Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
Natural Gas
The Next Commodity Cycle: Green Light for Gas, Pit Stop for Oil
ArkLaTex, Crude, Dirty Little Secrets, Green River, Haynesville, Natural Gas, Northeast, Piceance, San Juan, The Daley Note
Sentiment is dour in the oil patch as independents and the supermajors adjust to a new era of US oil…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
TRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…
Reading the 3Q25 Tea Leaves: Wind in the Sails for Williams
DTM Midstream, Enterprise, Equity, MPLX LP, Natural Gas, Natural Gas Liquids, The Daley Note, Williams
Kinder Morgan kicked off 3Q25 earnings last Wednesday, posting strong 9% Y-o-Y growth in gas gathering volumes that matched East…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Market Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…
Mustang Express Fast-Tracks Permian Molecules to LNG Demand
ARM Energy and PIMCO announced a final investment decision on the 42-inch Mustang Express Pipeline. The $2.3B project is backed…
EQT Wheels and Deals to Build Appalachian Gas Market
EQT, Appalachia’s largest gas producer, has been its own market maker lately. The producer signed several supply deals this summer…
Kinetik More Likely to Cut Crude Ties After EPIC Deal
Kinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…
Non-Core Asset of the Week: Jonah Gathering
Enterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…