Appalachia’s largest natural gas producer, EQT, announced during its Q4 2025 earnings call last week that it now has plans to make the Clarington Connector pipeline a 400 MMcf/d project, up from 300 MMcf/d earlier. The pipeline is planned to carry gas from Pennsylvania into Ohio, where it will take advantage of the pricing spread between M2 and Rex Zone 3. Exposure to planned data center demand in Ohio is also a catalyst for the pipe, which is expected to be in service by the end of this year. EQT’s CFO Jeremy Knop also predicted that Ohio Utica gas production will “go into structural decline” in the 2030s, increasing the importance of pipes in Ohio that can draw gas from “a much deeper inventory base on the Pennsylvania side.”
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Don’t Stop Believin’ – A Drill Down Report on Marcellus/Utica Gas Production and Pipeline Egress
Appalachia is churning out just over one-third of Lower 48 natural gas production and has the potential to produce considerably more. The big question is whether output will finally break out.
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Q1 2026 Earnings Calls: EQT Predicts More Gas Demand
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MVP Boost Expected to be 0.6 Bcf/d
EQT announced that the MVP Boost expansion will be 0.6 Bcf/d, rather than the 0.5 Bcf/d previously announced, as the open season was oversubscribed.
