- Analyst Insight
U.S. LNG Feedgas Sticks to Record Levels
U.S. LNG feedgas demand held at record levels last week as terminals ramped up winter peak operations and Golden Pass continues increasing intake.
- Blog
Roar – EQT’s Range Resources Deal to Supercharge Inventory and Boost Midstream Opportunities
With its newly announced, $50 billion-plus combination with Range Resources, EQT Corp. — already the largest natural gas producer in the Marcellus/Utica — will overtake Expand Energy as the king of the gas jungle in the U.S. as a whole. Today, we discuss the EQT/Range deal and its implications.
- Blog
Long Time – Why Brownfield Projects Have an Edge in the Ongoing Gulf Coast Gas Storage Buildout
There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?
- Analyst Insight
Q3 2026 Earnings Calls: Woodside to Reduce Investment in Beaumont New Ammonia
Woodside Energy has completed the strategic review of its Beaumont New Ammonia facility and will initiate a formal process to reduce its investment, the company said during its Q3 2026 earnings report published October 21. The company announced plans for the review during its H1 2026 earnings presentation in August.
- Analyst Insight
U.S. LNG Feedgas Hits New Heights — With More on the Horizon
U.S. LNG feedgas surged to an all-time high last weekend, reaching the long-awaited 20 bcf/d milestone as winter peak operations ramp up across several terminals.
- Blog
Time Has Come Today – U.S. LNG Feedgas Demand Surpasses the 20-Bcf/d Milestone
A decade ago, the first LNG cargo produced in the Lower 48 was exported from Sabine Pass. Now, feedgas demand for LNG has surpassed 20 Bcf/d for the first time. Today, we look at how we got here, the recent stall in feedgas volumes, and where U.S. export demand is heading in the years to come.
- Blog
Don’t Stop ’Til You Get Enough – Are We Building Enough Gas Pipeline Capacity East Out of Katy?
The volumes of Permian natural gas flowing into the Katy area west of Houston will be increasing sharply, as will gas demand from LNG export terminals near the Texas/Louisiana border. Three new pipelines are being developed to move gas from between Katy and the state line, but will they be enough?
- Analyst Insight
Northeast Gas Demand Down as Prices Slump
Northeast natural gas prices were very low last week, as demand slumped lower. However, LNG feedgas from the region has now returned which to provide more demand as fall weather gets chillier.
- Blog
How Will I Know – Will a Newly Sanctioned Pipeline Give the Bakken a Big Surplus of Gas Takeaway?
The developer of a planned natural gas pipeline across North Dakota has reached FID after securing long-term, demand-side commitments for almost all its 1.4 Bcf/d of capacity. The question is, will WBI Energy’s Bakken East Pipeline leave the Bakken with way too much gas takeaway space?
- Analyst Insight
U.S. LNG Feedgas Begins to Climb
U.S. LNG feedgas demand moved higher last week as Freeport and Cove Point returned from maintenance and Golden Pass intake hit a record over the weekend.
