The Marcellus/Utica still has vast amounts of natural gas to supply the ongoing surge in demand from power generators and LNG exporters. But there’s a catch: A significant step-up in Appalachian production can only occur if new pipeline infrastructure is built to transport that gas to where it’s needed.
The U.S. is at the tail end of an incredible wave of LNG expansion that has so far seen nine new projects across seven terminals reach a final investment decision in a little over a year. Today, we take a closer look at the Commonwealth LNG project and what comes next for U.S. LNG development.
Fluor Corporation announced on June 1 that its joint venture with JGC Corporation, JGC Fluor BC LNG II, received a Limited Notice To Proceed” (LNTP) for the proposed Phase 2 expansion of LNG Canada.
The price of natural gas remains negative at Waha. But movement in the forward curve suggests that the market is looking to a brighter future in the second half of the year.
One of the most discussed and often misunderstood aspects of the midstream world is the pipeline open season. It is how midstreamers go out to the market to test shipper interest and lock in commercial commitments for new projects and can effectively determine whether a project will get built.
Northeast demand was down week-on-week despite the calendar approaching summer. Outflows to other regions were up very modestly, with outflows on Tennessee Gas Pipeline cappped.
As the Marcellus/Utica became the U.S.’s premier natural gas production region in the 2010s, a larger portion of its output headed out of the Northeast. An increasingly important part of the story has involved greater demand for gas from within the Northeast, especially the power sector.
Ksi Lisims LNG LP, the consortium that owns the proposed Ksi Lisims LNG project to be located on the northwest coast of British Columbia, announced on May 27 that it had entered into a Heads of Agreement with Germany’s state-owned SEFE (Securing Energy for Europe) for the sale and purchase of 1 m
U.S. LNG feedgas remains below recent peak levels as maintenance continues to curb demand with one train offline at both Cameron and Freeport LNG.
U.S. LNG feedgas averaged about 17.4 Bcf/d last week, flat week-on-week, but flows should begin to climb at the end of this week as maintenance wraps up. Cameron appears to be nearing the end of its outage and Freeport will likely follow the week after.
Kinetik shut in about 170 MMcf/d of Permian natural gas production due to low Waha prices during Q1 2026, which was more than offset by “spread-based marketing gains” which helped it post a record quarterly EBITDA of $251 million, the company said during its earnings call this week.
