The Era of Cheap Ethane is Over
The commissioning of the GCX expansion on June 10 marked a structural shift in Permian ethane economics. Waha natural gas…
Delaware Basin
San Mateo Midstream Acquires Cardinal Midstream
Matador Resources (MTDR) announced today that San Mateo Midstream has entered into an agreement to acquire Cardinal Midstream for $752MM…
Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…
Matador Teases a San Mateo Spinoff
Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…
Texas Pipelines are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
A blowout in the Waha-to-Houston Ship Channel spread in 1Q and 2Q26 should benefit…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P Network
Targa Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…
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…
The Market Wants More Oil. Shale May Not Deliver.
Permian Basin gas constraints and capital discipline could blunt the traditional supply response from the spike in WTI prices.
A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…