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

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.