lng
Trans Mountain Full Capacity and the Ovintiv Montney Condensate Thesis (OVV)
Iran Tightens, Trans Mountain Fills, Vaca Muerta Bets Big: Thursday's Atlantic Basin Shift
Iran's Hormuz posture tightens as Trans Mountain hits full capacity, Chevron commits $3B to Vaca Muerta NGL, and APA expands on Alaska's North Slope. Thursday's Atlantic Basin supply calculus is shifting.
The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway
Kurdistan's Ceyhan Lifeline: What Iraq's Pipeline Restart Means for Atlantic Basin Supply and the Brent-WTI Spread
The Bond Market Speaks: Venture Global's $2.25B Refinancing and What Tuesday's WTI Recovery Means
WTI closed at $93.37. The real signal came from the bond market: Venture Global priced a $2.25 billion notes offering, locking in long-term LNG infrastructure debt at current spreads.
