Reading the 2Q25 Tea Leaves Part III: Gas Processor Volumes Rebound, but Growth is Shifting
The volumetric picture for companies that process rich gas is becoming clearer for 2Q25. Total Lower 48 sample volumes rose…
Eagle Ford
Permian or Bust: Lower Oil Prices Narrow NGL Growth Story
A $10 drop in oil prices has taken some of the punch out of the NGL growth story. East Daley’s…
WhiteWater Group FIDs Traverse Pipeline to Integrate South Texas Market
WhiteWater Midstream and partners MPLX, Enbridge and Targa Resources will move ahead with the Traverse Pipeline in South Texas.
Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
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…
Permian’s Last Expandable Pipe Adds New Investors
Diamondback Energy (FANG) and Kinetik Holdings (KNTK) have acquired a joint 30% equity stake and committed more volume to EPIC…
Start of ADCC Pipe Clouds View of South Texas Market
Whistler Pipeline and Cheniere Energy have started service on the ADCC Pipeline to the Corpus Christi LNG facility. The new…
Spurning Kimmeridge, SilverBow to Merge with Crescent in $2.1B Deal
Eagle Ford, Energy Transfer, Enterprise, Kinder Morgan, Natural Gas, The Daley Note, Western Midstream Partners
SilverBow Resources has reached a deal to be acquired by Crescent Energy valued at $2.1B. The agreement with CRGY comes…
Silverbow Board Battle Could Move South Texas Outlook
A board battle between SilverBow Resources and Kimmeridge Texas Gas could impact the production outlook for South Texas, including volumes…
NextEra to Sell Gas Pipeline Assets
NextEra Energy Partners (NEP) plans to divest its natural pipeline assets and transform into a 100% pure-play renewables investment.