A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…
Natural Gas
Vaquero Project Nears Completion in Latest Delaware Midstream Expansion
Vaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…
The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…
At the Crossroads: Big Expansion Planned for Little Midwest Pipe
Crossroads is a 300 MMcf/d pipeline owned by TC Energy that spans just over 200 miles from northwest Ohio to…
What LNG Glut? Qatari Outage Puts US Projects in the Driver’s Seat
Analyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for Williams
The industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…
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…
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…
Is Enterprise’s Growth Story Fact or Fantasy? Company Outlines Bold Plan to Boost Earnings
Enterprise Products has laid out an ambitious path to expand earning the next two years, backed by its extensive gathering…