Best Midstream Infrastructure Podcasts (2025)

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EMD041 - Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength 2:30

Play Pause

5h ago2:30

2:30

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 24, 2025 — Friday Recap: Crude's Geopolitical Reversal, Gas's Unyielding Strength. As we close out a high-impact week in energy markets, the narrative has been one of dramatic shifts and unwavering resilience. We began the week with crude oil facing an entren…

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EMD040 - EIA Inventory Reports: Crude Draws, Gas Storage 3:10

4h ago3:10

3:10

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 23, 2025 — EIA Inventory Reports: Crude Draws, Gas Storage. Today, we cut through the noise with the latest U.S. Energy Information Administration inventory reports, revealing critical shifts in the supply-demand landscape for crude oil and natural gas. The…

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All At Once – Producers Ramp Up Simultaneous Fracking, Triple Fracking to Increase Efficiency 11:04

1d ago11:04

11:04

E&Ps and oilfield service companies are constantly chasing the latest techniques to extract oil and gas faster and easier. Hydraulic fracturing was, of course, a game-changer, but now producers are using simultaneous fracking and even triple fracking, relatively newer approaches that use more resources but boost efficiency. In today’s RBN blog, we’…

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EMD039 - Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook 2:33

1d ago2:33

2:33

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 22, 2025 — Macro Context: Geopolitical Tensions & Central Bank Policy Shape Energy Outlook. Today, we pull back the lens to analyze the broader macro forces shaping global energy markets, from persistent geopolitical flashpoints to the nuanced dance of cen…

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Going to California – Phillips 66, Kinder Morgan Plan New ‘Gateway’ to Move Refined Products West 10:43

1d ago10:43

10:43

Less than two months after ONEOK unveiled plans for a big new refined products pipeline from El Paso to the Phoenix area, Phillips 66 and Kinder Morgan have jointly proposed an even more extensive project of their own: the Western Gateway Pipeline — now the focus of a binding open season — would enable flows from the St. Louis area to Southern Cali…

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EMD038 - Technicals: Crude at Critical Support, Gas Breaks Higher 2:39

2d ago2:39

2:39

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Tuesday, October 21, 2025 — Technicals: Crude at Critical Support, Gas Breaks Higher.Today, we go deep into the charts, dissecting the technical battlegrounds for crude oil and natural gas as market dynamics continue to shift.Crude oil remains under intense technical pressure…

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EMD036 - Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength 2:17

2d ago2:17

2:17

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance.Friday, October 17, 2025 — Weekly Synthesis: Crude Correction Deepens, Gas Holds Structural Strength.This week, energy markets have delivered a decisive narrative: crude oil's bearish correction has deepened, while natural gas demonstrates resilience anchored by structural de…

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EMD035 - EIA Report: Crude Inventory Build, Gas Storage Balances Outlook 2:17

2d ago2:17

2:17

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Thursday, October 16, 2025 — EIA Report: Crude Inventory Build, Gas Storage Balances Outlook. Today, energy markets are fixated on the U.S. Energy Information Administration's crucial inventory reports for both crude oil and natural gas, which are released today. These figur…

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Rock and Roll All Nite, Part 2 – Still More Gulf Coast Natural Gas Storage Capacity Is on the Way 15:42

2d ago15:42

15:42

Keeping up with all the natural-gas-related infrastructure under development along the Gulf Coast is a full-time job. New gas pipelines out of the Permian and the Haynesville. New LNG export terminals from Brownsville, TX, to Plaquemines Parish, LA. And don’t forget new gas storage capacity — that slice of the midstream sector is in the midst of it…

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Rock and Roll All Nite – The Gulf Coast’s Natural Gas Storage Buildout Party Continues 12:19

3d ago12:19

12:19

A tsunami of natural gas storage projects has been building along the Gulf Coast, most of them aimed at meeting the growing demand for flexible, responsive storage capacity near new LNG export terminals and gas-fired power plants. And the magnitude of that wave keeps growing. In today’s RBN blog, we’ll begin a new mini-series in which we update the…

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Dare You to Move – Some Midstreamers Are More Willing to Take Chances 12:41

6d ago12:41

12:41

Neither midstream companies nor the folks who run them can be put into neat and simple categories. Each is unique. At the same time, however, there’s no doubt that some midstreamers take a more aggressive approach to developing projects, while others are more cautious. Each approach comes with risks: on one hand, the possibility of anticipating dem…

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Drifting – FERC Actions, Court Rulings on Key Rate Leave Oil Pipelines, Shippers Adrift in Stormy Seas 8:35

7d ago8:35

8:35

The Trump administration promised to put wind in the sails of the fossil fuels industry, but the Federal Energy Regulatory Commission has failed to resolve a key issue regarding the liquids pipeline rate index, under which the commission adjusts the rates charged to shippers on FERC-regulated crude oil, refined products and NGL pipelines. In today’…

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EMD034 - Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook 2:05

8d ago2:05

2:05

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, October 15, 2025 — Macro Context: Oversupply Shadows Crude, Gas Exports Drive Outlook. Today, energy markets are navigating a complex macro landscape. Crude oil continues its downward trajectory, battling a looming supply glut and escalating trade tensions, while …

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Mustang Sally – Mustang Express Gas Pipeline to Help Feed Massive LNG Growth Near Sabine River 11:59

8d ago11:59

11:59

ARM Energy Holdings has reached a final investment decision for the 2.5-Bcf/d Mustang Express Pipeline, which will support Sempra Infrastructure’s Port Arthur LNG Phase 2, the latest of several major LNG projects in the Sabine River area to reach FID. The pipeline is intended to act as a regional header system with a route designed to offer maximum…

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EMD033 - Technicals: Crude's Cautious Climb, Gas Holds Key Levels 2:51

11d ago2:51

2:51

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Tuesday, October 14, 2025 — Technicals: Crude's Cautious Climb, Gas Holds Key Levels. Energy markets today present a nuanced technical picture: crude oil attempts a cautious climb, driven by easing trade tensions, while natural gas holds critical support despite a slight dip…

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One Way or Another – Kinder Morgan’s Options for Moving Bakken NGLs to Conway and the Gulf Coast 10:10

9d ago10:10

10:10

Kinder Morgan’s ongoing conversion of the Double H Pipeline to NGL service is only part of a larger plan by the midstream giant to move Bakken-sourced Y-grade from North Dakota to fractionation centers in Kansas and Texas. The Double H, which until recently transported crude oil, runs only to eastern Wyoming, so how will NGLs on the pipeline — rena…

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EMD032 - Strategic Positioning: Crude Rebounds, Gas Holds Strong 2:25

10d ago2:25

2:25

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Monday, October 13, 2025 — Strategic Positioning: Crude Rebounds, Gas Holds Strong. Energy markets kick off the week with crude oil staging a notable rebound from recent five-month lows, while natural gas demonstrates continued resilience. This dynamic sets the stage for str…

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Sensitive Kind – Assessing the Oil Price Sensitivity of U.S. E&Ps as EIA Forecasts a WTI Price Plunge 12:38

10d ago12:38

12:38

Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused…

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EMD031 - Weekly Synthesis: Crude Correction, Gas Resurgence 2:37

13d ago2:37

2:37

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Friday, October 10, 2025 — Weekly Synthesis: Crude Correction, Gas Resurgence. Energy markets wrap the week with a clear split: crude prices are correcting lower as geopolitical risk premiums unwind, while natural gas maintains its robust resurgence. Crude oil faced a signif…

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Stayin’ Alive – Battling Through Tough Times, E&Ps Continue Pursuit of Scale and Fresh Inventory 11:17

13d ago11:17

11:17

These are challenging times in the oil patch. Crude oil prices continue to sag. E&Ps are trimming their capex, share buybacks, and staff. Some worry that production may be peaking. And yet, upstream M&A activity continues unabated as producers seek to gain scale, expand into new plays — or double down on old ones — and replenish their inventory of …

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A Fragile Thing – Fire at Chevron’s El Segundo Refinery Shows Vulnerability of California Refining Sector 10:04

14d ago10:04

10:04

A fire swept through Chevron’s El Segundo, CA, refinery on October 2, upsetting production of gasoline, jet fuel and diesel. The incident raised fresh concerns about higher prices and highlighted the fragility of the state’s refining network, already challenged by years of weak margins, rising regulatory compliance costs and softening gasoline dema…

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EMD030 - EIA Confirms Crude Glut 3:44

16d ago3:44

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Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise.…

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EMD029 - Inventory Crossroads 5:30

15d ago5:30

5:30

Energy markets stand at an inventory crossroads on Wednesday, October 8, 2025. WTI hovers near $62.4 and Brent near $65.9—firm, not fierce—while yesterday’s API reported roughly a +2.78M bbl crude build for the week ended Oct 3. That pressures the post-OPEC+ bounce (137k bpd for November) and keeps rallies tactical until the EIA confirms otherwise.…

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Poker Face – Pipelines Bet They Can Slash Power Costs With Demand-Response Programs 13:31

15d ago13:31

13:31

By Lisa Shidler

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New Mexico – More on Sour-Gas-Related Assets in the Permian’s Northern Delaware Basin 10:35

16d ago10:35

10:35

By Housley Carr

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EMD028 - Relief Rally 5:49

17d ago5:49

5:49

Energy markets open the week with a relief rally as OPEC+'s modest output decision eases oversupply fears, while geopolitical tensions escalate and natural gas extends gains on Monday, October 6, 2025. WTI crude rose 1.39% to $61.73 per barrel, rebounding from Friday's four-month lows after Sunday's OPEC+ meeting. Brent gained 1.39% to $65.42, clim…

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Got You All in Check – Ethane Pricing Dynamics Shift With Increased Exports 10:14

18d ago10:14

10:14

U.S. Gulf Coast ethane exports were up sharply in September thanks to the startup of new export terminals in Texas. The surge in export volumes contributed to an 8% increase in ethane prices between July and September and a similar jump in the ratio between ethane and natural gas. In today’s RBN blog, we look at how the recent additions to export c…

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EMD027 - Weekly Decline 5:48

20d ago5:48

5:48

Energy markets close the week with their steepest decline since late June, as OPEC+ meeting anticipation and US government shutdown concerns overwhelm modest Friday gains on October 3, 2025. WTI crude rose 0.60% to $60.84 per barrel, settling near four-month lows despite the rebound. Brent gained 0.56% to $64.47, but both benchmarks head for approx…

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New Mexico - Targa’s, Enterprise’s and MPLX’s Sour-Gas-Related Assets in the Northern Delaware 12:50

20d ago12:50

12:50

The midstreamers that built out and/or acquired the sour gas treatment facilities, acid gas injection wells and other assets E&Ps need to exploit the Northern Delaware Basin’s crude-oil-saturated rock are sittin’ pretty. Put simply, they anticipated what is now a race to “Drill, baby, drill!” in Lea County, NM, where the IP rates for crude are high…

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EMD026 - Inventory Reality 5:55

21d ago5:55

5:55

Energy markets digest inventory reality Thursday as EIA data contradicts API expectations, while OPEC+ meeting anticipation and demand concerns pressure prices on October 2, 2025. WTI crude edged up 0.57% to $62.13 per barrel, rebounding slightly after three consecutive days of declines but remaining near four-month lows. Brent rose 0.50% to $65.68…

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16 Candles - Revisiting the Argus Sour Crude Index’s Role in U.S. Crude Pricing, Refining 12:05

21d ago12:05

12:05

In the early 2000s, prices for West Texas Intermediate (WTI) were becoming increasingly disconnected from global fundamentals. WTI reflected conditions in the Midcontinent at the Cushing, OK, crude oil storage hub, where bottlenecks repeatedly distorted its value. In today’s RBN blog, we look at how the problem contributed to the creation of the Ar…

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EMD025 - EIA Catalyst 5:03

22d ago5:03

5:03

Energy markets position for today's EIA report after API delivered a surprise crude draw, while sanctions take effect and Kurdish flows continue stabilizing on Wednesday, October 1, 2025. WTI crude rose modestly to $62.56-$62.65 per barrel, recovering slightly after two days of declines. Brent climbed to $66.20-$66.25, also bouncing from recent wea…

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Things Have Changed - Rebound in U.S. Crude Exports Driven By Shifts in Production, Imports, Refinery Runs 10:34

22d ago10:34

10:34

After setting an annual record of 4.1 MMb/d in 2024, U.S. crude exports started off this year relatively strong, but cracks soon began to show, with volumes falling all the way to 3.2 MMb/d in July, one of the weakest months since 2023. But just when it seemed the momentum was gone, Gulf Coast exports rebounded to near 3.9 MMb/d in August and are t…

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EMD024 - Sanctions Roll-Out 4:50

23d ago4:50

4:50

Energy markets consolidate Tuesday amid emerging sanctions details and stabilizing Kurdish flows, positioning ahead of tomorrow's EIA report on September 30, 2025. WTI crude fell 0.59% to $63.08 per barrel, trading in a $64.50-$65.50 range after Monday's resumption dip and last week's 5.2% rally. Brent dropped 0.7% to $68.50, below key $68 support …

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Sweet Virginia - Data Center Developers Still Eager to Call Virginia Home 12:10

23d ago12:10

12:10

More than 70 new data centers are under development in Virginia, which is already the world’s leading hub for the massive, high-tech facilities. But given the rapid pace of the buildout and the challenges that come with it, it’s probably no surprise that not everyone in the Old Dominion State is as enthusiastic about data centers as they once were.…

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EMD023 - Kurdish Resumption Impact 4:25

24d ago4:25

4:25

Energy markets open the week pulling back from last week's rally on Monday, September 29, 2025, as Kurdish oil flows resume but face immediate constraints, while geopolitical tensions provide a supportive floor. WTI crude slipped nearly 1% to $65.20 per barrel, extending last week's 5.2% gain but testing support after breaking $66 resistance. Brent…

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Evolution - How the Shale Boom Remade the Gas Market and Turned the U.S. Into a Major LNG Exporter 13:45

24d ago13:45

13:45

It’s well understood today that the U.S. natural gas market turned from potential domestic shortages to major LNG exports thanks to the Shale Revolution. What is not so well remembered is that the dramatic shift in the U.S. gas market wasn’t widely understood at the time and took several years to be accepted by the energy industry. In today’s RBN b…

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Sweet Virginia - Data Center Developers Drawn to Virginia by Fiber-Optic Network, Low Power Prices 13:33

27d ago13:33

13:33

Before data centers were the hot topic everywhere, Virginia was already rolling out the red carpet and it seemed that tech firms were constructing facilities as fast as humanly possible, drawn by the state’s robust fiber-optic network and low power prices. But while other states are racing to catch up, Virginia may be hitting the brakes. In today’s…

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EMD022 - Weekly Rally 4:31

27d ago4:31

4:31

Energy markets close the week with their strongest performance since June on Friday, September 26, 2025. Both WTI and Brent crude are heading for weekly gains of approximately 4.4%, marking their largest weekly advance in over three months, as geopolitical tensions override growing oversupply concerns. The week's rally was driven primarily by escal…

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Chances Are - Once Stuck in the Doldrums, Weather Derivatives May Have the Wind at Their Back 11:15

28d ago11:15

11:15

The popularity of weather derivatives has ebbed and flowed since their introduction in the late 1990s but trading activity has rebounded in recent years as the trading community has increasingly begun to reassess the need to hedge weather-related risks — everything from high temperatures and rainfall levels to power prices and cooling demand. In to…

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EMD021 - Inventory Paradox 4:17

28d ago4:17

4:17

Energy markets face a critical inventory paradox on Thursday, September 25, 2025. While current EIA data shows surprising crude draws of 607,000 barrels (against expectations for builds), gasoline down 1.1 million barrels, and distillates falling 1.7 million barrels, the bigger picture reveals mounting oversupply pressures ahead.OPEC+ production su…

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EMD020 - Macro Context 4:44

29d ago4:44

4:44

Welcome to Energy Markets Daily, an AI-powered podcast by Daily Dominance. Wednesday, September 24, 2025 — Macro Context. Under 4 minutes. Opening snapshot (quick): WTI ~$62 testing $61.92. Brent ~$66.1. Henry Hub ~$2.80/MMBtu (range low). USO ~$73.45. UNG ~$12.15. UST 10Y ~4.12%–4.15%. Macro: Fed -25 bps digested; softer dollar mildly supportive, …

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Missing Piece - Natural Gas Pipeline Data is Crucial to Uncovering Critical Market Insights 10:40

29d ago10:40

10:40

Natural gas prices at the Waha hub in West Texas plunged below zero again recently after force majeure and maintenance events across multiple pipelines left Permian producers scrambling to move their gas out. Persistent congestion will remain a big headache this fall and likely again in the spring, before the new Blackcomb and Hugh Brinson pipeline…

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EMD019 - Market Analysis 4:41

1M ago4:41

4:41

Energy Markets Daily's Tuesday Market Analysis - September 23, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $62.00/bbl (-0.45% daily, fifth consecutive session decline), Brent $66.25/bbl (-0.48% daily, extending losses to fifth session), Henry Hub $2.80/MMBtu (testing bottom of trading range).…

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Evolution - How LNG Exports Came to Dominate U.S. Natural Gas, and Where the Market is Heading 10:22

1M ago10:22

10:22

Ten years ago, U.S. exports of natural gas in the form of LNG were a footnote in the market. But that all changed in 2016. In February of that year, the first shipment of LNG from the Lower 48 states set sail when the vessel Asia Vision departed from Cheniere Energy's Sabine Pass export terminal in Louisiana. This was the culmination of a remarkabl…

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EMD018 - Strategic Positioning 4:18

1M ago4:18

4:18

Energy Markets Daily's Monday Strategic Positioning - September 22, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.02/bbl (recovering from weekly decline, Asian trading higher), Brent $67.06/bbl (November delivery, up during Asian hours), Henry Hub $2.93/MMBtu (+1.30% daily rebound). Energy …

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Louisiana Saturday Night - Meta's Massive Data Center Development Puts Focus on the Bayou State 11:40

1M ago11:40

11:40

Data center mania is sweeping across the U.S., grabbing headlines and spurring investor interest. It has now reached Louisiana, where Meta is building one of the largest developments in the Western Hemisphere. In today’s RBN blog, we’ll look at two gigantic projects planned for Louisiana, the early challenges the Bayou State faced in luring develop…

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New Mexico - The Sour-Gas-Related Infrastructure of the Booming Northern Delaware Basin 12:30

1M ago12:30

12:30

The numbers out of Eddy and Lea counties in southeastern New Mexico are nothing short of staggering. Crude oil production at 2.3 MMb/d, or one-sixth of total U.S. output. Natural gas production north of 9 Bcf/d and rising fast. More than 90 active rigs — again, one-sixth of the U.S. total. Many top E&Ps are stoked about the Northern Delaware Basin …

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EMD017 - Weekend Wrap 4:31

1M ago4:31

4:31

Energy Markets Daily's Friday Weekend Wrap - September 19, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.57/bbl (flat daily, +1.38% monthly), Brent $67.52/bbl (+0.12% daily, +1.03% monthly), Henry Hub $2.94/MMBtu (flat daily after volatile week). Energy ETFs: USO $74.69 (-0.37%), UNG $12.67…

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EMD016 - EIA Focus 4:37

1M ago4:37

4:37

Energy Markets Daily's Thursday EIA Focus - September 18, 2025. Under 4-minute briefing for energy executives and institutional capital. Opening snapshot: WTI $63.70/bbl (-$0.35 daily, range $63.45-$64.47), Brent $67.66/bbl (-0.43% daily, range $67.34-$68.36), Henry Hub $3.08/MMBtu (-0.53% daily, one-week low). Energy ETFs: USO $75.15 (+0.12%), UNG…