Soaring Global Demand Pushes US Crude Exports Higher
A wave of very large crude carriers (VLCCs) is heading to the
South Bow
Bakken Outlook Improves on Higher Oil Prices
We recently revised our Bakken outlook higher in anticipation of a…
Why Gulf Coast Crude Spreads are Blowing Out
The WTI-Brent spread has expanded from an average of…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for South Bow. The company’s marketing segment has faced…
Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for…
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.…
Reading the 2Q25 Earnings Tea Leaves – Volumes Outlook
ArkLaTex, Bakken, Enterprise, Equity, Haynesville, Kinder Morgan, Natural Gas, Oneok, Permian, South Bow, Targa, The Daley Note
The 2Q25 earnings season kicks off Wednesday (July 16) when Kinder Morgan (KMI) reports after the closing bell. East Daley…
Why This Keystone Spill is Different
The Keystone Pipeline suffered an oil spill in early April that prove costly for South Bow (SOBO), which no longer…
Pipeline ‘Graveyard’ Could Dampen Steel Tariff Impacts
President Trump has ordered a new 25% tariff on steel imports that could raise costs for pipeline projects, though East…
New Name South Bow Fills Investor Niche
South Bow Corp. (SOBO) became an independent pipeline company October 1 following its spinoff from TC Energy (TRP). Investors interested…