Reading the 2Q25 Tea Leaves Part III: Gas Processor Volumes Rebound, but Growth is Shifting
The volumetric picture for companies that process rich gas is becoming clearer for 2Q25. Total Lower 48 sample volumes rose…
Bakken
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
Weak Flows Suggest Double H Unwinding is Here
Kinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…
Destination North Dakota? Mystery Demand Drives Competing Bakken Projects
North Dakota has seen interest in new gas pipeline construction, with WBI Energy Transmission and Intensity Infrastructure Partners both holding…
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Outrigger Deal Moves KMI Closer to Filling Double H
Kinder Morgan could make good progress filling its converted Double H Pipeline following the acquisition of Outrigger Energy.
Hess Takes the Over on Bakken Growth
East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM)…
$844MM Outrigger Deal Kills Two Birds for KMI
Kinder Morgan will buy Outrigger Energy II’s Bakken G&P assets for $644MM. The acquisition can support two other projects KMI…
Best of 2024: Double H Conversion to Double Bakken Volatility
Kinder Morgan plans to convert the Double H crude oil pipeline out of the Bakken to NGL service. The project…
More Permian Barrels Find a Home in Cushing
Crude flows are shifting to Cushing hub, creating more demand for northbound service from the Permian.