Your Way

Matterhorn Express Pipeline has quickly ramped gas volumes to the Katy hub outside Houston thanks to new pipeline interconnects. Matterhorn...

Natural Gas Weekly

Updates

Subscribe

Dirty Little Secrets

Annual Market Report

Download
Dirty Little Secrets banner
bottom-right-bg1