US Plans Historic SPR Crude Release to Ease Supply Shortages from Iran War
The International Energy Agency (IEA) on Thursday announced member countries would release 400 MMbbl of oil in storage to address…
Eagle Ford
War in the Middle East: Keep Calm and Profit on
The US-Israel attack on Iran lobs a grenade into the hydrocarbons…
Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace Persian Gulf LPG cargoes disrupted by the Iran war,…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict in the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
ET May Convert Lake Charles to an NGL Terminal
Energy Transfer (ET) has abandoned an LNG export project at its Lake Charles facility, but the company hasn’t thrown in…
Louisiana Fracs Flash ‘Vacancy’ in a Tight NGL Market
While NGL fractionators in southeastern Texas are running all-out, ample frac capacity is available across the state line in Louisiana.…
EPD’s Bahia Ramp Beats Expectations
Enterprise Products (EPD) wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings.…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
NGL Supply Growth Tests Limits of Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
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…