Reading the 3Q25 Tea Leaves: Williams has Momentum in Gulf, Haynesville
Kinder Morgan (KMI) kicked off 3Q25 earnings on Oct. 22, posting strong 9% Y-o-Y growth in gas gathering volumes that…
Permian
NGLs: From Byproduct to Geopolitical Lever
Infrastructure: NGLs have become one of the most strategic components of the global energy system, and now sit at the…
Phillips 66 Doubles Down on Refining in $1.4B Cenovus Deal
Phillips 66 will acquire the remaining 50% stake in WRB Refining from Cenovus Energy for $1.4B, giving it full ownership of…
Permian Oil Near a Peak? Indicators Suggest Delaware Has Room to Run
Industry consensus expects Permian Basin oil supply to flatten and begin rolling over, driven by a significant reduction in active…
ET, FourPoint to Expand Uinta Crude Terminal
Rigs: The total US rig count decreased during the week of Oct. 12 to 516. Infrastructure: FourPoint Resources has reached…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
TRGP: NGL exports up 2.7% Q-o-Q ET: Ethane exports up 26% and LPG exports up 11% Q-o-Q EPD: Ethane exports…
Reading the 3Q25 Tea Leaves: NGL Exports Climb for Most Operators
Infrastructure: The latest ship-tracking data shows most terminals saw increased exports in 3Q25. Exports: Total NGL exports declined 23.6% W-o-W…
Energy Transfer Taps Into Texas Data Center Boom
Energy Transfer is riding the wave of data center development in Texas. The company on Oct. 9 signed an agreement…
Chevron Considers Sale of DJ Pipeline Assets
Rigs: The total US rig count decreased during the week of Oct. 5 to 519. Infrastructure: Chevron (CVX) is exploring…
Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in October
Market Movers: Kinder Morgan reports earnings Wednesday, kicking off a wave of midstream and producer data releases. Estimated Quarterly Volumes:…