Is Mexico a Workaround for LPG Dock Constraint?
Several market factors could support additional growth in liquefied petroleum gas (LPG) exports despite tightness at Gulf Coast docks.
The Daley Note
Kinetik Starts a Different Sort of Border Conflict
Kinetik (KNTK) has started service on a pipeline extending the company’s West Texas G&P system into New Mexico, posing new…
2024 is a Mullet Year in the Permian Basin
2024 is a ‘mullet year’ for the Permian—steady early growth, with new infrastructure fueling gains later. Explore the outlook for…
First Midstream Investment Starts in Ohio-Utica Shale
DT Midstream has started a new gathering pipeline ahead of schedule in the Ohio-Utica shale, the first major midstream investment…
Producers Ink Deals for a Slice of LNG Profits
US and Canadian producers are closing more natural gas supply deals tied to overseas fuel prices, potentially changing how LNG…
EQT-Equitrans Merger Heralds Asset Sales Ahead
EQT will acquire Equitrans Midstream for $5.5B in stock. The merger will create an opportunity for companies to pick up…
Enbridge Solidifies Lead for Corpus Christi Exports
Enbridge (ENB) is solidifying its hold as the leading service provider for Corpus Christi crude oil exports. The company will…
TC Energy Sells Portland Pipe, Chips Away at Sales Goal
TC Energy has reached a deal to sell the Portland Natural Gas Transmission System for US$1.14B, moving the company closer…
The Houston–Midland Spread is Ready to Blow
With 2024 Permian egress tightness, our forecasts show rising Houston-Midland oil spread into 2025. Explore factors driving this shift and…
Canadian Supply Growth Pushes More Gas into US
Producers in Western Canada are expanding output ahead of the country’s first LNG project, pushing more natural gas into the…