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…
Antero
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…
ET May Convert NGL Line to Ride Permian Gas Pipe Boom
Energy Transfer (ET) is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would…
Antero Boosts Appalachian Portfolio, Adds Liquids in Pair of Deals
Antero Resources (AR) announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s…
Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of Deals
Antero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…
Borealis Breakthrough: Boardwalk’s Bold Bet to Unleash Appalachian Gas
Boardwalk Pipelines is holding an open season for the Borealis project to expand the Texas Gas Transmission system and open…
Who’s on the Chopping Block?
East Daley Analytics has made a conviction call for gas oversupply in 2023, and we are monitoring real-time rig data…
Midstreamer Readies for Gulf Coast Growth
Midstreamers in the Haynesville are expanding to meet Gulf Coast demand growth.
We’ll Take a Crack at Northeast Ethane
Ethane demand is growing in the Northeast with start-up of the region’s first ethylene cracker. East Daley reviews the NGL…