Trump Orders Could Break Terminal Logjam
Executive Summary: Rigs: The total rig count increased by 6 for the January 12 week, up to 526 from 520. Liquids-driven…
Crude
Plains Adds Permian, Eagle Ford Gathering for $670MM
Plains All American Pipeline (PAA) made several bolt-on acquisitions totaling $670MM to expand its crude oil gathering footprint in the…
Plains Expands Gathering Footprint in Permian, Eagle Ford
Executive Summary- Rigs: The total rig count decreased by 5 for the January 5 week, down to 521 from 526.…
Canada Conquers Back
President-elect Trump recently suggested Canada could be taken over. Yet ENB is the market alpha in crude oil midstream and…
TMX Expansion Lifts WCS Prices, with Caveats
Executive Summary: Rigs: The total rig count decreased by 9 for the December 29 week, down to 522 from 531. Infrastructure: The Trans…
Permian Growth Creates Most Upside for Houston Market
Executive Summary: Rigs: The total rig count decreased by 6 for the December 22 week, down to 530 from 535. Infrastructure: As…
Cliffhanger in Oil: Which Export Terminals Move Ahead?
Four projects hang in the balance to build deepwater export terminals in the Gulf of Mexico. The uncertainty has put…
Best of 2024: Fast Matterhorn Ramp Boosts 4Q Growth Outlook
Flows have ramped quickly for the Matterhorn pipeline, fueling optimism for Permian supply growth in 4Q24.
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…
The Best of 2024: Sunoco’s $7.3B NuStar Deal Opens Options for Energy Transfer
Sunoco’s $7.3B NuStar buy could drive earnings and future synergies with Energy Transfer, adding growth options and refining Sunoco’s crude…