Producers Tiptoe Toward Growth in Response to Crude Gains
Producers are responding to higher crude oil prices, albeit slowly. East Daley’s updated survey of Permian Basin operators points to…
Commonwealth LNG Reaches FID, With a Header to Boot
Caturus is moving forward with Commonwealth LNG, the latest export project to be sanctioned in a bullish environment for US…
Medford Frac Rebuild Helps ONEOK Unlock NGL Optionality
ONEOK is rebuilding the 210 Mb/d Medford fractionator in Oklahoma after the facility was damaged in a July 2022 explosion.…
Will Ruby Shine Again? Data Centers, Pipe Expansions Can Restore Sparkle to Beleaguered Pipeline
Ruby Pipeline, one of the more distressed gas assets in the Lower 48, could be poised for a turnaround. A…
Propane Supply is Growing Faster Than You Think
There is materially more propane supply hitting the market than most participants are pricing in. The latest monthly EIA data…
Midwest Demand Growth Drives $1.5B Columbia Gas Expansion
TC Energy plans to invest $1.5B to meet load growth on the Columbia Gas system, part of a trend of…
When Production Grows, Who Gets Paid?
Energy investors know the growth story. Permian volumes are rising. Producer activity is shifting, and new wells are coming online.…
WES Passes on Kinetik With $1.6B Brazos Midstream Acquisition
ExxonMobil, Kinetik, Natural Gas, Natural Gas Liquids, Permian, The Daley Note, Western Midstream Partners
Western Midstream, rumored to be on the prowl for a Permian deal, will acquire Brazos Midstream’s Delaware assets for $1.6B.…
Western Gateway Won’t Rescue California from Petrol Crunch
Phillips 66 and Kinder Morgan cleared a key commercial hurdle for the Western Gateway Pipeline on April 20, announcing that…
The Bakken is Back
Fallout from the Iran conflict has pushed crude prices higher and renewed focus on oil-weighted basins like the Bakken. East…
Southwest Weans Off Coal Thanks to New Permian Pipeline
A new pipeline out of the Permian Basin will enable utilities in Arizona to convert several coal plants to run…
Texas GulfLink Breaks Logjam Hampering Crude Exports
Sentinel Midstream is answering the call for more crude oil export infrastructure. While disruptions tied to the Iran conflict have…