Sign in Subscribe

midstream

WTI at $70 and the LNG Bet: Monday's Weekly Setup

WTI at $70 and the LNG Bet: Monday's Weekly Setup

WTI opened Monday at $69.92 — a dollar bounce off last week's $68.88 close, but the context hasn't changed. Sub-$70 crude is now the new base case, and the market's first real test of operator resolve arrives this week through Q2 guidance

Cheniere's Raised Guidance Signals a New LNG Demand Floor — and AI Data Centers Are Writing the Checks

Cheniere's Raised Guidance Signals a New LNG Demand Floor — and AI Data Centers Are Writing the Checks

Cheniere raised full-year 2026 guidance to $7.25B–$7.75B Adjusted EBITDA. The reason isn't commodity prices — it's contracted volumes, CC Stage 3 trains coming online, and a structural LNG demand inflection that AI data centers are accelerating.

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

The Haynesville Supply Chain at $3.15 Henry Hub: CRK Has the Molecules, WMB Has the Highway

CRK | NYSE | WMB | NYSE | Source data: CRK Q1 2026 10-Q (SEC filed May 6, 2026); WMB Q1 2026 10-Q (SEC filed May 4, 2026); Yahoo Finance intraday, June 10, 2026 The AI/natural gas demand thesis has been written from the producer side: EQT's Marcellus scale,