East Daley Analytics – Dissecting the Energy Value Chain
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Diry Little Secrets Webinar

Dirty Little Secrets Part 2: Take Me To The Gulf

 

Natural Gas | Crude Oil | NGL | Capital Intelligence

December 4th | 10 AM MST – REGISTER TODAY!

Commodity Markets Right....Equity Markets Wrong - Here is Why You Should Pay Attention! 

In Part 2 of our exclusive series, we dive into the Gulf Coast—where upstream production and downstream infrastructure converge, creating a volatile and opportunity-rich environment. With daily production shifts in crude, natural gas, and NGLs, understanding how these commodities interact is key to uncovering hidden profit potential. 

Key Takeaways: 

  • The Gulf Coast as the epicenter of U.S. energy dynamics 
  • How to spot lucrative opportunities across crude, nat gas, and NGLs 
  • Insights into upstream and downstream strategies specific to the region 
  • The critical role of infrastructure in driving commodity flows 
  • How to position yourself to profit from market shifts

DIRTY LITTLE SECRETS PART 1: DON'T BALK AT THE BAKKEN

 

Coming January 2025: New Bakken Product!

East Daley Analytics' new Bakken product provides a comprehensive view of crude oil, natural gas liquids and natural gas volumes across the Bakken within Energy Data Studio. With both macro and micro perspectives, you can easily zoom out to see the big picture or drill down to analyze individual pipelines. Discover profitable opportunities throughout the energy value chain with key insights into upstream and downstream production strategies, infrastructure developments, and shifting commodity flows. Position yourself to capitalize on emerging energy trends and make informed, strategic decisions across all commodities.

 

Meet DLS 2025’s Speakers: 

 

ajay

Ajay Bakshani
Director of Analytics

abakshani@eastdaley.com

 

Chris

Chris Noonan
VP of Sales and Marketing

cnoonan@eastdaley.com

 

rob

Rob Wilson
VP of Product

rwilson@eastdaley.com

 

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Dirty Little Secrets 2025 Written Report: (COMING SOON)

The full written report will be available in December 2024. It will go beyond the webinar discussions, providing a deeper analysis of the topics covered, including:

  • How commodities are intertwined: Understand the intricate relationships between different energy commodities and why monitoring them closely is essential for making informed decisions.
  • Identifying opportunities: Learn how to spot profitable opportunities by analyzing both macroeconomic and microeconomic trends across the U.S. energy market.
  • Market dislocations: Gain insights into the disconnects between commodities and equity markets, and how these gaps can create valuable trading opportunities.
  • Exclusive strategies: Discover actionable strategies to capitalize on the dynamic, interconnected nature of the oil and gas markets.

 

 

East Daley's Methodology

At East Daley Analytics, our methodology revolves around integrating disparate data points to deliver accurate insights into energy production and infrastructure across the U.S. We integrate weekly rig data, monthly production figures, and quarterly financials to provide a comprehensive view of energy production and infrastructure in the U.S.—from wellhead to demand centers.

 

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Unique Rig and Well Assignments

Since 2015, we’ve been assigning wells and rigs to gas gathering and processing systems on a weekly basis. This extensive historical data provides a foundational data point for our production forecasts, ensuring precision in tracking production trends.

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Granular Production Models

We analyze rig counts, well allocations, and forecasted production by basin, starting at a regional level (e.g., Permian Basin) and drilling down to individual systems. By tying rig activity to commodity output (Crude, Natural Gas, NGLs), we create detailed production curves aligned with market forward curves.

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System-Level Forecasting

For each G&P system, we integrate plant inlet and flow data, capacity announcements, and historical trends. This allows us to forecast individual system performance accurately. Our ability to tag state and county-level data to these systems sets us apart, providing a granular understanding of system-level dynamics.

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Comprehensive Pipeline and Plant Data

We map the flow corridors of pipelines, connect them to price dynamics, and analyze constraints to forecast future production and system volumes. Our models account for capacity limits, contract roll-offs, and transportation bottlenecks.

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Asset-Level Financial Integration

We model companies down to an asset level, incorporating quarterly financial data to refine our volume forecasts. By comparing financial reports with operational data, we continuously calibrate our models to ensure our volume metrics are both accurate and forward-looking.

LAST YEAR’S DLS: VOLATILITY WILL CONTINUE UNTIL MORALE IMPROVES RECORDING

GET A PREVIEW OF 2024’S DIRTY LITTLE SECRETS

From crude and NGL forecasts to midstream oil and gas industry outlooks, get a taste of our insights into the upcoming 2024 industry landscape with our weekly DLS preview articles:
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OUR METHODOLOGY

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Remember:

  • Bullets are great
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NGL Roundup

Seamlessly linking our NGL supply forecasts with downstream markets, these reports provide asset-specific intelligence, encompassing pipeline and fractionation volumes, as well as rates.

We meticulously monitor midstream flows from processing plants to fractionation centers, preemptively identifying infrastructure bottlenecks ahead of market awareness.

SUBSCRIBE TO NGL ROUNDUP

OIL AND GAS CONSULTING SERVICES

Get the wisdom you need to make the most out of the data at your fingertips. Our unique data and analytics service provides oil and gas market insights you can’t find anywhere else.

Learn More About Consulting Services

Consulting Project Types

  • Due Diligence

  • Market Study

  • Debt Investment

  • Custom Data & Presentations

  • Strategic Analysis

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Dirty Little Secrets FAQs

Who is Dirty Little Secrets for?

Dirty Little Secrets is our exclusive, invite-only annual live webinar and report report for industry professionals and clients in the oil and gas sector who are interested in staying updated on North American midstream market trends and developments. 

This report caters to people who are interested in knowing how the events of the previous year may affect business opportunities in the coming year so they can prepare their oil and gas outlooks,  and maintain their edge over competitors.

Can I get this year’s Dirty Little Secrets report if I miss the webinar?

If you miss the live Dirty Little Secrets webinar, you can still download the report afterward. We release a new Dirty Little Secrets report in December of every year following the webinar. 2024’s DLS was published in December, 2023. Likewise, 2025’s DLS will go live in December, 2024. Stay tuned!

How much does Dirty Little Secrets cost?

This year’s Dirty Little Secrets webinar and previous years’ reports and recording are provided completely complementary to industry professionals and clients. We believe in sharing valuable insights and predictions to benefit the industry, and DLS is one of our many free resources to help professionals gain a clear and competitive oil and gas industry outlook.

However, we offer a plethora of other premium subscription options. These products, including the Energy Data Studio™, Crude, Natural Gas, and Natural Gas Liquids, offer more comprehensive access to East Daley insights and additional features.

Are previous years’ Dirty Little Secrets reports and webinars available?

You can find previous DLS webinar recordings, along with other webinars and informative video breakdowns, available for free on the East Daley Analytics YouTube channel. For overviews of past DLS reports or to inquire about access to future DLS installments, contact us.

How can I contact the Dirty Little Secrets support team?

If you have any questions, feedback, or support inquiries regarding Dirty Little Secrets, feel free to reach out to our support team by sending us a message via our contact page. We would be happy to assist you.

Elevate Your Insights and Uncover the Oil and Gas Market’s Dirty Little Secrets With East Daley Analytics.

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