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…
Crude
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador Resources’ (MTDR) real volumes. East Daley believes we have a good bead…
Devon, Coterra Merge in $58B Deal to Create a Top 10 US Producer
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…
Permian Crude Supply Takes a Hit from Winter Storm Fern
Winter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…
Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub Rally
After a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…
Canadian Barrels Face Most Risk from Venezuela Rebound
Is the US intervention in Venezuela bullish or bearish for energy? Oil prices have gyrated wildly since the US seized…
Gassier Permian Wells Prompt Investor Consternation, Midstream Opportunities
Hydrocarbon production from the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…