Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens Strong in Gas
Kinder Morgan opened the 4Q25 earnings season with a bang, reporting record earnings in its natural gas business. Enterprise Products…
Northeast
ATEX Pipe Volumes Jump on Start of Neches River Terminal
Ethane volumes shipped on ATEX Pipeline more than doubled in 3Q25, surging after the start of Enterprise Products’ Neches River…
ONEOK Ramps Volumes on Expanded Elk Creek Pipeline
ONEOK continues to rapidly fill its expanded Elk Creek Pipeline, diverting more ethane from its legacy Bakken pipeline to the…
Antero High-Grades Appalachian Portfolio, Takes on More Liquids in Pair of Deals
Antero Resources announced a pair of transactions that reshape its Appalachian portfolio. The producer will acquire HG Energy II’s upstream…
NESE Watch: Monster Pipe Project Resurfaces in New York
Williams has secured three crucial state permits for its Northeast Supply Enhancement project, bringing the once-dead pipeline expansion back to…
MVP Gets a Boost from Growing Southeast Demand
EQT has upgraded its plans for a compression expansion on Mountain Valley Pipeline. The project, dubbed MVP Boost, was initially…
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…
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…
Reading the 2Q25 Tea Leaves Part II: Kinetik Faces Uphill Climb Meeting Growth Target
East Daley Analytics has published updated models and 2Q25 Earnings Previews for companies in our coverage including DT Midstream (DTM),…
Crowded REX: Permian Pipe Could Displace Other Gas
Tallgrass Energy’s plan to construct a gas pipeline from the Permian Basin to Rockies Express Pipeline (REX) has shaken up…