Rextag

Where DT Midstream Is Adding Capacity After Strong Q1 2026 Results DT Midstream’s first quarter 2026 results highlighted several interstate gas expansion projects tied to growing utility, industrial, and power-sector demand. The company pointed to the Vector 2028 expansion (~400 MMcf/d), Millennium R2R (70 MMcf/d), a Midwestern Gas Transmission expansion, and a new lateral serving AES Indiana’s Petersburg Generating Station. This map shows the infrastructure behind that story through the Vector, Millennium, and Midwestern Gas systems, plus DT Midstream storage assets at Shelby 2 and Washington 10. For more information, please visit our Blog: hubs.li/Q04gs8wD0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04gshnC0 #DTMidstream #NaturalGas #Midstream #Pipelines #GasStorage #Infrastructure #Rextag

As Permian Deals Heat Up, Here’s What’s Still Left to Buy Northern Oil and Gas said it is evaluating more than $10 billion in assets across eight transactions and is seeing higher-quality Permian packages come to market. But the article also makes clear that much of the basin’s best acreage is already concentrated in the hands of a few large public operators. This map focuses on that ownership structure. It contrasts major public acreage holders with a smaller set of private positions still likely to matter in a tighter deal market across the Delaware and Midland basins. It is a simple way to visualize why Permian deal chatter can be active even while the pool of scalable remaining opportunities stays relatively narrow. For more information, please visit our Blog: hubs.li/Q04g58b10 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04g52t20 #PermianBasin #Upstream #AandD #MergersAndAcquisitions #OilAndGas #Rextag

Ovintiv Completes $3B Anadarko Sale, What It Means for Debt and Returns Ovintiv has now closed its $3 billion Anadarko sale in Oklahoma, exiting a package that included about 360,000 net acres and roughly 90,000 boe/d of production. This map shows that acreage inside the Greater Anadarko Basin together with operational gas transmission pipelines and processing plants, helping frame the infrastructure context around what was sold. It is a simple way to visualize that the deal was not just about acreage size, but about a producing position sitting inside an established gas-handling network. For more information, please visit our Blog: hubs.li/Q04fvB9h0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04fw9RF0 #AnadarkoBasin #Oklahoma #NaturalGas #Midstream #Upstream #Ovintiv #Rextag

ExxonMobil’s 2025 Results, Mapped Across the Permian and Gulf Coast ExxonMobil’s official 2025 results and February 2026 earnings materials point to a more concentrated U.S. growth story built around the Permian and Gulf Coast. Permian production reached 1.6 million boe/d in 2025, while Golden Pass LNG Train 1 reached mechanical completion. This map highlights that U.S. footprint through Permian acreage, Gulf Coast and offshore infrastructure, gas processing plants, liquids pipelines, terminals, and LNG-linked context. It is a simple way to visualize how ExxonMobil’s U.S. growth story is increasingly tied to a smaller set of high-value production and export corridors. For more information, please visit our Blog: hubs.li/Q04fjT_s0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04fjXjd0 #ExxonMobil #Permian #LNG #CrudeOil #Midstream #GulfCoast #Rextag

Why the Dean Is Emerging as the Midland Basin’s Next Zone to Watch The Dean is no longer just a Dawson County story. Operators including Diamondback, Ovintiv, SM Energy, Oxy, and ExxonMobil are testing the zone across Martin, Midland, Howard, and Glasscock as the Midland Basin’s core targets get tighter. Strong early results in Martin and Midland are helping push the Dean higher on the next-zone watchlist. This map shows Dean-formation wells across the Midland Basin for the operators most tied to the current push. It is a simple way to see where Dean activity is already present as interest expands beyond the earlier core area. For more information, please visit our Blog: hubs.li/Q04dJskM0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04dJrR-0 #PermianBasin #MidlandBasin #DeanFormation #Upstream #OilAndGas #Rextag

How ONEOK’s Integrated Corridor Supports Its Next Growth Phase ONEOK’s most recent earnings materials show a company growing through a broader, more integrated midstream system. Higher volumes, acquisition synergies, and recent expansions are helping support growth across NGL, crude, natural gas gathering and processing, and downstream infrastructure. This map focuses on the operating corridor behind that story, showing ONEOK’s NGL and other liquids pipelines, natural gas and crude transmission lines, processing plants, and fractionators across the Mid-Continent, Permian, and Gulf Coast. It is a simple way to visualize how the company’s footprint connects supply, processing, and downstream takeaway across one of its most important growth systems. For more information, please visit our Blog: hubs.li/Q04dzs_40 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04dzqbd0 #NaturalGas #NGL #CrudeOil #Midstream #ONEOK #Permian #GulfCoast #Rextag

San Juan Mancos Play Surges as Rig Count Doubles The San Juan Basin’s Mancos Shale is moving back into focus as longer laterals, stronger drilling designs, and better well performance draw more activity into the basin’s dry-gas core. Operators such as Mach and LOGOS are helping show that modern Mancos wells can compete with leading U.S. gas plays, while rig activity has risen sharply from late-2024 lows. This map shows operational gathering pipelines and processing plants across the San Juan Basin and Mancos play, colored by operator. It is a simple way to see which midstream footprints, including systems tied to Mach Natural Resources, Red Cedar Gathering, Whiptail Midstream, Harvest Midstream, Enterprise Products, ELM Ridge, Williams Field Services, Apache, and El Paso Field Services, are already positioned around renewed Mancos activity. For more information, please visit our Blog: hubs.li/Q04cK-Tk0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04cKW330 #SanJuanBasin #Mancos #NaturalGas #Upstream #Midstream #Rextag

Energy Vault Deepens Its ERCOT Play as Dallas Demand Pull Grows Energy Vault’s McMurtre acquisition adds a 175 MW / 350 MWh battery project near Dallas and reinforces the company’s broader push into one of the country’s fastest-growing storage markets. Texas is expected to lead U.S. battery additions again in 2026, and the Dallas area is becoming an increasingly important part of that story as data center demand expands. This map shows 153 operational battery storage sites across Texas together with 156 Dallas-area data centers, making it easier to see how storage growth is starting to line up with one of the state’s most important emerging demand corridors. For more information, please visit our Blog: hubs.li/Q04cKN8F0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04cKMRb0 #BatteryStorage #ERCOT #Texas #DataCenters #PowerMarkets #Rextag

Permian Resources’ Drilling Skills Are Catching Up to Its M&A Prowess Permian Resources has long been known for transactions, but the company is increasingly being viewed through a Delaware Basin operating lens. KeyBanc’s April 2026 initiation highlighted PR’s concentrated Delaware position, muted Midland activity, expanding landing-zone mix, and longer-lateral execution as important parts of the story. This map shows Permian Resources’ acreage footprint across its core Delaware Basin position. It is a simple way to visualize why the company is increasingly being treated as a Delaware-focused operator rather than a broader two-basin story. For more information, please visit our Blog: hubs.ly/Q04c5J_40 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.ly/Q04c5Jdn0 #PermianBasin #DelawareBasin #Upstream #Acreage #MAndA #Rextag

Large Data Centers Are Testing the Physical Limits of the Gas Grid Large AI and data center projects are changing the scale of gas infrastructure planning. At CERAWeek, ONEOK’s Walter Hulse said a 5-gigawatt generation facility may require much more than a nearby existing pipe can provide, turning what once looked like a small lateral into a much larger pipeline build. This map shows operational and under-development data center clusters in Texas and the Eastern U.S. against operational transmission natural gas pipelines. It helps frame where existing and near-term demand is already clustering near the current gas network. For more information, please visit our Blog: hubs.li/Q04bqms00 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q04bqh0z0 #DataCenters #NaturalGas #Midstream #AI #PowerDemand #Rextag

How Williams’ Transco Corridor Connects Haynesville Supply to LNG and Southeast Power Williams’ February 2026 results release tied 2025 growth to Transco expansions, new Gulf volumes, Louisiana Energy Gateway, and higher Haynesville volumes. The company also pointed to a growing pipeline project queue and a bigger role for power-related growth. This map follows that corridor through Haynesville/Bossier, Transco, LEG, Driftwood, Louisiana LNG, and future Williams-led expansions including Southeast Supply Enhancement, Power Express, and Dalton Lateral Expansion II. It is a simple way to visualize how Williams’ network links gas supply, Gulf Coast infrastructure, LNG demand, and Southeast power markets. For more information, please visit our Blog: hubs.li/Q049R2RT0 #NaturalGas #LNG #Power #Midstream #Williams #Transco #Rextag

How Kinder Morgan’s Network Lines Up With LNG and Power Demand Growth Kinder Morgan’s February 2026 investor presentation argues that the company’s next growth cycle is tied heavily to LNG demand growth, especially along the Texas-Louisiana Gulf Coast. The deck also highlights Kinder Morgan’s scale in both gas transmission and storage, positioning the company around the corridor it believes will matter most for the next wave of U.S. gas infrastructure demand. This map shows Kinder Morgan’s gas pipeline and storage footprint, with selected LNG terminals added as demand markers. It is a simple way to visualize how Kinder Morgan’s network lines up with LNG corridors and the storage capacity needed to support them. For more information, please visit our Blog: hubs.li/Q049HP4B0 Ready to see Rextag’s Energy DataLink in action? Book a live demo with our team and discover how easy it is to turn complex energy data into clear insights: hubs.li/Q049HPLN0 #NaturalGas #LNG #Power #Midstream #Storage #KinderMorgan #Rextag

ArcLight Capital Partners agreed to acquire InfraBridge’s 50% stake in Invenergy AMPCI Thermal Power, adding 11 power infrastructure assets across North America: hubs.li/Q048V5hD0 #PowerMarkets #PowerInfrastructure #NaturalGas #EnergyTransition #Rextag

Permian operators are still dealing with associated gas constraints even in a stronger oil-price environment. This map shows 2025 gas flaring locations across the basin using Rextag’s new U.S. gas flaring dataset, now available in Energy DataLink: hubs.li/Q048SF5D0

Where Data Center Growth Outpaces the Grid, Texas in Focus Texas has become the No. 2 data center market in the U.S., but power delivery, transmission constraints, and energization timing may shape how quickly the state can close the gap with Virginia: hubs.li/Q048wKYr0

Why Texas Carbon Storage Projects Are Taking Longer to Approve Texas is telling Class VI applicants to plan for ~two-year approvals, even with state primacy in place. For more information, please visit our Blog: hubs.li/Q047Kszs0

EOG’s 2026 Portfolio Backstops, Mapped Analysts are debating Delaware well performance and whether EOG may need more Delaware wells to meet the low end of 2026 guidance. For more information, please visit our Blog: hubs.li/Q047Kh-h0

Bad headlines aside, California’s oil story is now about concentration and constraint. Kern County is the core, and a small set of operators drive most of the remaining onshore footprint. For more information, please visit our Blog: hubs.li/Q046qkmB0

Permian Crowding vs Canada Shale Runway, Mapped As the Permian gets more crowded, capital is rotating toward Canada’s Montney and Duvernay. For more information, please visit our Blog: hubs.li/Q0462zQC0

Hormuz risk is back, and it’s already hitting real flows. Rextag’s Energy DataLink brings ship tracking together with satellite imagery and infrastructure context to support faster market reads and decisions. For more information, please visit our Blog: hubs.li/Q045r5Pl0