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Receive Genscape estimates of daily throughput volumes for major value determining assets of 23 midstream companies

Measure company performance against expectations with frequent updates provided by proprietary Genscape analysis and sensors

Whether you are considering initiating a new equity or debt position, or monitoring an existing holding, prices are tied to company-level supply-side fundamentals. With an accurate, bottom-up analysis of fundamentals-based price drivers, market participants can make more confident, informed trading decisions when timing matters.Midstream.PNG

Using Genscape's patented analytics, Equity Midstream Insight provides daily throughput estimates for 23 midstream companies for their respective regions. The data shows the strong correlation of the actual company reported numbers versus Genscape’s raw production estimates. Commentary on major changes are provided each week. This data is sent out once a week on Wednesdays, at 11am CT.

Midstream company valuations can be based heavily on collection of spot or market volumes above fee based take-or-pay volumes. Combining a read of near real-time throughput ahead of quarterly earnings using Genscape’s proprietary sensors to gain insight into both present and future value.

PRODUCT OVERVIEW

Delivery: Email Reports and Data in Excel Spreadsheets

Frequency: Daily Data delivered Weekly, Quarterly Recaps and Analysis of Earnings

Locations: North America

Subscribe: Call 866 292 8060

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The Equity Midstream Insight service features:

  • Weekly update of daily estimated throughput of 23 midstream companies, which correlates with company revenues and is otherwise only available quarterly. 
  • Genscape's Equity Production Insight is the only service which can provide this data, using Genscape's proprietary sensors
  • Quarterly production data and guidance updates for more than 100 E&P companies, representing half of the total gas production in the Lower 48 and substantially all publicly traded E&P companies, with historical data since 2006
  • Quarterly breakeven and economics report which covers all active horizontal plays in the Lower 48
  • Quarterly hedging data file that includes a three year outlook for active hedges disclosed in company filings with both options and swaps positions summarized into average hedged price for both oil and gas
  • Capital expenditure vs. production data including available FY capex guidance and associated production guidance of E&P companies, delivered quarterly during earnings season
  • Daily earning call notes during earnings season highlighting key management comments, delivered via email, with a summary of all notes at the end of the season available in an Excel file for easy sorting and filtering 

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Benefits of the Equity Midstream Insight service:

  • Gain clarity into individual company’s throughput at an asset level on a weekly basis to understand the impact on quarterly earnings and production levels
  • Inform investment decisions and risk/reward calculations with granular data and analysis for midstream companies
  • Gain insight into daily volume trends to inform portfolio management strategies

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Midstream coverage includes: 

1. OneOk (Bakken)

2. Markwest (Appalachia, Northeast Other, West Texas & Western Oklahoma)

3. DCP Midstream Partners (DJ Basin, Eagle Ford, East Texas, Gulf Coast & Mid Continent)

4. Rice Midstream (Appalachia)

5. Cone Midstream (Appalachia)

6. Williams (Appalachia)

7. Targa Resources (Permian)

8. Crestwood, Fayetteville (PRB)

9. EQT Midstream (Appalachia)

10. Kinder Morgan, Bakken, Colorado, Double Eagle, Double H

11. Energy Transfer (Appalachia)

12. BlueRacer Midstream (Appalachia)

13. Enable Midstream (Anadarko Basin)

14. Hess Midstream (Bakken)

15. Tallgrass Energy (Pony Express)

16. TransCanada (Keystone)

17. Enbridge (Canadian Mainline)

18. SemGroup (White Cliffs)

19. Spectra [Enbridge] (Express, Platte)

20. Magellan Midstream (Bridge Tex)

21. Enterprise Products Partners (Seaway, Twin)

22. Plains All American (Bridge Tex, White Cliffs)

23. Western Gas Partners (Wyoming, DJ Basin, Utah, Delaware & Permian)

    *New companies added on an ongoing basis

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