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  • May 12, 2017 Bridges of Permian Country: In anticipation of growing crude production in the permian, Magellan Midstream Partners (MMP) and Plains All American Pipeline (PAA) decided to expand their JV, BridgeTex Pipeline, from 300Mb/d to 400 Mb/d without any additional committed volumes. (Tickers: MMP, PAA)……..  PRB’s Heritage Blend: Last week Heritage Midstream announced the acquisition of essentially all of …
  • May 5, 2017 Good Morning…Morning…Morning: Enable Midstream (ENBL) plans to ship rich gas volumes produced in the SCOOP/STACK plays south to ETP’s Godley Plant in the Barnett for processing…… Tell Me How to Think About That: As noted in East Daley’s Q1 paper Dirty Little Secrets, Enable Gas Transmission (EGT) has kicked off a large round of pipeline contracts …
  • April 28, 2017 Anadarko Colorado Impact: Anadarko Petroleum (APC) plans to shut- in 3,000 wells in the DJ Basin in response to a house fire that was within 200 feet of a well, which may have been the cause of the house fire that occurred on April 17th. APC’s decision to shut-in vertical production will reduce approximately 35 MMcf/d …
  • April 21, 2017 WPZ’s SuperNova: Williams Partners (WPZ) has agreed to sell its 88.46% stake in Williams Olefins, LLC to Nova Chemicals for $2.1 billion in cash. (Ticker: WPZ)……… Make Hay While the Sun Shines: Kinder Morgan (KMI) disclosed during their 1Q17 quarterly call they signed a new customer that plans to drill on the Kinderhawk system in the Haynesville. (Ticker: …
  • April 14, 2017 Rockies Express Doing Exactly What their Name Says: Rockies Express (REX) has contracted over 0.5 Bcf/d of short-term marketing contracts in March and April as market dynamics are forcing more Rockies gas to flow east into the Midwest……… DAPL Flexes Its Scale: Dakota Access Pipeline filed their initial tariff rates this week giving better insight on their competitive …
  • April 7, 2017 Waha Facts are the Facts, are the Facts?: The fact that Waha cash basis has weakened to ($0.30) behind Henry Hub so far in April signals that gas production is growing in the Permian…… Sitting on the Dock of the Bay: Enterprise Products Partners (EPD) announced two projects this week to transport and store ethylene on …
  • March 31, 2017 Pour Some Color On Me – Hess Midstream Partners (HESM) is going public this week after reporting adjusted EBITDA of $6.25 million during FY2016. The company is backed by 7-year MVCs for most of its assets, including the Tioga Gas Plant, and has additional dropdown potential. (Ticker: HESM)…….  Natural Gas Market Getting Tighter? Not So Fast …
  • March 24, 2017 KMI’s New Pipeline Got You Excited? Here’s Some Cold Water – Kinder Morgan announced this week a non-binding open season to build a 1.7 Bcf/d greenfield pipeline from Waha hub in the Permian to Agua Dulce in the Eagle Ford. On the surface the project appears viable, however, looking deeper into the production fundamentals throws …
  • March 10, 2017 One if by Land, Two if by Sea – At Enterprise’s 2017 Analyst Day, EPD provided new details on the proposed Centennial Pipeline conversion. (Tickers: EPD, MPC, SXL)..…….. Producers Staying Tru(deau) To Their Commitments – KMI announced this week that is has increased its cost estimate of the Trans Mountain pipeline expansion from $6.8B CAD to …
  • March 3, 2017 Soooo you’re saying there’s Another Pipeline Being Planned from the SCOOP/STACK? – On their Q4 2016 earnings call, ONEOK (OKS) announced that it was in talks with producers to build a 1.4 Bcf/day pipeline from the SCOOP/STACK area to Bennington Hub in SE Oklahoma. ONEOK’s pipeline will deliver volumes to Bennington, allowing producers to contract …