TR TRGP Targa Resources Загрузка... : Бычьи и медвежьи мнения аналитиков

Permian gas takeaway capacity coming online should remove the gas-oil ratio constraint, meaning more associated gas and NGL volumes will flow even as operators keep optimizing for oil. — Permian-focused gas/NGL midstream companies should see accelerating throughput as pipeline constraints clear.

Targa raised guidance substantially due to stronger Permian volumes, marketing and LPG export opportunities, pointing to a robust outlook for the rest of the year.

APT's through-system revenues are benefiting from higher natural gas basis spreads, which are being driven by rising associated gas production, constrained takeaway capacity, and lower demand due to warm weather. Management expects this to add an additional $0.08-$0.12 to fiscal 2026 EPS in the second half. — This indicates a tightening natural gas takeaway market in the Permian Basin (Waha), which is a positive pricing signal for midstream companies with capacity on pipes leaving the basin (e.g., TRGP, WMB) and a negative signal for those with gathering/processing assets long on gas.

Management's tone is confidently bullish, reiterating low double-digit volume growth for 2026 and raising the outlook for 2027 and beyond, underpinned by strong producer activity and commercial wins.

Long $TRGP — Nation Building Port diluent exporter to Venezuela.

Long $TRGP (calls) — Nation Building port; diluent exporter to Venezuela at $186.77.

Long TRGP — operates Galena Park Marine Terminal, primary diluent hub for Venezuela.

Long TRGP — benefits from diluent imports (naphtha/natural gasoline) needed to make Venezuelan.