Infrastructure Decides Who Captures India’s LPG Opportunity
The market already understands the macro story: India cannot easily replace LPG cargoes from the Persian Gulf disrupted by the…
What LNG Glut? Qatari Outage Puts US Projects in the Driver’s Seat
Analyst chatter has grown louder in the last year over a potential LNG glut as US developers build out several…
War in the Middle East: Keep Calm and Profit On
Anadarko, Bakken, Crude, Denver Julesberg, Natural Gas, Natural Gas Liquids, Permian, Powder River, The Daley Note
The US-Israel attack on Iran lobs a grenade into the hydrocarbons outlook: Nothing could change, or forecasts could shatter as…
Bridger Proposes to Deliver Canadian Crude to Guernsey, Raising Egress Concerns
True Companies’ Bridger Pipeline is developing a project to move Canadian crude to the Guernsey hub in Wyoming, potentially using…
How Much Data Center Demand is Real? Infrastructure Gap Creates Opportunity for Williams
The industry is engaged in a debate over how much gas demand will ultimately materialize for data centers. Rapid-fire project…
Lake Charles NGLs? ET Keeps Options Open for Defunct Export Project
Energy Transfer has abandoned an LNG export project at its Lake Charles facility, but hasn’t thrown in the towel on…
Iran Strikes, Saudi Terminal Outage Create Window for US LPG Exporters
Escalating military conflict across the Middle East has added gasoline to a bullish setup for US LPG exporters. East Daley…
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.…
Rumored WES-Kinetik Deal Could Juice Permian M&A, Bring More Suitors to Table
ConocoPhillips, Energy Transfer, EOG, Equity, Kinetik, MPLX LP, Natural Gas, Natural Gas Liquids, Oneok, Permian, Targa, The Daley Note, Western Midstream Partners
Western Midstream has approached Kinetik Holdings about a potential merger, the Financial Times reports. A buyout could jumpstart M&A activity…
Louisiana Flashes ‘Vacancy’ in Tight NGL Frac Market
While NGL fractionators in southeastern Texas are running all out, ample frac capacity is available across the state line in…
The Haynesville Shuffle: Japan Inc. Transforms Outlook in Hottest US Gas Patch
Japanese investors and disciplined public operators increasingly define the endgame in the Haynesville: scale, inventory depth, and integrated market access…
Is Enterprise’s Growth Story Fact or Fantasy? Company Outlines Bold Plan to Boost Earnings
Enterprise Products has laid out an ambitious path to expand earning the next two years, backed by its extensive gathering…