Illinois Connector Positions ETCOP, Gulf Coast for Growth
The Energy Transfer Crude Oil Pipeline (ETCOP) is poised for increased volumes as Enbridge (ENB) and Energy Transfer (ET) close…
Crude
Rail Expansion Could Lift Uinta Crude
Executive Summary: Rigs: The total US rig count increased to 525 during the week of July 6. Infrastructure: The Bureau of…
ETCOP Positioned for Growth with Connector Project
Executive Summary: Infrastructure: ETCOP has launched an open season for a project to bring more Canadian crude oil to the…
Crude Whipsaws in 2Q25. Time to Revisit Capital Budgets?
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…
Trade War, Iran Conflict Whipsaw Crude. Time to Revisit Capex Budgets?
2Q25 was a wild ride for crude oil, driven by geopolitical conflicts. Oil prices fell early in the quarter on…
PAA Sells NGL Assets for $3.75B. Who’s Next for the All American Team?
Plains All American will inject ~$3.0B of proceeds into its war chest following the announced sale of its Canadian NGL…
Crude Imports Shift Between Enbridge Pipes
Infrastructure: ENB Captures WCSB Arbitrage. Rigs: The total US rig count decreased during the week of June 1 to 523.…
SCOTUS Puts Uinta Rail Project Back in Play
The Supreme Court ruled in favor of the Seven County Infrastructure coalition, putting a Uinta Basin railway project back on…
Trans Mountain Considers More Expansions to Ramp Canada’s Exports
Executive Summary: Rigs: The total US rig count decreased by 12 during the week of May 11 to 531. Infrastructure: The…
EOG Puts Northeast in Spotlight with $5.6B Encino Deal
EOG Resources will acquire Encino Acquisition Partners for $5.6B, adding momentum to a recent surge in transactions in the Northeast.