Midstream Carries a Hidden Upstream Bet
Midstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…
Antero
Antero’s Growth Story Gets Drier
Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…
Enterprise Tests Limits of Expanded Neches River Terminal
Antero, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, Targa
Less than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal.
Antero’s Growth Story Gets Drier
Antero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, Targa
Antero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…
Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.
Permian Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.
Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens With Gas-Driven Strength
Kinder Morgan (KMI) opened the 4Q25 earnings season with a bang, reporting record earnings from its natural gas business. Enterprise…
Permian M&A: Consolidating the Edge to Fortify the Core
Midstream companies in 2025 accelerated efforts to vertically integrate amid rising industry concentration. This trend has driven a rotation of…
Gassier Permian Wells Prompt Investor Consternation, Midstream Opportunities
Hydrocarbon production in the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…