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@rleewilson21 "4/ 🔹 Permian: Flat Falling Forget the Permian rollover narrative. $PSXs Delaware volumes held steady from 2Q to 3Q. $DVN still anchors nearly half of system throughput. 🚦Flat = stable activity as basin awaits new takeaway + LNG pull. #Permian #LNG"
X Link @rleewilson21 2025-10-15T11:32Z XXX followers, XX engagements

"As earnings season kicks off today with $KMI EDA is putting together our updated expectations of what volumes by basin & Company will look like ahead of earnings (KMI is the early bird). Our report card from 2Q25 is below"
X Link @rleewilson21 2025-10-15T12:43Z XXX followers, XXX engagements

"5/ 🧠 Bottom Line: Permian/Bakken gas growth is slowing Haynesville tapped the brakes in 3Q But 4Q25 = reacceleration zone (LNG tailwind) KinderHawk already flashing early signs of growth Use Energy Data Studio to spot system-level outperformers 📈"
X Link @rleewilson21 2025-10-15T11:32Z XXX followers, XXX engagements

"10/ The wildcard: supply growth. New gas pipes like Desert Southwest (ET) and Eiger Express (Matterhorn JV) could spur NGL output if producers chase gassier acreage"
X Link @rleewilson21 2025-10-10T13:11Z XXX followers, XX engagements

"1/ 🚨 Kinder Morgan ($KMI) reports earnings Wednesday (Oct 15) kicking off the midstream & producer data season. Its Christmas in October for energy analysts 🎁📊 Heres what were seeing from the field via East Daleys Energy Data Studio 🧵👇 #natgas #midstream"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XXX engagements

"1/ Kinetik ($KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains ($PAA) for $500MM and that move may signal more divestitures ahead. 🧵"
X Link @rleewilson21 2025-10-14T13:18Z XXX followers, XXX engagements

"6/ MPLX showed the playbook: sell non-core Rockies assets (to Harvest $1B) but keep NGL control via marketing & fractionation. EPD could mirror this"
X Link @rleewilson21 2025-10-07T11:05Z XXX followers, XX engagements

"1/ 💥 Kinetik (KNTK) just sold its XXXX% stake in the EPIC Crude Pipeline to Plains All American (PAA) for $500MM. This move could be just the beginning of a broader portfolio pivot. Let's break it down. 🧵"
X Link @rleewilson21 2025-10-08T11:46Z XXX followers, XXX engagements

"9/ Thats bad news for PSX OKE MPLX and others still fighting for molecules. Speedway tightens Targas grip on the Permian NGL chain processing fractionation and export"
X Link @rleewilson21 2025-10-10T13:11Z XXX followers, XX engagements

"2/ 🔹 Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. ➡ Growth leveled in late Sept as demand caught up. Eyes on LNG demand ahead. #Haynesville #NaturalGas"
X Link @rleewilson21 2025-10-15T11:23Z XXX followers, XX engagements

"Well well well I stand corrected $KMI reports earnings X week later than usual. Their normal cadence would be today after the bell - looks like it's next Weds at 430p EST. Thanks for the tip @Mlewis8111"
X Link @rleewilson21 2025-10-15T14:53Z XXX followers, XXX engagements

"7/ Buyers are likely circling. Western Midstream ($WES) Plains ($PAA) and Energy Transfer ($ET) all operate nearby and could bolt on the assets"
X Link @rleewilson21 2025-10-14T13:19Z XXX followers, XX engagements

"6/ Mgmt has been clear proceeds from non-core sales will fund Permian gas growth (Kings Landing plant ECCC Pipeline) and boost shareholder returns"
X Link @rleewilson21 2025-10-14T13:19Z XXX followers, XX engagements

"2/ 🔹 Haynesville: KinderHawk Takes Flight KinderHawk volumes soared +21% QoQ in 3Q25 despite flat basin-level samples. Key drivers: $BP $CRK Aethon. ➡ Growth leveled in late Sept as demand caught up. 👀 Eyes on LNG demand ahead. #Haynesville #NaturalGas"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XX engagements

"1/ 🚨 Targa Resources (TRGP) just unveiled Speedway Pipeline a new Permian-to-Mont Belvieu NGL system. Alongside it: the Yeti gas plant and Buffalo Run interconnect. This move could intensify the fight for Permian NGL barrels"
X Link @rleewilson21 2025-10-10T13:09Z XXX followers, XXX engagements

"3/ 🔹 Bakken: Bill Sanderson Plant = MVP Gas samples up X% QoQ but KMIs system surged +7.4% led by the new Bill Sanderson plant. 🎯 Powered by $CHRD $CVX (via Hess) and Continental. KMIs strategic edge in the Bakken is showing. #Bakken #GasProcessing"
X Link @rleewilson21 2025-10-15T11:31Z XXX followers, XX engagements