- Analyst Insight
Northeast Gas Demand Down as Summer Starts
Northeast gas demand declined week-on-week despite the start of summer, leading to low cash basis over the Juneteenth weekend.
- Blog
Movin’ Out – Plans to Move More Marcellus/Utica Gas to the Midwest, Mid-South and Deep South
Midwestern states are important markets for natural gas producers in the Marcellus/Utica, as are states in the Mid-South, like Kentucky and Tennessee, and states in the Deep South. But expanding gas sales in those markets will require a lot more pipeline capacity, and that’s exactly what’s in the works.
- Analyst Insight
Gulf Coast Express Expansion Ends Waha’s Negative Streak
Waha natural gas prices were positive again for the week that just ended. An expansion of the Gulf Coast Express pipeline provided a critical boost by raising outflow capacity.
- Analyst Insight
Permian Natural Gas Production Increased Faster than Crude Oil: EIA
The Permian region’s marketed natural gas production grew from 17.2 Bcf/d in 2021 to 27.6 Bcf/d in 2025, a 60% increase, the Energy Information Administration said in a June 18 report, citing its latest Short Term Energy Outlook. Over the same period, crude oil production grew by 39%, going from 4.7 MMb/d to 6.6 MMb/d.
- Blog
Movin’ Out – Several Northeast Gas Pipeline Projects Focus on Pennsylvania, Regional Enhancements
Rising demand for natural gas in the U.S. Northeast and regions to its south and west is spurring the development of gas pipeline projects that collectively will enable Marcellus/Utica E&Ps to ratchet up their production into the 2030s. In today’s RBN blog, we continue our review of these projects.
- Blog
What’s Left – Delfin Floating LNG Joins the Growing List of Gulf Coast Projects Reaching FID
Three new U.S. LNG projects have reached a positive final investment decision this year: Venture Global’s CP2 Phase 2, Caturus’s Commonwealth LNG, and now, most recently, Delfin Midstream’s Delfin LNG, which will be the U.S.’s first floating LNG project.
- Analyst Insight
Haynesville Production Rising After Lackluster Month in May
Haynesville production is beginning to climb again as spring maintenance winds down, with LNG demand expected to rebound as the Freeport facility restarts and Golden Pass commissioning advances.
- Analyst Insight
Waha Gas Reaches Least Negative Price Since February
Natural gas prices were up week-on-week, but still remain negative. Things may be set to change though, as the Gulf Coast Express expansion is imminent.
- Blog
Movin’ Out – The Pipeline Projects That Will Move More Natural Gas Through (and Out of) the Northeast
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.
- Blog
What's Left – Commonwealth, Delfin LNG Add to Wave of U.S. Projects; Are Still More on the Way?
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.
