Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
The 3Q earnings season approaches, what East Daley dubs “Christmas in October,” and the latest export data provides early insight…
Equity
Chevron Puts $2B in DJ Assets Up for Sale
Chevron is exploring a sale of pipeline assets in the Denver-Julesburg Basin that could fetch over $2B, Reuters reports. East…
Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More Sales
Kinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Kinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…
Southwest Pipeline Chess: ONEOK Challenges KMI to Fill Refined Products Void
ONEOK continues to unlock opportunities from its Magellan Midstream. The company plans a new greenfield pipeline that would take on…
Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV
Plains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…
Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure Play
Plains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…
Delaware Sour Gas Trend Points to Winners, Targets in Midstream
Sour gas development is a leading trend in the Delaware Basin and, as East Daley highlighted last week, acid gas…
Sour Gas is a Sweet Opportunity for Midstream
Managing sour gas is becoming a challenge for Delaware Basin producers. Development is shifting to the deeper Avalon and Bone…
Plains All Texan? EPIC Deal Solidifies PAA’s Stronghold in Permian, Eagle Ford
Plains All American will acquire a 55% non-operated interest in EPIC Crude Holdings, LP for $1.57B, the company announced last…