Forward to: Infrastructure

Midstream & Infrastructure
Workflows

Ten agent workflows for the Infrastructure team — pipeline operator monitoring, LNG terminal tracking, storage facility intelligence, infrastructure development signals, gathering system analysis, processing plant monitoring, export terminal intelligence, tariff and toll tracking, infrastructure M&A signals, and midstream strategy dashboards — enabling data-driven infrastructure decisions powered by comprehensive domain intelligence.

1Pipeline Operator Monitoring

AI agent monitors major pipeline operator domains to track capacity expansions, regulatory filings, tariff changes, and operational developments across crude oil, natural gas, NGL, and refined product pipeline networks.

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Track Pipeline Operator Signals
/investors/press/about/careersOpenPageRank
PIPELINE OPERATOR INTELLIGENCE — 95 OPERATORS TRACKED ════════════════════════════════════════════════════════ enterpriseproducts.com — Enterprise Products Partners /investors: $6.8B capital program — NGL pipeline expansions /press: Permian-to-Gulf Coast NGL capacity +200K bbl/day /careers: +32% field operations hiring — Texas/Louisiana SIGNAL: Expanding NGL takeaway — supports Permian production growth energytransfer.com — Energy Transfer /investors: $3.2B Permian Express expansion approved /press: Crude oil pipeline capacity to Gulf Coast: 1.8M bbl/day /about: 125,000+ miles of pipeline across 44 states SIGNAL: Dominant Permian crude takeaway — competitive pressure kindermorgan.com /investors: Natural gas pipeline network — 70,000+ miles /press: Tennessee Gas Pipeline expansion for Northeast demand /sustainability: Responsibly sourced gas certification program

2LNG Terminal Tracking

AI agent monitors LNG liquefaction and regasification terminal domains to track capacity additions, construction progress, regulatory approvals, and commercial developments across global LNG infrastructure.

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Track LNG Terminal Developments
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LNG TERMINAL INTELLIGENCE — 48 TERMINALS TRACKED ════════════════════════════════════════════════════════ venturegloblng.com — Venture Global LNG /about: Plaquemines LNG — 20 MTPA under construction /press: CP2 LNG — 20 MTPA FID approved, construction starting SIGNAL: 40 MTPA new US capacity — major supply addition nexteralhub.com — NextDecade Rio Grande LNG /investors: Train 1-3 FID — 17.6 MTPA capacity /press: Carbon capture integrated — first CCS-equipped LNG plant SIGNAL: CCS integration creating premium LNG product GLOBAL LNG CAPACITY PIPELINE: Under construction: 180 MTPA globally FID pending: 120 MTPA — uncertain timeline US export capacity 2028: 25 Bcf/day (2x current) Qatar expansion: 126 MTPA by 2027

3Storage Facility Intelligence

AI agent monitors crude oil, natural gas, and NGL storage facility operator domains to track storage capacity, utilization rates, expansion plans, and strategic storage positioning across major trading hubs.

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Monitor Storage Facility Signals
/about/products/investorsIAB Categories
STORAGE FACILITY INTELLIGENCE ════════════════════════════════════════════════════════ magellanmidstream.com — Cushing hub operator /about: 39M barrels crude storage capacity at Cushing /investors: Storage utilization at 68% — below historical avg SIGNAL: Cushing stocks elevated — bearish for WTI spreads enlink.com — EnLink Midstream /products: NGL fractionation and storage — Mont Belvieu hub /press: New propane storage cavern — 3M barrel capacity SIGNAL: NGL storage expansion supports export growth STORAGE UTILIZATION: Cushing crude: 68% utilized (bearish contango signal) Henry Hub gas: 85% full (ahead of 5-year average) Mont Belvieu NGL: 72% utilized (balanced market) European gas: 82% full (comfortable for winter)

4Infrastructure Development Signals

AI agent monitors infrastructure developer, EPC contractor, and permitting authority domains to track new pipeline, terminal, and processing plant projects from proposal through construction and commissioning.

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Track New Infrastructure Projects
/press/about/complianceDomain Ages
INFRASTRUCTURE DEVELOPMENT TRACKER ════════════════════════════════════════════════════════ mountainvalleypipeline.info — MVP Natural Gas /about: 42-inch, 303-mile pipeline — West Virginia to Virginia /press: Fully operational — first gas flowing Q4 2024 SIGNAL: Removes Appalachian gas takeaway bottleneck mplx.com — MPLX LP /press: Whistler Pipeline expansion — 500 MMcf/day added capacity /investors: $2.1B Permian gas processing expansion SIGNAL: Permian gas processing capacity increasing PROJECT PIPELINE STATUS: Under construction: 18 major projects ($42B total investment) Permitting: 12 projects — avg 3.2 year timeline Pre-FID: 8 projects — financing dependent on market conditions Recently cancelled: 3 projects (regulatory/environmental opposition)

5Gathering System Analysis

AI agent monitors upstream gathering and processing company domains to track wellhead connectivity, gathering system expansions, and producer-midstream contract developments across major producing basins.

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Monitor Gathering System Developments
/about/investors/pressIAB Categories
GATHERING SYSTEM INTELLIGENCE ════════════════════════════════════════════════════════ crestwoodequity.com — Crestwood Equity Partners /about: Delaware Basin gathering — 1.2 Bcf/day gas processing /investors: $800M gathering expansion in Permian Basin SIGNAL: Delaware Basin gathering capacity keeping pace with drilling targa.com — Targa Resources /investors: 14 gas processing plants — 7.4 Bcf/day capacity /press: Grand Prix NGL pipeline expansion — +150K bbl/day /careers: +28% field operator hiring — Permian focus BASIN GATHERING CAPACITY: Permian (Delaware): Capacity adequate — no major constraints Permian (Midland): Tight in certain areas — flaring above targets Appalachia: MVP online — gathering constraints easing DJ Basin: Processing capacity tight — expansion needed

6Processing Plant Monitoring

AI agent monitors gas processing plant operator domains to track processing capacity, plant utilization, NGL recovery, and fractionation developments across major processing hubs.

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Track Processing Plant Operations
/products/investors/pressCountries
PROCESSING PLANT INTELLIGENCE ════════════════════════════════════════════════════════ oneok.com — ONEOK /investors: 14 fractionation plants — Mont Belvieu hub dominant /press: New Arbuckle II NGL pipeline — 400K bbl/day to Gulf Coast /products: C2+ NGL recovery services — ethane rejection flexibility SIGNAL: NGL fractionation capacity expansion supports petrochemical growth dplinc.com — DCP Midstream (now Phillips 66 Partners) /about: 40+ gas processing plants across 13 states /investors: 6.5 Bcf/day inlet capacity — 88% utilization SIGNAL: High utilization — expansion needed to avoid bottleneck FRACTIONATION CAPACITY (Mont Belvieu): Total capacity: 5.2M bbl/day (adequate for 2026) Utilization: 82% — approaching need for new capacity Ethane rejection: 600K bbl/day being rejected (no petchem demand)

7Export Terminal Intelligence

AI agent monitors crude oil, refined product, NGL, and LNG export terminal domains to track export capacity, vessel loading data, and international trade flow patterns from US Gulf Coast and global export hubs.

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Track Export Terminal Operations
/about/press/productsCountries
EXPORT TERMINAL INTELLIGENCE ════════════════════════════════════════════════════════ enterpriseproducts.com — ECHO Terminal (Houston Ship Channel) /products: 2.2M bbl/day crude export capacity — VLCC capable /press: Export volumes averaging 1.8M bbl/day in 2025 SIGNAL: US crude exports at record levels enbridge.com — Ingleside Energy Center /about: Largest US crude export terminal — 1.5M bbl/day /press: VLCC loading capability — direct deepwater access SIGNAL: VLCC economics improving US crude competitiveness US EXPORT CAPACITY: Crude oil: 6.5M bbl/day capacity (4.2M utilized) LNG: 14 Bcf/day (90%+ utilization) NGL/LPG: 2.8M bbl/day — global supply dominant Refined products: 3.2M bbl/day Gulf Coast

8Tariff & Toll Tracking

AI agent monitors FERC filings, pipeline tariff pages, and regulatory domains to track transportation tariff changes, toll negotiations, and rate case developments across interstate and intrastate pipeline systems.

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Monitor Tariff Changes
/compliance/pricing/pressOpenPageRank
PIPELINE TARIFF INTELLIGENCE ════════════════════════════════════════════════════════ ferc.gov — Federal Energy Regulatory Commission /compliance: Oil pipeline index — PPI+1.3% annual escalation /press: 12 new tariff filings under review SIGNAL: Inflationary tariff escalators impacting transportation costs energytransfer.com — Permian crude tariffs /pricing: Permian Express tariff: $2.85/bbl to Gulf Coast /compliance: FERC rate case — requesting 8% increase SIGNAL: Rising tariffs reducing Permian producer netbacks TARIFF TREND ANALYSIS: Average crude tariff: +6.2% YoY across major pipelines Gas pipeline tolls: +4.8% YoY — CPI-linked escalators NGL tariffs: Stable — competitive pressure from new capacity IMPACT: Rising tariffs eroding 15-20 cents/bbl of producer margins

9Infrastructure M&A Signals

AI agent monitors midstream company domains for M&A signals — tracking strategic reviews, asset divestitures, partnership consolidations, and dropdown transactions across the midstream sector.

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Track Midstream M&A Activity
/investors/press/leadershipOpenPageRank
MIDSTREAM M&A INTELLIGENCE ════════════════════════════════════════════════════════ oneok.com — ONEOK / Magellan Midstream /investors: $18.8B Magellan acquisition integrated /press: Combined entity — largest diversified midstream company SIGNAL: Consolidation creating scale advantages westernmidstream.com /investors: Strategic review announced — exploring sale options /press: Occidental divesting midstream to focus on upstream OPPORTUNITY: Evaluate Delaware Basin gathering assets for acquisition MIDSTREAM M&A TRENDS: Total midstream M&A 2025: $62B (+35% YoY) MLP simplifications: 4 completed — more expected Average EV/EBITDA: 9.2x (above 5-year average of 8.1x) Private midstream assets for sale: $18B identified

10Midstream Strategy Dashboard

AI agent synthesizes all midstream and infrastructure intelligence into a strategic dashboard — providing leadership with visibility into pipeline capacity, LNG terminals, storage utilization, tariff trends, and M&A activity across the midstream sector.

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Generate Midstream Dashboard
/investors/press/productsOpenPageRank
MIDSTREAM DASHBOARD — FEBRUARY 2026 ════════════════════════════════════════════════════════ Pipeline operators tracked: 95 | LNG terminals: 48 | Processing plants: 180+ Permian takeaway: Adequate | Appalachia: MVP online — constraints easing LNG under construction: 180 MTPA | US exports: 14 Bcf/day Cushing storage: 68% utilized | M&A activity: $62B in 2025
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Generate Midstream Report

Midstream & Infrastructure Report — February 2026

EXECUTIVE SUMMARY ──────────────────────────────────────── Pipeline operators monitored: 95 domains | LNG terminals: 48 Infrastructure projects: 18 under construction ($42B investment) Key development: 180 MTPA LNG capacity under construction globally Storage: Cushing at 68% (bearish crude) | Gas storage adequate for winter Tariff pressure: Average +6.2% YoY — impacting producer economics M&A: $62B in 2025 midstream deals — consolidation accelerating
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