** U.S.-listed shares of pipeline operator Targa Resources TRGP.N up 3% at $183.54
** RBC Capital Markets views Exxon Mobil's XOM.N updated outlook for 2026 to be beneficial for TRGP
** XOM's plan now calls for a doubling of Permian Basin production to ~2.5 million barrels of oil production per day, which represents a 200,000 boepd increase from prior plan
** RBC notes that Targa has exposure to the largest and best capitalized producers in the Permian Basin that generally drill through near term commodity price fluctuation
** Exxon's stronger long-term production and export outlook will drive higher, more durable volumes across Targa's Permian and Gulf Coast midstream system
** 21 of 23 brokerages rate the stock "buy" or higher and 2 "hold"; median PT is $200- data compiled by LSEG
** Including session's moves, TRGP up 3.1% YTD
(Reporting by Dharna Bafna in Bengaluru)
((Dharna.bafna@thomsonreuters.com))
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