Oil Gas Leads

MARCH 11, 2025

Permian Basin: Unprecedented Growth Driving Midstream Expansion The Permian Basin continues to be the dominant driver of U.S. This investment includes: New processing plants such as the Badger Plant (200 MMcf/d capacity, Delaware Basin, online mid-2025) and the Mustang Draw Plant (275 MMcf/d, Midland Basin, online H1 2026). Phase 1 (1.5

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Oil Gas Leads

MARCH 8, 2025

As our G&P volumes grow, well be able to fill in the expansion capacity that comes online at the end of 2026 with EPIC, Baldridge added. The EPIC acquisition will allow them to shift these barrels onto their own network , capturing better margins and improving logistics efficiency.

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Rextag

FEBRUARY 24, 2025

MMBbl/d, maintaining stable levels through 2026. Haynesville (Louisiana & East Texas) LNGs Key Driver 2023-2024 Overview Unlike the Permian Basin, which primarily drives crude oil growth, Haynesville is the primary engine behind U.S. Global Oil Demand Growth (2025-2026): 2025: Expected to grow by 1.3 LNG export expansion.

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Enverus

MARCH 12, 2025

Data center expansion cryptocurrency mining and electric vehicle adoption are key drivers of increased load across PJM and MISO. OPEC+ Unwinds, Trump Tariffs – Leading to Oil Price Downgrade : We revised our 2025 and 2026 oil price forecasts following OPEC+’s decision to unwind production cuts and American tariffs ramping up.

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Oil and Gas Investments

FEBRUARY 15, 2025

One big end-market for this is to power advanced driver assist systems (ADAS) that we have today. Mobileye is beginning to win next-gen deals for SuperVision, for Chauffeur (eyes-off) and for Drive (no driver) Source: Mobileye Investor Day Presentation Why is Mobileye winning? There isn’t a lot of competition.

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IT E&A Drivers E&P 52

Oil & Gas 360º

MARCH 13, 2025

million bpd in 2026. In a panel on Chinas energy future, speakers agreed that oil demand in the country, which has been the dominant driver of energy demand growth over the past two decades, will likely peak by 2027, as electric vehicle sales increase and economic activity shifts to less energy-intensive sectors.

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