A Small FERC Rate Change Could Slash $1 Billion from Pipeline Earnings
The Federal Energy Regulatory Commission’s latest oil pipeline index reset looks small on paper. In reality, it could remove more…
Plains
Iran War, Higher Oil Prices Knock Down EDA Gas Forecast
Anadarko, Bakken, Crude, Eagle Ford, Enbridge, Haynesville, Natural Gas, Northeast, Permian, Plains, The Daley Note
We have lowered our natural gas price forecast due to the ripple effects of the Iran conflict. Last week East…
At $100 Crude, Permian Pipes Fill Faster Than You Think
Conflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…
Permian M&A: Consolidating the Edge to Fortify the Core
Midstream companies in 2025 accelerated efforts to vertically integrate, driving a rotation of capital out of lower-synergy, non-core assets and…
Chevron Puts $2B in DJ Assets Up for Sale
Chevron is exploring a sale of pipeline assets in the Denver-Julesburg Basin that could fetch over $2B, Reuters reports. East…
Kinetik Poised to Cut Crude Ties? EPIC Deal Could Open Door to More Sales
Kinetik’s recent sale of its 27.5% equity interest in the EPIC Crude Pipeline could open the door to more divestitures.…
Plains on the Prowl: Hunt for Crude Assets Could Land on Eagle Ford JV
Plains All American is on the hunt for oil assets as it transforms into a crude oil midstream pure play.…
Crude Bottlenecks Threaten Permian Gas Ambitions
The industry is banking on more natural gas supply from the Permian Basin. Yet meeting this additional demand for Permian…
Junk or Jewels? Plains Plans NGL Asset Sale on Path to Crude Pure Play
Plains All American aims to become a crude oil midstream pure play, but a motley assortment of NGL assets stand…
ONEOK, Plains Take Control of BridgeTex Ahead of Upturn
ONEOK and Plains All American fully own BridgeTex Pipeline after buying out the 50% interest of OMERS.