Waha Recovery is a Mixed Bag for Midstream
The Henry Hub-Waha basis spread collapsed 76% Q-o-Q in 3Q26 as new Permian takeaway capacity pushed Waha prices back into…
Permian
TETCO, ARM Projects Take Aim at Gillis Bottleneck
Enbridge is working with ARM Energy Holdings on pipeline expansions to move gas supply from Katy to the Gillis hub…
Energy Transfer’s Vaquero Deal Only Works With Downstream Control of Gas, NGLs
Anadarko, Denver Julesberg, Energy Transfer, Enterprise, Natural Gas Liquids, NGL Insider, Permian, Targa
Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a price that implies fees above any Delaware Basin G&P peer.…
ET Needs Other Levers to Make $2.625B Vaquero Deal Work
Energy Transfer, Equity, ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Energy Transfer agreed to acquire Vaquero Midstream for $2.625B, a premium price that implies fees above any Delaware Basin G&P…
The Permian is Running Out of Road — and the Market isn’t Pricing It
The crude oil highway from the Permian to the US Gulf Coast is getting crowded, but you would hardly know…
Up to Snow Good: Looser Winter Market Creates Risk for Gas Bulls
East Daley Analytics expects a looser natural gas market balance to prevail in the coming 2026-27 heating season, creating some…
Double E Expansion Spotlights the Missing Permian Link
Summit Midstream is moving forward with a 900 MMcf/d compression expansion of the Double E Pipeline in the Permian Basin.…
US Can Backfill Only So Much of Global Crude Supply Gap
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Middle East supply disruptions have pushed WTI above $100/bbl, increasing pressure on the US to supply more crude and refined…
Another One! Enbridge Tests Shipper Interest in New Permian Gas Pipeline
Enbridge on Sept. 15 launched a non-binding open season for its proposed West Texas Express, adding another potential outlet for…
Enbridge Expands Routes to Cushing With $2.55B Tallgrass Acquisition
Anadarko, Bakken, Barnett, Crude, Crude Oil Edge, Eagle Ford, Enbridge, Enterprise, Kinder Morgan, Kinetik, Northeast, Permian, Phillips 66, Plains, Plains All American, Powder River, Uinta, WCSB
Enbridge is extending its turf through the Rockies to Cushing. The company has inked an agreement to purchase Tallgrass Energy’s…