Influx of Permian Gas Ready to Swamp South Texas
The Permian Basin will soon be open for business, but Agua Dulce isn’t ready to buy yet. Two pipeline expansions…
Natural Gas
Matador Teases a San Mateo Spinoff
Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…
Batteries Become a Drain on California Gas Demand
California’s transition toward renewable generation backed by batteries is sapping natural gas consumption, even as electricity demand growth tied to…
Commonwealth LNG Reaches FID, With a Header to Boot
Caturus is moving forward with Commonwealth LNG, the latest export project to be sanctioned in a bullish environment for US…
Will Ruby Shine Again? Data Centers, Pipe Expansions Can Restore Sparkle to Beleaguered Pipeline
Ruby Pipeline, one of the more distressed gas assets in the Lower 48, could be poised for a turnaround. A…
Midwest Demand Growth Drives $1.5B Columbia Gas Expansion
TC Energy plans to invest $1.5B to meet load growth on the Columbia Gas system, part of a trend of…
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
DUC and Cover: Haynesville Crosses 60 Rigs as Producers Bank Wells
Drilling in the ArkLaTex Basin (Haynesville) has staged a sharp recovery over the past 18 months, reaching a multi-year high…