Exxon Leads the Pack for 2026 Permian Supply Growth
With 4Q25 earnings wrapped up, East Daley Analytics’ survey of Permian producer guidance reveals two distinct camps: ExxonMobil (XOM), and…
Bakken
Data Center Infrastructure Gap Creates Opportunities for Williams, Others
The industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…
Bridger Plans Pipeline to Move Canadian Crude to Guernsey, Raising Egress Questions
Bridger Pipeline, a True Companies affiliate, is developing a crude oil pipeline to move Western Canadian crude directly to the…
A WES-Kinetik Tie-up Could Juice M&A in the Permian
Western Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.