Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
Kinetik
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…
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,…
Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to Table
ConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Western Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…
Delaware Takes Center Stage as Producers Expand Search for Permian Crude
More Permian operators are decamping to the Delaware sub-basin in the hunt for new crude oil resources. The Delaware migration…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
Regime Change in the Permian? Plant Data Shows Rotation as Growth Slows
Growth is slowing in the Permian Basin. Plant inlet data and residue samples in Energy Data Studio don’t point to…
Permian M&A: Consolidating the Edge to Fortify the Core
Midstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…