Rob Wilson

New York

Reporter at The Bobr Times

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Articles

Restoration Hardware's Stock Price Vectors -63% YTD

2 weeks ago | consumereq.substack.com | Rob Wilson

This week, Restoration Hardware (RH - $145.66) plunged -38%. YTD the stock is down -63%. At one point during this week’s Q4 2024 conference call, CEO Friedman got a look at his company’s after-hours stock price and said… “Oh shit. Okay, I just looked at the screen. I had to look at it. It got hit when I think the tariff came out.
Who’s Using Matterhorn? Data Reveals Shippers Behind Latest Permian Pipe

3 weeks ago | eastdaley.com | Rob Wilson

Matterhorn Express Pipeline continues to ramp natural gas deliveries to the Katy market, flowing over 1.5 Bcf/d recently to interstate systems. Thanks to new data, the market has its first view of the shippers backing the latest Permian pipeline. Matterhorn had a total of 1.865 Bcf/d of firm capacity under contract with 15 shippers in 4Q24, according to 549D intrastate pipeline data filed with the Federal Energy Regulatory Commission (FERC).
Targa Tacks on New Infrastructure Targeting Permian NGLs

1 month ago | eastdaley.com | Rob Wilson

A significant amount of infrastructure is being built by 2029 to handle the processing, transportation, fractionation and distribution of NGL supply growth, mostly from the Permian Basin. Targa Resources (TRGP) just added a few more logs to the fire. Permian-related NGL infrastructure under development includes:75 Bcf/d of processing plant capacity;35 MMb/d of NGL pipeline egress;2 MMb/d of fractionation capacity;1 MMb/d of LPG export capacity; andAt least 0.3 MMb/d of ethane export capacity.
David Kohn Architects completes Modern Art Oxford makeover

1 month ago | architectsjournal.co.uk | Rob Wilson

Modern Art Oxford is housed in the former City Brewery building, designed in 1878 by Harry Drinkwater. The project focused on improving visual appearance, lighting and acoustics, while enhancing navigation and circulation, to create a more welcoming and inclusive venue.
Artform completes two semis on brownfield site in Manchester

1 month ago | architectsjournal.co.uk | Rob Wilson |Rob Wilson

Replacing a former single-storey dwelling which was in a poor state of repair, the two new houses are mirror images of each other. Each house is laid out over three levels. On the ground floor, the open-plan kitchen/dining/living spaces at the rear overlook private rear gardens, with a stepped façade incorporating a feature window seat and brick canopy. Four bedrooms are accommodated on the upper two floors, alongside a workspace/office on the top floor.
Northeast Producers Join the NGL Party

2 months ago | eastdaley.com | Rob Wilson

Ethane supply hit another record in Nov '24, now the fifth monthly record high in 2024 per EIA data. The Permian Basin has been the primary driver of ethane and NGL supply overall, but the Marcellus and Utica are also contributing to the NGL growth party. East Daley forecasts NGL production and flows from the Northeast (Marcellus+Utica) in the NGL Hub Model.
The Perfect Couple: ONEOK, MPLX Partner on Downstream NGL Projects

2 months ago | eastdaley.com | Rob Wilson

ONEOK (OKE) and MPLX (MPLX) have partnered to build out the downstream component of their NGL value chain. The arrangement is one East Daley Analytics has speculated on and cements OKE/MPLX as one of six large integrated energy companies transporting Permian NGL supply growth to international markets. The Deal: OKE and MPLX will jointly develop an LPG export terminal and pipeline connecting to OKE’s Mont Belvieu storage assets.
Hess Takes the Over on Bakken Growth

2 months ago | eastdaley.com | Rob Wilson

East Daley forecasts Bakken rich gas to grow at a 2% CAGR from 2024 to ’26, and Hess Midstream (HESM) just took the over on that line. The company issued a bullish outlook that could signal broader supply growth in Bakken commodity streams. HESM reported earnings last week and guided to CAGR of 10% over the 2024-26 period. The guidance creates upside to EDA’s supply outlook for the company’s Bakken Tioga and Little Missouri G&P asset system, and potentially for the Bakken in general.
Targa’s Daytona Drives Another NGL Record

Jan 22, 2025 | eastdaley.com | Rob Wilson

NGL production hit yet another record in Oct ’24 thanks to the early start of Targa Resources’ (TRGP) Daytona NGL Pipeline. New data confirms the project has addressed a bottleneck in the Permian Basin and gives TRGP good momentum heading into 4Q24 earnings. The new October high for NGL production follows record production in March, April, May and September of 2024.
Why Wealthy Men Love These $1,000 Pants That Feel ‘Like Pajamas’

Jan 17, 2025 | wsj.com | Rob Wilson

Comfy yet sufficiently dressy in wool, these five-pocket pants have affluent men reaching for their Black Cards. Why a little-known Italian brand’s $1,000 cashmere specimen is the most sought-after of all. You hear plenty about the cashmere caps, slip-on sneakers and limited-edition dive watches beloved by deep-pocketed men. Fancy pants? Not so much.