29Jul2025Reading the 2Q25 Tea Leaves Part III: Gas Processor Volumes Rebound, but Growth is ShiftingBakken, Eagle Ford, Fundamentally SpeakingThe volumetric picture for companies that process rich gas is becoming clearer for 2Q25. Total Lower 48 sample volumes rose…READ
22Jul2025Reading the 2Q25 Earnings Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth TargetFundamentally SpeakingEast Daley Analytics has published updated models and 2Q25 Earnings Previews for Energy Transfer (ET), Genesis Energy (GEL) and MPLX,…READ
15Jul2025Reading the 2Q25 Earnings Tea Leaves: Volumes OutlookFundamentally SpeakingMarket Movers: The first round of Earnings Previews points to some interesting data for 2Q25 results. Rigs: OLD – Williams…READ
11Jul2025Emerging Midland Asset Could Attract SuitorsFANG, Fundamentally SpeakingMarket Movers: Brazos Midstream’s Midland G&P system is likely to attract interest from suitors, aided by a strong performance from…READ
17Jun2025$5.6B EOG-Encino Deal Shines Spotlight on NortheastEOG, Fundamentally Speaking, HaynesvilleExec Summary: Market Movers: Kinetik Holdings shares gained after 1Q25 earnings, boosted by bullish CEO commentary. Rigs: $60 oil prices…READ