The Era of Cheap Ethane is Over
The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…
Anadarko
TMX Bought Canada Time – But the Next Pipeline Decision Is Approaching
Anadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSB
The Trans Mountain Expansion (TMX) relieved Western Canada’s crude oil bottleneck when it entered service in 2024, adding nearly 600…
As TMX Fills, Canada’s Next Wave of Midstream Projects Take Shape
Anadarko, ArkLaTex, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Green River, Haynesville, MountainWest, Northeast, Permian, Powder River, San Juan, South Bow, TC Energy, Uinta, WCSB
Western Canada’s pipeline outlook is returning to focus as crude production growth begins to absorb the spare capacity created by…
Falling Cushing Storage is a Warning Sign for Crude
Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12-year low, draining storage…
FERC Rate Adjustment Could Cut $1B+ from Pipeline Earnings
The Federal Energy Regulatory Commission’s latest reset of oil pipeline rates could wipe out more than $1B of annual EBITDA…
Private E&Ps Lead Early Rebound in Permian Drilling
East Daley Analytics expects private operators to drive most of the gains in US crude oil production in response to…
South Bow Confirms Prairie Connector Demand, Targets Mid-2027 Project FID
South Bow has secured 20-year binding commitments for its Prairie Connector project to move Canadian crude to US delivery points.
Offshore Projects Gain Urgency as VLCC Constraints Tighten
Geopolitical risks are accelerating demand for US crude exports, but future growth hinges on expanding offshore infrastructure to relieve Gulf…
Enbridge Project Wins Permit to Move Canadian Crude Through Bakken
A plan by Enbridge and Energy Transfer to move Canadian crude oil through the Bakken has cleared a key hurdle,…
Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the