4Feb2026Permian Crude Supply Takes a Hit from Winter Storm FernAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaWinter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…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
28Jan2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, Permian, Phillips 66, VenezuelaCalifornia’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…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
22Jan2026Canadian Barrels Face Most Risk from Venezuela ReboundAnadarko, Bakken, Crude, Crude Oil Edge, Eagle Ford, Permian, VenezuelaIs the US intervention in Venezuela bullish or bearish for energy? Oil prices have gyrated wildly since the US seized…READ
20Jan2026Gassier Permian Wells Prompt Investor Consternation, Midstream OpportunitiesAntero, Bakken, Fundamentally SpeakingHydrocarbon production in the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…READ
16Jan2026ONEOK Ramps Volumes on Expanded Elk Creek PipelineBakken, Ethane, Natural Gas Liquids, Oneok, The Daley NoteONEOK continues to rapidly fill its expanded Elk Creek Pipeline, diverting more ethane from its legacy Bakken pipeline to the…READ
14Jan2026Recent WTI Decline Risks Permian Production OutlookBakken, Crude, Crude Oil Edge, Eagle Ford, Kinder Morgan, PermianCrude oil prices plumbed new depths in mid-December, capping off a challenging year for producers. WTI prices reached a threshold…READ
13Jan2026ET May Convert NGL Line to Ride Permian Gas Pipe BoomAntero, Bakken, Fundamentally SpeakingEnergy Transfer (ET) is evaluating whether to convert a Permian NGL trunkline to natural gas service, a move that would…READ
9Jan2026Competitors Gain as Double H Closes to Bakken Crude ServiceBakken, Crude, Kinder Morgan, Natural Gas Liquids, The Daley NoteCrude markets have lost the services of Kinder Morgan’s Double H Pipeline, which suits the True Companies just fine. True’s…READ