9Apr2026KMI Poaches Bakken NGLs From ONEOK Contract Roll-OffBakken, Crude, Kinder Morgan, Natural Gas Liquids, Oneok, The Daley NoteONEOK will lose ~18 Mb/d of NGLs in the Bakken to Kinder Morgan when a shipping contract rolls off later…READ
3Apr2026KMI Gains Bakken NGLs From ONEOK Contract Roll-OffEagle Ford, Ethane, Kinder Morgan, Natural Gas Liquids, NGL Insider, Oneok, Permian, Propane, TargaTarga Resources (TRGP) on March 18 declared a force majeure at …READ
17Mar2026War in the Middle East: Keep Calm and Profit onBakken, Eagle Ford, Fundamentally Speaking, Haynesville, Kinetik, Oneok, TargaThe US-Israel attack on Iran lobs a grenade into the hydrocarbons…READ
10Mar2026Data Center Infrastructure Gap Creates Opportunities for Williams, OthersBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsThe industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…READ
4Mar2026Lake Charles NGLs? ET Keeps Options Open for Defunct Export ProjectEnergy Transfer, Natural Gas Liquids, Oneok, Targa, The Daley NoteEnergy Transfer has abandoned an LNG export project at its Lake Charles facility, but hasn’t thrown in the towel on…READ
3Mar2026A WES-Kinetik Tie-up Could Juice M&A in the PermianBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsWestern Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…READ
26Feb2026Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to TableConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream PartnersWestern Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…READ
25Feb2026Louisiana Flashes ‘Vacancy’ in Tight NGL Frac MarketEnterprise, Natural Gas Liquids, Oneok, The Daley NoteWhile NGL fractionators in southeastern Texas are running all out, ample frac capacity is available across the state line in…READ
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