Jaxson Fryer

About Jaxson Fryer

Lead Analyst at East Daley Analytics covering energy equity across crude oil, natural…

Experience

1. Energy Analyst - Capital Intelligence Team

   East Daley Analytics

   Jun 2025 — Present

   Build and maintain valuation models (DCF, dividend capacity, EV/EBITDA comps) that map infrastructure volumes, tariffs, and product spreads to EBITDA, FCF, leverage, and coverage. • Produce investment theses, earnings previews, and post-print bridges for midstream operators; translate operational moves (contracting, expansions, outages) into model deltas and per-share impacts. • Engineer Python/SQL pipelines that extract and normalize SEC/8-K/10-Q data, tariffs, and operating disclosures; join with proprietary flow datasets to drive forecast accuracy. • Construct basin-level throughput and pricing scenarios (Permian, Haynesville, Marcellus; crude/NGL/gas) with sensitivity to basis, utilization, ramp timing, and cost of capital. • Author client-ready research and dashboards consumed by portfolio managers, analysts, and PE deal teams for screening, relative-value, and risk management. • Coverage focus: pipelines, G&P, fractionation, storage, LNG feedgas/exports, NGL chains; catalysts include project start-ups, recontracting, rate cases, and M&A. • Tooling: Python, SQL/SQLite, pandas, EDGAR parsing, FRED curves, API integrations; automated reporting and KPI trackers for recurring client deliverables.

Education

• University of Colorado Boulder

  Master's degree

• Colorado School of Mines

  Bachelor's degree