FID for Commonwealth LNG? This One’s a Head(er)-Scratcher
Commonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…
Haynesville
Texas Pipelines are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
A blowout in the Waha-to-Houston Ship Channel spread in 1Q and 2Q26 should benefit…
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
First LNG Production at Golden Pass Signals Shift in TX/LA Border Flows
Golden Pass LNG achieved first LNG production from Train 1 on March 30, with an initial cargo expected to depart…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
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,…