Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
Haynesville
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,…
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…