Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
Energy Transfer
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
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…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…
NGL Supply Growth Butts Up Against Frac Capacity
Fractionation capacity is an underappreciated constraint in the US NGL value chain, and the limits are being tested. Rapid growth…
With Lake Charles LNG Suspension, ET Beaches its White Whale
After 12 years, Energy Transfer is walking away from the Lake Charles LNG export project. The decision left many investors…
Meta’s Project Sucre Hits the Sweet Spot for Louisiana Gas Market
The data center boom is coming to Louisiana, bringing upside to the state’s natural gas market. Utility Entergy Louisiana is…
ET Boosts Desert Southwest Capacity, Keeps Ball Rolling for Permian Pipe Boom
Energy Transfer is expanding the capacity of the Desert Southwest expansion on Transwestern Pipeline, adding momentum to the build underway…
Top Stories of 2025: EPD Refused License to Export Ethane. What is the Risk to Midstream?
Top Stories of 2025: Restrictions on US ethane exports to China have come to a head for the energy sector.…
Top Stories of 2025: Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Top Stories of 2025: Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies…