Possible scenario
Permian Consolidation Wave
25% Chance
The Vaquero transaction becomes another signal that large midstream operators are willing to pay for Permian gas gathering and processing scale. Private-equity sellers and strategic buyers move faster after recent exits by Crestwood owners and Enbridge's Permian gathering purchase.
Secondary impacts
- Energy +0.2%
Tickers
- TRGP+1.3%
- EPD+0.4%
- KMI+0.3%
- ENB+0.2%
- ET-0.1%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.