Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
Phillips 66
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
Valero Leans Into Venezuelan Crude as Sanctions Ease, Creating Risk for Canadian Barrels
Valero Energy is positioning to capitalize on improved access to the Venezuela market as sanctions ease and trade flows reopen.…
Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost Earnings
Enterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…
We Know Matador’s 4Q25 Permian Volumes. Do You?
Ignore the red cape – we know Matador’s real volumes.
Bahia Boom: Enterprise Ramps Barrels on New Line, Upping Ante on Permian NGL Fight
Energy Transfer, Enterprise, ExxonMobil, Natural Gas Liquids, Permian, Phillips 66, Targa, The Daley Note
Enterprise Products wasted no time putting its new Bahia pipeline to use, reporting robust flows in its 4Q25 earnings. Early…
Devon, Coterra Target $1B in Cuts in Latest E&P Mega-Merger
Anadarko, Bakken, Eagle Ford, Energy Transfer, Enterprise, Equity, Kinetik, MPLX LP, Northeast, Permian, Phillips 66, Powder River, Targa, The Daley Note, Western Midstream Partners
Devon Energy and Coterra Energy will merge to create a top 10 US producer with a combined enterprise value of…
KMI, Phillips 66 Eye California Demand as Western Gateway Advances
California’s refined products demand is in the spotlight after Phillips 66 and Kinder Morgan launched a second open season for…
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…
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…