How the NGL Overbuild Benefits Ethane Exports
The industry is on track to overbuild Permian NGL pipelines and LPG export docks, but the excess capacity may prove…
Bakken
Bakken on the Block? Close of Hess Sale May Put Assets in Play
Chevron (CVX) on July 18 completed the $53B acquisition of Hess Corp., giving the oil major a 37.8% stake in…
EIA Forecasts $50 Oil, Here’s Why We Differ
The EIA has turned heads with a bearish call on crude oil. The agency now predicts prices will fall to…
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…
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)…