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…
ExxonMobil
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…
We’re Not Buying EIA’s ‘Chicken Little’ Oil Forecast
The EIA has turned heads with a bearish call on crude oil. The agency predicts prices will fall to around…