KMI’s Monument Acquisition Adds Stability to Choppy Texas Outlook
Kinder Morgan’s $505MM acquisition of Monument Pipeline will make the company’s Texas gas earnings more durable as its marketing unit…
Kinder Morgan
Neches River Expansion Critical to Keeping Propane Market in Balance
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Enterprise Products’ (EPD) Neches River Terminal Phase 2 expansion is emerging as a…
Oil Gains Boost NGL Supply Outlook
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
US NGL production is set to expand by ~2.2 MMb/d over the next five years, with a stronger macro oil…
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…
NGL Supply Growth Creates Need for New Fracs
Eagle Ford, Enterprise, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Phillips 66, Targa
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain…
Texas Pipes are Near-Term Tailwind, Long-Term Drag for Kinder Morgan
Energy Transfer, Enterprise, Equity, Kinder Morgan, Kinetik, Natural Gas, Permian, Targa, The Daley Note
Kinder Morgan’s Texas Intrastate business is set up for a near-term boost, but East Daley thinks the market underappreciates how…
KMI Poaches Bakken NGLs From ONEOK Contract Roll-Off
ONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…
KMI Gains Bakken NGLs From ONEOK Contract Roll-Off
Targa Resources (TRGP) on March 18 declared a force majeure at …
Valero Leans into Venezuelan Heavy as Sanctions Ease
Valero Energy (VLO) is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows…
Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable
Devon Energy (DVN) will merge with Coterra Energy (CTRA) in an all-stock transaction to create a top 10 US producer…