Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Fundamentally Speaking
The Hormuz Will Reopen Before the Crude Market
The closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…
The Market Wants More Oil. Shale May Not Deliver.
Permian Basin gas constraints and capital discipline could blunt the traditional supply response from the spike in WTI prices.
War in the Middle East: Keep Calm and Profit on
The US-Israel attack on Iran lobs a grenade into the hydrocarbons…
Data Center Infrastructure Gap Creates Opportunities for Williams, Others
The industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…
A WES-Kinetik Tie-up Could Juice M&A in the Permian
Western Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…
Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.
Permian Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.
Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens With Gas-Driven Strength
Kinder Morgan (KMI) opened the 4Q25 earnings season with a bang, reporting record earnings from its natural gas business. Enterprise…