24Feb2026Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost EarningsAntero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsEnterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…READ
18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
10Feb2026Permian Plant Data Shows Rotation as Growth SlowsAntero, Bakken, Fundamentally Speaking, OneokGrowth is slowing in the Permian Basin, and creeping uncomfortably close to the “danger zone” of declines.READ
6Feb2026KMI, Phillips 66 Eye California Demand as Western Gateway AdvancesCrude, Kinder Morgan, Oneok, Phillips 66, The Daley NoteCalifornia’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…READ
3Feb2026Reading the 4Q25 Tea Leaves: Bahia, Northwind Set Table for Next Earnings; KMI Opens With Gas-Driven StrengthAntero, Bakken, Fundamentally Speaking, OneokKinder Morgan (KMI) opened the 4Q25 earnings season with a bang, reporting record earnings from its natural gas business. Enterprise…READ
27Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreAntero, Bakken, Fundamentally Speaking, OneokMidstream companies in 2025 accelerated efforts to vertically integrate amid rising industry concentration. This trend has driven a rotation of…READ
23Jan2026Permian M&A: Consolidating the Edge to Fortify the CoreEquity, Green River, Kinetik, MPLX LP, Oneok, Permian, Plains, Targa, The Daley Note, UintaMidstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…READ
16Jan2026ONEOK Ramps Volumes on Expanded Elk Creek PipelineBakken, Ethane, Natural Gas Liquids, Oneok, The Daley NoteONEOK continues to rapidly fill its expanded Elk Creek Pipeline, diverting more ethane from its legacy Bakken pipeline to the…READ
23Dec2025Top Stories of 2025: EPIC! $2.2B Deal Vaults Phillips 66 to Midstream EliteEnergy Transfer, Enterprise, Equity, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTop Stories of 2025: Phillips 66 will buy EPIC Y-Grade’s NGL business for $2.2B in cash. The deal elevates PSX…READ
12Dec2025Sinclair Proposes Rockies Route to Fill Western Products ShortfallCrude, Denver Julesberg, Green River, Kinder Morgan, Oneok, Phillips 66, Powder River, The Daley Note, UintaHF Sinclair has thrown its hat in the ring to meet a looming refined products shortfall in California and the…READ