East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand
 

The surge in Natural Gas Liquids (NGLs) is transforming the energy landscape.

East Daley Analytics broke down the fundamentals behind this explosive growth, with a focus on where it's coming from, how it's moving, and who stands to benefit.

Key Topics:

  • Basin Growth & Key Producers
    Pinpointing the basins driving NGL growth and the producers behind the volumes.
  • Infrastructure & Midstream Players
    Mapping the flow: How NGL volumes will move through critical infrastructure corridors.
  • Market Leaders in Focus
    • The Big 3: Enterprise Products Partners (EPD), Energy Transfer (ET), and Targa Resources (TRGP)
    • The Fast-Gaining 3: Phillips 66 (PSX), MPLX, and ONEOK (OKE)
  • Tariff Impacts on the NGL Value Chain
    We’ll revisit the last tariff/trade war with China and evaluate how current or future tariffs could impact Permian production, NGL storage dynamics, and broader export economics.
  • Crude, Gas & NGLs – Interconnected Like Never Before
    Understand how today’s production and infrastructure strategies hinge on recognizing the tight interlinkage between crude oil economics, natural gas egress, and the export potential of propane and butane.

Webinar SpeakerS

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Chris Noonan

Chief Revenue Officer

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JULIAN RENTON

Energy Analyst

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Who Is East Daley?

At East Daley Analytics, we provide the most comprehensive and actionable insights into the energy sector. With a focus on midstream and upstream energy markets, our team delivers unmatched expertise through data-driven analysis, reports, and innovative solutions. Our webinars are designed to offer industry professionals the latest trends, market dynamics, and key insights to help them make informed decisions in a rapidly evolving energy landscape. With our commitment to transparency and accuracy, East Daley helps you navigate complex energy markets with confidence.

East Daley’s Areas of Expertise

Our Methodology

Granular Asset-Level Data

Deep, detailed tracking of energy assets across the midstream and upstream sectors for accurate and specific market insights.

Market Supply and Demand Forecasting

Projections based on real-time data and historical trends to provide accurate future outlooks.

Commodity Flow Analysis

Detailed analysis of commodity flows to identify market shifts and critical supply chain bottlenecks.

Earnings Model Integration

Incorporating company-level earnings with market data to create a full picture of financial performance in the sector.

Scenario Modeling

Using scenario-based analysis to test potential outcomes for market developments, helping clients assess risk and make strategic decisions.

Real-Time Market Monitoring

Ongoing monitoring of key indicators and market changes to ensure clients receive timely, relevant updates.

NGL INSIDER

18 Apr
New Refining Rule to Lift Butane Production
Posted By: East Daley Analytics
Executive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig count increased...
11 Apr
Tariff Battle Poses Risk to ’25 Propane Outlook
Posted By: East Daley Analytics
Executive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following a...
4 Apr
Negative Waha Prices Set to Lift Ethane Recovery
Posted By: East Daley Analytics
Executive Summary: Infrastructure: Waha natural gas prices have turned negative, setting up the ethane market for increased supply this spring. Rigs:...
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