War in the Middle East: Keep Calm and Profit on
The US-Israel attack on Iran lobs a grenade into the hydrocarbons…
Haynesville
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,…
The Haynesville Shuffle: Japan Inc. Transforms Outlook in Hottest US Gas Patch
Japanese investors and disciplined public operators increasingly define the endgame in the Haynesville: scale, inventory depth, and integrated market access…
Developers Plan Gulf Coast Storage to Manage Explosive LNG Growth
LNG demand along the Gulf Coast is expected to more than double by the end of the decade, requiring significant…
Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub Rally
After a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…
Meta’s Project Sucre Hits the Sweet Spot for Louisiana Gas Market
The data center boom is coming to Louisiana, bringing upside to the state’s natural gas market. Utility Entergy Louisiana is…
Race to Gillis: Boardwalk Starts Open Season for Texas Gateway Project
Boardwalk Pipelines has launched a binding open season for the Texas Gateway project on Gulf South Pipeline. The project joins…
Williams Takes LNG Plunge in $1.9B Woodside Deal
Williams (WMB) has jumped into the LNG business in a big way. The company reached a strategic partnership with Woodside…
The Next Commodity Cycle: Green Light for Gas, Pit Stop for Oil
ArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley Note
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…