The Midstream Edge on RadioPublic

All Episodes

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

June 13th, 2019

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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