18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
11Feb2026Devon, Coterra Merge in $58B Deal to Create a Top 10 US ProducerAnadarko, Bakken, Crude, Crude Oil Edge, EOG, ExxonMobil, Kinder Morgan, Permian, VenezuelaDevon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…READ
11Feb2026Devon, Coterra Target $1B in Cuts in Latest E&P Mega-MergerAnadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream PartnersDevon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…READ
10Feb2026Permian Plant Data Shows Rotation as Growth SlowsAntero, Bakken, Fundamentally Speaking, OneokGrowth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.READ
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