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
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