Top Stories Mid-2026: Back a Frac: Supply Growth Creates Next NGL Bottleneck
Surging US NGL production is beginning to outpace one of the most overlooked constraints in the value chain: fractionation. East…
Top Stories Mid-2026: How the Iran War is Bearish for US Gas
The Iran conflict has injected a risk premium into global crude markets, pushing up not only near-term prices but also…
Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…
Depleted Cushing Storage is Flashing Red in Crude Markets
Strong demand for US crude oil has drawn down inventories at the Cushing hub to a 12-year low, draining storage…
Winter is the Achilles’ Heel of California’s Renewables Transition
California’s power markets are moving away from natural gas as growing solar and battery deployment reshape the state’s dispatch stack.…
Costa Azul Produces First LNG, Adding to Southwest Demand Growth
On June 4, Sempra Energy announced that Phase 1 of ECA LNG (Energia Costa Azul) achieved first LNG production. The…
New Fracs on the Down-Low: Stealth Sweeny Project Lifts Gulf Coast Fractionation Capacity
Phillips 66 has quietly expanded the fractionators at its Sweeny complex on the Texas Gulf Coast, contributing much-needed new capacity…
Delfin Reaches FID on First US Floating LNG, Joining a Crowded Louisiana Market
Delfin Midstream took a final investment decision June 3 on the first vessel of its Delfin LNG project, the first…
Private E&Ps are First Out of Gate to Lift Permian Drilling
East Daley expects private operators to drive most of the gains in US crude oil production in response to higher…
Start of GCX Expansion Moves Waha Prices to Bad from Abysmal
The journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…
Prairie Connector Clears First Hurdle, but Politics Holds the Keys
South Bow on May 29 announced open season results for its Prairie Connector project, securing 20-year binding commitments from Hardisty,…
Neches River’s Sharp Propane Ramp Tightens LPG Balance
Enterprise Products’ Neches River Terminal Phase 2 is quickly reshaping the US propane market balance, exporting product at a much…