Antero

12Jun2026

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…

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24Feb2026

Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings

Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, Williams

Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…

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18Feb2026

We Know Matador’s 4Q25 Permian Volumes. Do You?

Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, Williams

Ignore the red cape – we know Matador’s real volumes.

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10Feb2026

Permian Plant Data Shows Rotation as Growth Slows

Antero, Bakken, Fundamentally Speaking, Oneok

Growth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.

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3Feb2026

Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens With Gas-Driven Strength

Antero, Bakken, Fundamentally Speaking, Oneok

Kinder Morgan (KMI) opened the 4Q25 earnings season with a bang, reporting record earnings from its natural gas business. Enterprise…

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27Jan2026

Permian M&A: Consolidating the Edge to Fortify the Core

Antero, Bakken, Fundamentally Speaking, Oneok

Midstream companies in 2025 accelerated efforts to vertically integrate amid rising industry concentration. This trend has driven a rotation of…

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20Jan2026

Gassier Permian Wells Prompt Investor Consternation, Midstream Opportunities

Antero, Bakken, Fundamentally Speaking

Hydrocarbon production in the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…

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13Jan2026

ET May Convert NGL Line to Ride Permian Gas Pipe Boom

Antero, Bakken, Fundamentally Speaking

Energy Transfer (ET) is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would…

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6Jan2026

Antero Boosts Appalachian Portfolio, Adds Liquids in Pair of Deals

Antero, Bakken, Fundamentally Speaking

Antero Resources (AR) announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s…

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18Dec2025

Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of Deals

Antero, Equity, Natural Gas, Natural Gas Liquids, Northeast, The Daley Note

Antero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…

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