KMI Poaches Bakken NGLs From ONEOK Contract Roll-Off
ONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…
Crude
Why Gulf Coast Crude Spreads are Blowing Out
The WTI-Brent spread has expanded from an average of…
How the Iran War is Bearish for US Gas
The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for South Bow. The company’s marketing segment has faced…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
At $100 Crude, Permian Pipes Fill Faster Than You Think
Conflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…
The Hormuz Will Reopen Before the Crude Market
The closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…
Market Underestimates Permian Egress Tightening in a $100 Oil Scenario
Permian producers outlined 2026 production guidance to little market reaction, signaling low-to-moderate growth despite a forward curve near $65/bbl and…
Oil Spike Boosts Some Producers More Than Others
Hedge structure, not just spot price, will determine which producers can capture upside from the surge in oil prices.
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…