New data and analysis offering from East Daley ties together the U.S. crude oil, natural gas liquids (NGLs) and natural gas markets through a wholistic lens, yielding an unprecedented cross-commodity view, leveraging East Daley’s largest database of energy assets.
Centennial, CO – July 10, 2018 – East Daley Capital Advisors, Inc., an energy information and insights provider that is redefining how markets view risk for midstream and exploration and production (E&P) companies released a new suite of products and tools that analyze and forecast the supply dynamics of the U.S. crude oil, NGLs and natural gas markets.
The new Commodity Insights Package™ provides a wholistic, cross-commodity market view comprised of energy fundamentals and asset-level infrastructure analysis of the interplay between commodities and the companies that produce and transport commodities. A key component of the new offering is the analysis on processing and transportation capacity constraints.
“Due to the highly-integrated market for U.S. crude oil, NGLs and natural gas, you can no longer conduct energy commodity analysis in silos,” said Justin Carlson, VP and Managing Director, Research at East Daley Capital. “To properly do the analysis, you need to understand how oil and gas companies are organized, analyze the commitments of those companies to the supply chain and their investors and then how those commitments impact assets. At East Daley, we balance the analysis of company assets with commodity fundamentals to develop the best possible market view – and that’s the purpose behind the Commodity Insights Package™.”
The new Commodity Insights Package™ analyzes the Permian, Northeast, Bakken, Gulf (onshore), Anadarko and Denver-Julesburg producing regions in the U.S. from the wellhead to the market delivery point. Four of the six regions are now available including data files and analysis, with more coming online in July. Crude oil, NGLs and natural gas are analyzed collectively, as crude oil production can directly impact the production of NGLs and natural gas. This new analytics package provides analysis on processing and transportation constraints, compares rigs to completions, forecasts system-level production growth, enhanced contract analysis and reviews the impacts of new infrastructure.
“The processing and transportation capacity constraint analysis in the Commodity Insights Package™ will be highly-valued by our clients,” said Carlson. “As we say at East Daley, to understand how and why oil and gas companies operate the way they do, then we must understand the market. But, to understand a company, we must understand the assets. And finally, to understand the market, then we must understand the assets. It’s a very complex and circular relationship and helping clients synthesize and understand compounding market dynamics, ultimately reducing risk, is our specialty at East Daley.”
Contact East Daley for more information on the new Commodity Insights Package™.
East Daley has the largest asset database of U.S. energy infrastructure tied to EBITDA and its patent-pending production allocation model, combined with in-depth analysis, brings greater transparency to the energy and commodity financial market by providing investors and market participants with deeper, more accurate data to inform their investment and strategy decisions.