Energy Transfer LP
$21.19
ET
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Scouting Reports
How Maritime Chokepoints Mint U.S. Refinery Margins
Aug 13, 2026
The global oil map is undergoing a forceful, physical redraw. With persistent militant activity in the Red Sea and a diplomatic stalemate choking off the Strait of Hormuz, Middle Eastern crude is scra
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Weekly Playbook: The Capital Return Checkpoint (TIPT, CRARY, KEY-PJ)
Jul 27, 2026
On May 29, Tiptree Inc. and Warburg Pincus finalized the sale of their specialty insurer Fortegra, locking in a substantial liquidity event for the holding company businesswire . Now, the market wants
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The Grid Bottleneck Rewiring Industrials
Jun 18, 2026
Industrial policy and artificial intelligence scaling have triggered an unprecedented race for electrons, but generating power is only half the battle. Moving that power to where it is actually needed
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