Data Centers Drive Demand Growth, Pipe Expansions in Midwest
Data center developers have set their sights on the Midwest, targeting the region with an aggressive slate of new projects.…
KMI’s Monument Acquisition Adds Stability to Choppy Texas Outlook
Kinder Morgan’s $505MM acquisition of Monument Pipeline will make the company’s Texas gas earnings more durable as its marketing unit…
Golden Triangle Delay Postpones New Ethane Demand
Golden Triangle Polymers, a world-scale ethane cracker under construction in Orange, TX, has been delayed by at least six months,…
Kinetik’s Fat Profits on Borrowed Time as New Permian Pipes Loom
The rapid expansion in Permian gas pipeline egress in 2026-27 will help the basin’s producers but may put the kibosh…
US Crude Exports Crank Into High Gear, Pushing Docks to the Limit
A wave of very large crude carriers is heading to the US Gulf Coast, signaling that the global market is…
The Price Isn’t Right for Traverse Midstream
On March 31, Abu Dhabi-based 2PointZero entered a deal to acquire Traverse Midstream for $2.25B, gaining a foothold in the…
FID for Commonwealth LNG? This One’s a Head(er)-Scratcher
Commonwealth LNG has been in the news after project developer Caturus announced full commerciality and the launch of project financing,…
Chevron, Microsoft Confirm Permian Data Center Negotiations, Supporting In-Basin Demand
Chevron has entered into an exclusivity agreement with Microsoft and Engine No. 1 to develop a massive data center in…
Trans Mountain Seeks More Shipper Support as Western Canada Egress Tightens
Trans Mountain has launched a binding open season seeking more firm transportation contracts ahead of a phased expansion of the…
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…
Why Gulf Coast Crude Spreads are Blowing Out
Market volatility from the Iran war is causing crude oil price differentials to significantly widen. The WTI-Brent spread has expanded…
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…