10Mar2026Data Center Infrastructure Gap Creates Opportunities for Williams, OthersBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsThe industry is amid a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project announcements…READ
5Mar2026How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for WilliamsData Centers, Equity, Natural Gas, The Daley Note, WilliamsThe industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…READ
3Mar2026A WES-Kinetik Tie-up Could Juice M&A in the PermianBakken, Dirty Little Secrets, Fundamentally Speaking, Haynesville, Kinetik, Oneok, Targa, WilliamsWestern Midstream (WES) has approached Kinetik Holdings (KNTK) about a potential merger, prompting KNTK to begin preparing for a sale,…READ
24Feb2026Is EPD’s Growth Story Fact or Fantasy? Company has Ambitious Plan to Boost EarningsAntero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsEnterprise Products (EPD) has laid out an ambitious path to expand earnings the next two years, backed by its extensive…READ
18Feb2026We Know Matador’s 4Q25 Permian Volumes. Do You?Antero, Bakken, Dirty Little Secrets, Fundamentally Speaking, Oneok, Phillips 66, Targa, WilliamsIgnore the red cape – we know Matador’s real volumes.READ
28Jan2026Williams Expansions Boost Rockies’ Access to Western Gas MarketDenver Julesberg, Green River, Natural Gas, Powder River, The Daley Note, WilliamsWilliams has started service on an expansion of its MountainWest Overthrust Pipeline. The project is one of several planned on…READ
2Jan2026Top Stories of 2025: Data Center Boom Spawns Backlash, Risking Some Upside for GasData Centers, Natural Gas, The Daley Note, WilliamsTop Stories of 2025: The surge in US data center development has boomeranged on the industry in the form of…READ
16Dec2025Targa Acquires Stakeholder for $1.25B, Adding Processing, NGL Barrels in DelawareBakken, Fundamentally Speaking, WilliamsTarga Resources (TRGP) is doubling down on the northern Delaware Basin. On Dec. 1, the company announced it will acquire…READ
9Dec2025Exxon Takes 40% Stake in Bahia Pipeline, Binding its Permian Strategy to EnterpriseBakken, Fundamentally Speaking, WilliamsExxonMobil (XOM) has agreed to acquire a 40% joint interest in Enterprise Products’ (EPD) Bahia NGL pipeline, sealing a deal…READ
4Dec2025NESE Watch: Monster Pipe Project Resurfaces in New YorkNatural Gas, Northeast, The Daley Note, WilliamsWilliams has secured three crucial state permits for its Northeast Supply Enhancement project, bringing the once-dead pipeline expansion back to…READ