Tariffs, OPEC+ Rattle Crude. What is the Supply Risk?
WTI crude oil futures slipped below $60/bbl last week for the first time in four years amid growing market uncertainty.…
Permian
Is Matterhorn Running Full? Negative Gas Prices Haunt Permian Producers This Spring
Negative natural gas prices have returned to the Permian Basin, despite the start of the Matterhorn pipeline six months ago.…
Permian Growth in ‘25 Fuels Upside for Export Docks
Permian supply growth will bring more barrels to Gulf Coast terminals this year and increase pipeline congestion. East Daley forecasts…
Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe
The Matterhorn pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate…
WES Plans Big Investments in Permian Water Infrastructure
Western Midstream has sanctioned the Pathfinder pipeline as part of a $400-450MM investment in produced-water infrastructure in the Delaware Basin,…
The Next Permian Pipeline? KMI has a Silver ‘Bullet’ for Data Centers
Data centers are expanding markets for gas pipeline projects otherwise struggling with commercial viability. East Daley is watching a Permian…
Permian NGL Race Heats Up as MPLX Strikes Deal for BANGL
MPLX will acquire the remaining 55% interest in BANGL Pipeline for $715MM from WhiteWater and Diamondback Energy. The deal expands…
Producers Guide to 300 Mb/d of Permian Oil Growth in ‘25
Operators indicate crude oil production in the Permian Basin will grow 306 Mb/d (+4.8%) on average from 2024 to ’25,…
Pipelines Advance Supply Deals for Texas Data Centers
Pipelines have advanced several deals recently to supply data centers in Texas. The commercial momentum moves the hype behind data…
Targa Tacks on New Infrastructure Targeting Permian NGLs
A significant amount of infrastructure is being built by 2029 to handle NGL processing, transportation, fractionation and distribution. Targa Resources…