Canada’s Anniversary Wish: More Trans Mountain Expansions
Happy anniversary, TMX. One year out from the widely anticipated looping project, Trans Mountain Pipeline is weighing further expansions to…
Energy Transfer
ET Lawsuit Clouds Bright Outlook for Kinetik
Kinetik Holdings (KNTK), among the shining stars in midstream, faces a lawsuit by Energy Transfer (ET) that challenges one of…
Industry Risks NGL Overbuild as Growth Slows
US NGL infrastructure has quietly transitioned from tight to overbuilt. While production continues to grow, the pace has moderated significantly…
EPD Refused License to Export Ethane. What is the Risk to Midstream?
The Department of Commerce has denied Enterprise Products an export license for three ethane cargoes to China.
Kinetik Rides Post-Earnings Momentum
Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley Note
Kinetik Holdings (KNTK) shares have traded higher following its 1Q25 earnings update, boosted by bullish CEO commentary.
Trump Administration Adds Hurdles to Ethane, Butane Exports to China
The Trump administration has placed new restrictions on ethane and butane exports to China in a move likely to disrupt…
Upstart Challenges ET’s Hold on Northeast LPG Exports
A new player on the Delaware River is eyeing Energy Transfer’s stranglehold on the Northeast LPG market.
Tallgrass Plans Permian Pipe to REX, Tilting the Field Toward Producers
Tallgrass Energy has secured anchor shippers for a potential 2.4 Bcf/d pipeline that will connect Rockies Express Pipeline to Permian…
ET Readies Nederland Expansion Amid LPG Market Noise
Energy Transfer’s Flexport expansion is nearing startup. Ethane service is expected later in May, propane in July, and ethylene by…
Weak Flows Suggest Double H Unwinding is Here
Kinder Morgan is still months out from starting the Double H Pipeline conversion from crude oil to NGL service, yet…