Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
Eagle Ford
Oil Gains Boost NGL Supply Outlook
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
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…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
NGL Supply Growth Creates Need for New Fracs
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…
Why Gulf Coast Crude Spreads are Blowing Out
The WTI-Brent spread has expanded from an average of…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
How the Iran War is Bearish for US Gas
The Iran conflict has injected a sustained risk premium into global crude markets, pushing up not only near-term prices but…
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …