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A podcast series about starting over featuring conversations about the ups and downs of business, life and everything in between. Hosted by Nate DuFort
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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. For more information, please contact us at insight@eastdaley.com.
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Join us this week as we dissect the impacts of the Comstock - Covey Park acquisition as well as the world of possibilities that come with a potential sell-off of EPD's Corpus export terminal JV with Plains. Tickers: PAA, EPD, CRK Special guests: Matt Lewis & AJ O'Donnell East Daley Capital is a research and data powerhouse that lives at the interse…
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Give Me Liberty or Give Me Red Oak (or both)!
21:27
21:27
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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 basins around the country, including the Bakken, Guernsey, DJ, Cushing, and Patoka markets. Wrap your head around all the moving pieces with our special bonus episode. Special guest: Matt Lewis East Daley …
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Propane spreads between Mont Belvieu and the Far East continue to exhibit price sensitivity from factors like traffic on the Houston Ship Channel, the summer shoulder season, and the availability of LPG export docks out of the US Gulf Coast. Today we get the lay of the land on propane spot prices and spreads, as well as the impact to midstream equi…
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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, and 2) its latest JV with Delek (DK) to expand the Red River pipeline. Hear the latest from our PAA analysts. Special guests: Rob …
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Bakken BYOB - Blowing Your Own Basis
16:03
16:03
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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 powerhouse that lives at the intersection of oil and gas fundamentals and midstream equity analysis. This podcast is not intended to offer …
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1Q2019 Earnings Review - BPL, TCP, NS, DCP, ET
21:59
21:59
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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 Lewis, Rob Wilson, Zack Van Everan East Daley Capital is a research and data powerhouse that lives at the intersection of oil and gas f…
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What about WES? Thoughts post-APC buyout
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15:45
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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 subsidiary Western Midstream Partners (WES). Would OXY find enough synergies to justify keeping the MLP child or will it spin it off to another suitor? East Daley Capital is a research and data powerhouse tha…
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BONUS: Midland & Bakken & DJ, Oh My!
29:22
29:22
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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 intersection of oil and gas fundamentals and midstream equity analysis. This podcast is not intended to offer investment advice. Please d…
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#2 A Lot Can Happen in a Year
29:53
29:53
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29:53
In Episode 2, Nate realizes unemployment is a lot of meals and meetings and sits down with a master nutcracker craftsman, an asset manager and a radio host/producer for some insights. Credits:Host & Producer: Nate DuFortTheme Music: Vlad Berkhemer Logo: Matthew RoederAdditional music by: Steph Barrak www.stephbarrak.comSpecial Thanks To: Ellenor Ri…
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In Episode 1, Nate is quickly learning to cope with unemployment and talks to Andrew Alexander, CEO and Executive Producer of The Second City the prolific comedy theatre company that gave us Tina Fey, Stephen Colbert, Steve Carell, Bill Murray, Keegan-Michael Key and so many more. Credits:Host & Producer: Nate DuFortTheme Music: Vlad Berkhemer Logo…
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