Deals Shed Light on Value of Genesis Energy Businesses
Several recent transactions shed light on the potential value of Genesis Energy’s marine transport and soda ash businesses.
Natural Gas
Mind Games: Freeport LNG Start-up Toys with Haynesville Supply View
Restart of the Freeport LNG facility is skewing pipeline samples out of the Haynesville shale and creating a distorted view…
No Such Thing as the Perfect Hedge
Targa Resources reported in-line 4Q22 earnings and guided to 2023 volume growth consistent with East Daley’s Blueprint forecast.
Freeport LNG is Causing a Fake Decline in the ArkLaTex
The restart of Freeport LNG is the likeliest cause for a recent drop in pipelines samples from the ArkLaTex Basin.
Not All Bears Hibernate
Some Delaware Basin supply growth in 2023 will come from surprising places, such as the 3Bear G&P system in Lea…
EnLink Adds Tall Oak System to Meet STACK Growth
EnLink Midstream (ENLC) has acquired G&P assets in central Oklahoma to address a looming processing constraint.
Kinetik Throws Cold Water on Gulf Coast Express Expansion
Kinetik (KNTK) talked down an expansion of the Gulf Coast Express Pipeline, stating a new greenfield pipeline is more appealing…
Hitting the Brakes will be Hard in the Haynesville
Hitting the brakes on growth won’t be easy in the Haynesville, as Comstock Resources (CRK) illustrates.
Lower Gas Prices Dampen Energy Transfer Outlook
Energy Transfer (ET) beat East Daley and consensus expectations, but 2023 guidance came in well below our forecast. East Daley…
Baby Steps: More Downside Ahead for Haynesville Rigs
Several top Haynesville producers intend to drop rigs in 2023. We expect additional actions will be needed to keep the…