Widening Crude Spreads Unlock Upside for South Bow
Oil market volatility from the Iran conflict could pump up earnings for South Bow. The company’s marketing segment has faced…
Connect the Dots: Targa Building Intra-Permian Pipes to Link Vast G&P Network
Targa Resources is constructing several gas pipelines in the Permian to better connect the company’s sprawling G&P footprint in West…
Targa’s Galena Park Disruption Opens Door for Competing Exporters
An outage at Targa Resources’ Galena Park terminal comes at a precarious moment for global LPG markets and could boost…
At $100 Crude, Permian Pipes Fill Faster Than You Think
Conflict in the Middle East has disrupted the stay-the-course narrative embraced by most Permian producers at the start of 2026.…
The Hormuz Will Reopen Before the Crude Market
The closure of the Strait of Hormuz is driving sharp volatility in crude oil and has pushed markets to trade…
Coal Plant Conversions Support Gas Demand Growth
Despite vocal support from President Trump, the coal industry faces a bleak future as utilities convert older power plants to…
Ethane Crackers Gain as Hormuz Disruption Lifts Global Feedstock Costs
US Gulf Coast ethylene prices have moved sharply higher in the weeks since the war with Iran escalated, but the…
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…
Oil Spike Boosts Some Producers More Than Others
Hedge structure, not just spot price, will determine which producers can capture upside from the surge in oil prices.
Vaquero Project Nears Completion in Latest Delaware Midstream Expansion
Vaquero Midstream has nearly finished constructing a pipeline and processing expansion in the southern Delaware Basin. The project is one…
EDA Survey: Exxon Shoulders the Load for Permian Growth in 2026
With 4Q25 earnings wrapped up, East Daley’s survey of Permian producer guidance reveals two distinct camps: ExxonMobil, and the rest…
The Market Wants More Oil. Shale May Not Deliver
Permian gas constraints and capital discipline could blunt the traditional supply response by producers to the spike in crude oil…