3Dec2025Non-Core Asset of the Week: Fayetteville Express PipelineBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) and Kinder Morgan (KMI) each own 50% of the 2.0 Bcf/d Fayetteville Express Pipeline (FEP), a 185-mile,…READ
2Dec2025Non-Core Asset of the Week: Fayetteville Express PipelineBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) and Kinder Morgan (KMI) each own 50% of the 2.0 Bcf/d Fayetteville Express Pipeline (FEP), a 185-mile,…READ
18Nov2025ET May Upsize Desert Southwest Project After Strong Open SeasonBakken, Fundamentally Speaking, WilliamsEnergy Transfer (ET) is looking to upsize its Desert Southwest pipeline after selling out the initial 1.5 Bcf/d of capacity in a recent open season. The…READ
11Nov2025Williams Takes LNG Plunge in Woodside DealBakken, Fundamentally Speaking, WilliamsWilliams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…READ
4Nov2025Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, HaynesvilleFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…READ
28Oct2025Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most OperatorsFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaTRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…READ
21Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaMarket Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…READ
14Oct2025Kinetik More Likely to Cut Crude Ties After EPIC DealFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…READ
7Oct2025Non-Core Asset of the Week: Jonah GatheringFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaEnterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…READ
30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ