Permian Crude Supply Takes a Hit from Winter Storm Fern
Winter Storm Fern, one of the strongest Arctic fronts in decades, pushed through the Lower 48 the last week of…
Permian
Revised September Data Pushes Ethane Exports to Record High
The Energy Information Administration (EIA) has sharply revised ethane exports higher in September to a new record high, reflecting gains…
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…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s demand for refined products is in the spotlight after Phillips 66 (PSX) and Kinder Morgan (KMI) launched a second…
Arctic Blitz Cuts Energy Supply, Ignites 100%+ Henry Hub Rally
After a long spell of mild weather, Old Man Winter has returned with a vengeance. A powerful Arctic storm is…
Permian M&A: Consolidating the Edge to Fortify the Core
Midstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…
Freeze Risk Returns to the Permian as Arctic Air Targets West Texas
A massive winter storm is expected to push through Texas and the Permian Basin this weekend, placing the full NGL…
Canadian Barrels Face Most Risk from Venezuela Rebound
Is the US intervention in Venezuela bullish or bearish for energy? Oil prices have gyrated wildly since the US seized…
Ethane, Propane Exports Diverge in 2025
US NGL exports diverged sharply in 2025, offering an early signal of how global trade fragmentation may shape flows in…
Gassier Permian Wells Prompt Investor Consternation, Midstream Opportunities
Hydrocarbon production from the Permian Basin is growing gassier. Depending on where you sit in the industry, the trend is…