Energy market journals?

I'm wanting to start following the energy markets closer. Particularly, I'm looking for industry journals on pipelines. What are your favorite energy journals?

 

https://www.naturalgasintel.com/
https://www.eia.gov/
platts

for power the ISOs have a lot of info
and check weather

 

To be more specific, I'm wanting to invest in pipeline companies and I'm looking for a pipeline specific journal that talks about the companies that are in growth positions.

 

• Matterhorn Express Pipeline
  A pipeline that will move oil and gas to market. Construction is expected to be completed by Q4 2024.
• Blackcomb Pipeline
  A pipeline that will transport natural gas from the Permian Basin to Agua Dulce, Texas. It is expected to enter service in 2026.
• Canadian Prosperity Project Pipeline
  A 4,500 km pipeline that is expected to start operation in 2030.
• Carlsbad Gateway Pipeline
  A 24-inch pipeline that originates in Eddy County, New Mexico and extends into Culberson County, Texas.
• Panhandle Regional Expansion Project
  A project to increase the capacity of the Panhandle Transmission System in Toronto.
• Trans-Saharan Gas Pipeline
  A pipeline that will connect Nigeria's Warri hydrocarbon fields to Algeria's Hassi R'Mel feeder hub.
• West African Gas Extension Pipeline
  A 5,600 km pipeline that will start in Nigeria and end in Morocco. It is expected to start operation in 2030.
• Saguaro Connector Pipeline
  A pipeline that will deliver natural gas to the Saguaro LNG export facility on the Gulf of California coas

 

https://www.ferc.gov/industries-data/natural-gas/major-pipeline-projects-pending

 

https://etfdb.com/etfdb-category/mlps/

 

pipelines don't matter, can carry oil to gas. i rather put money in us treasury.

all us infra projects are losing money, so mlps are just sharing the pains with old timers, with a little bit higher yield to attrract new money.

energy companies are different story

 

I'm thinking that if the AI boom really requires that much extra energy it'll be the distribution system that will get stressed first. Transport rates will go up until more capacity is added.

 

nuclear powers seem to be hot

 

FWIW-

Crude oil: "Crude demand clings by a thread. Even with all the hype around Artificial Intelligence and data centers, we believe global energy consumption should grow below 3% YoY into 2030. In turn, oil use may struggle to grow above 1% annually." (Bank of America)

https://macro.hedder.com/trump-vs-t...at-risk/?ref=global-macro-playbook-newsletter