Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
ExxonMobil
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
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 Merge in $58B Deal to Create a Top 10 US Producer
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…
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…
Golden Pass LNG Receives Cooldown Cargo, Moves Closer to Startup
Golden Pass LNG is inching closer to a long-anticipated startup. The latest Gulf Coast export facility could begin making LNG…
Will Industry Say ‘No Más’ to Venezuelan Oil? Canadian Barrels Face Risk from a Potential Deal
Is the US intervention in Venezuela bullish or bearish for crude oil? Prices have gyrated wildly since the US seized…
Exxon Takes 40% Stake in Bahia Pipeline, Hitching Permian Strategy to Enterprise
ExxonMobil has agreed to acquire a 40% joint interest in Enterprise Products’ Bahia NGL pipeline, sealing a deal that changes…
Chord-XTO Deal Extends Runway for Bakken Growth
Chord Energy is strengthening its Williston Basin position with a $550MM asset acquisition from ExxonMobil subsidiary XTO Energy. The deal…
Contract Cliff or Revenue Lift? Permian Pipes Recontract in Transformed Market
Several leading Permian-to-Gulf Coast natural gas pipelines face significant contract expirations over the next few years. Owners and shippers must…