The Midstream Edge

7 EpisodesProduced by East Daley Capital

Welcome to East Daley's Midstream Edge (MEDGE) podcast, where we connect the molecules in the ground to the money that moves oil and gas markets. East Daley Capital is a leading oil and gas data and research firm that lives at the intersection of commodity fundamentals and midstream equity analysis.… read more

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Give Me Liberty or Give Me Red Oak (or both)!

June 13th, 2019

21:27

P66 threw a wildcard to the wind with its latest FID announcement for Liberty and Red Oak pipelines, which will materially impact multiple crude …

Propane Mo' Gain

June 10th, 2019

13:54

Propane spreads between Mont Belvieu and the Far East continue to exhibit price sensitivity from factors like traffic on the Houston Ship Channel, …

Not So Plain Jane PAA

June 3rd, 2019

16:25

Plains All American (PAA) is preparing itself for growth in a tight spread environment come YE2019 by offsetting northbound crude flow risk on Basin pipeline via 1) strategic interconnects on the Basin gathering system, …

Bakken BYOB - Blowing Your Own Basis

May 28th, 2019

16:03

According to East Daley's Crude Hub Model, Bakken basis is poised for a blowout by YE2019 - listen now to understand all the dynamics at play. 

Special guest: Matt Lewis

East Daley Capital is a research and data …

1Q2019 Earnings Review - BPL, TCP, NS, DCP, ET

May 28th, 2019

21:59

We're breaking down 1Q2019 earnings for some of the heavy hitters in the midstream space, diving into how 5 major players performed compared to consensus and compared to our in-house estimates.

Special guests: Matt …

What about WES? Thoughts post-APC buyout

May 20th, 2019

15:45

After the drawn out bidding war between Occidental (OXY) and Chevron (CVX) to purchase Anadarko (APC), we wondered what would happen to APC's …

BONUS: Midland & Bakken & DJ, Oh My!

May 18th, 2019

29:22

Basis differentials 101 - what's going on with the WTI Midland, Bakken and DJ basins? Are these basins at risk of crude takeaway constraints?

East Daley Capital is a research and data powerhouse that lives at the …

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