Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for South Bow. The company’s marketing segment has faced…
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Real analysts. Real commentary. No corporate spin.
The Daley Note
Daily insights that lead.
Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P Network
Targa Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for South Bow. The…
Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P Network
Targa Resources is constructing several gas pipelines in the Permian to better connect the company’s…
Targa’s Galena Park Disruption Opens Door for Competing Exporters
An outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global…
The NGL Insider
Market shifts before they hit the headlines.
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …
Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ET
Targa Resources (TRGP) on March 18 declared a force majeure at …
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …
Galena Park Disruption Widens LPG Arb, Shifts Advantage to EPD and ET
Targa Resources (TRGP) on March 18 declared a force majeure at …
Ethane Crackers Gain Ground as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher since tensions with Iran escalated, but…
Crude Oil Edge
Weekly intelligence on flow, price, and constraints.
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a…
US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of…
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The Burner Tip
Weekly updates on market shifts, pricing trends, and infrastructure.
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as…
Double E Expansion Targets Missing Link in Permian Growth Story
Summit Midstream (SMC) aims to fill this breach with a…
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as…
Double E Expansion Targets Missing Link in Permian Growth Story
Summit Midstream (SMC) aims to fill this breach with a…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned and operated by TC Energy (TRP) that spans…
Dirty Little Secrets
Annual deep dive on what most people miss.
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