16Sep2026Appalachia Producers are Done Buying PipeAntero, Data Centers, EQT, MPLX LP, Natural Gas, Northeast, The Daley NoteLured by growing local demand, Appalachia gas producers are walking away from long-haul firm transportation. Utica producer Ascent Resources cut…READ
21Jul2026Midstream Carries a Hidden Upstream BetAntero, DTM Midstream, Energy Transfer, Enterprise, Equity, Kinder Morgan, The Daley Note, WilliamsMidstream has long touted its stable earnings stream, built on fee-based infrastructure contracted to ride out commodity cycles. In parts…READ
10Jul2026Antero’s Growth Story Gets DrierAntero, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note, WilliamsAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
19Jun2026Enterprise Tests Limits of Expanded Neches River TerminalAntero, Enterprise, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaLess than a month after startup, Enterprise Products is already testing the limits of the expanded Neches River export terminal.READ
12Jun2026Antero’s Growth Story Gets DrierAntero, Energy Transfer, Ethane, Natural Gas Liquids, NGL Insider, Northeast, Permian, Phillips 66, TargaAntero Midstream used its 1Q26 update to highlight a notable milestone: the first dry Marcellus gas pad in more than…READ
24Feb2026Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost EarningsAntero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsEnterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…READ
18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
10Feb2026Permian Plant Data Shows Rotation as Growth SlowsAntero, Bakken, Fundamentally Speaking, OneokGrowth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.READ
3Feb2026Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens With Gas-Driven StrengthAntero, Bakken, Fundamentally Speaking, OneokKinder Morgan (KMI) opened the 4Q25 earnings season with a bang, reporting record earnings from its natural gas business. Enterprise…READ
27Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreAntero, Bakken, Fundamentally Speaking, OneokMidstream companies in 2025 accelerated efforts to vertically integrate amid rising industry concentration. This trend has driven a rotation of…READ