14Oct2025Kinetik More Likely to Cut Crude Ties After EPIC DealFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaKinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…READ
14Oct2025Reading the 3Q25 Tea Leaves: KMI Kicks Off Christmas in OctoberEquity, Kinder Morgan, Permian, Phillips 66, The Daley NoteKinder Morgan reports earnings on Wednesday (Oct. 15), kicking off a wave of midstream and producer data releases — Christmas…READ
10Oct2025Targa’s Speedway Raises Stakes on Permian OverbuildEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianTarga Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…READ
9Oct2025Fast Track to a Glut? Targa’s Speedway Pipe Ups Ante on NGL OverbuildEnergy Transfer, Enterprise, MPLX LP, Natural Gas Liquids, Oneok, Permian, Phillips 66, Targa, The Daley NoteTarga Resources (TRGP) last week announced the Speedway NGL Pipeline, a new Permian-to-Mont Belvieu system, alongside the Yeti gas plant…READ
8Oct2025EPIC Deal Opens Door to More Kinetik Crude Asset SalesBakken, Crude, Crude Oil Edge, Eagle Ford, PermianKinetik’s (KNTK) recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more…READ
7Oct2025Non-Core Asset of the Week: Jonah GatheringFundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaEnterprise Products (EPD) plans major investments in the Permian Basin, yet its assets in the Rockies are underused. EPD prioritizes…READ
3Oct2025Neches River Ramp Pushes Ethane Exports to Record in SeptemberEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianUS ethane exports hit a record high in September thanks to a ramp at Enterprise Products’ (EPD) new Neches River…READ
1Oct2025Crude Bottlenecks Hamper Permian Gas AmbitionsBakken, Crude, Crude Oil Edge, Eagle Ford, PermianWith market attention fixed on the Permian Basin, questions continue to surface about the trajectory of future production. East Daley…READ
30Sep2025Eagle Ford JV: A Likely Transaction Between EPD and PAA?Fundamentally Speaking, Kinetik, MPLX LP, Natural Gas, Permian, TargaThis week’s non-core asset focus is the Eagle Ford joint venture between Enterprise Products (EPD) and Plains All American (PAA).…READ
26Sep2025Elk Creek Volumes Jump on Bakken Ethane RecoveryEagle Ford, Ethane, Natural Gas Liquids, NGL Insider, PermianONEOK’s (OKE) Elk Creek NGL pipeline posted a sharp jump in 2Q25 as Bakken producers boosted ethane recovery.READ