Oil Hub Hubbub: Is Houston the New Cushing?
Energy observers have been quick to question Cushing’s relevance, given growing Permian production that largely bypasses Cushing, increasing export volumes, and new Houston crude contracts. Is Houston...
Crude Spreads Here, There, and Everywhere – What it Means for Midstream
With widened crude spreads across North America, it’s easy to make a case for the need for more pipeline infrastructure. But if crude spreads narrow in places like the Permian as pipelines start up,...
FERC Finalized Rule Positive for MLPs; Cue the Relief Rally
FERC finalized its policy rule for natural gas pipelines as it relates to tax changes yesterday after market close. The final rule provides additional clarity and is also less punitive towards MLPs...
US LNG Exports Part 2: How Do LNG Exports Benefit Midstream?
In today’s post, we discuss how LNG exports increase infrastructure demand. We also discuss how LNG exports facilitate natural gas production growth, with broad benefits for midstream companies and...
The Permian: Is Producer Pain Midstream’s Gain?
Having received several questions on the Permian Basin lately, we’ll dive into what’s been going on with production and price differentials, when pipeline capacity is expected to be added, and what it...
Should Midstream Steel Itself for Steel Tariffs?
With steel tariffs in the spotlight and steel being a critical material for energy infrastructure, it seems like a good time to discuss steel uses in energy, price trends, and the impact to midstream...