RBN’s Daily Energy Blog and Insights sharpen your energy IQ through fundamentals-based analysis that makes sense of North America’s energy market dynamics.
One of the biggest stories in the energy world right now is the rise of data centers and the massive amounts of electricity they require. Today, we zero in on their rise in the Northeast and preview our latest Drill Down Report on the changing dynamics in the regional gas market.
Northeast gas demand declined week-on-week despite the start of summer, leading to low cash basis over the Juneteenth weekend.
The NATGAS Appalachia weekly report provides the data and insights to monitor the northeast natural gas market’s twists and turns and identify the risks and opportunities along the way, including tracking supply-demand trends, outbound capacity and their impact on takeaway pipeline utilization, and regional prices.
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.
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.
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.
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.
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.
The Crude Oil Billboard keeps readers at the forefront of the U.S. crude oil market by offering access to data and information moments after its release. Say goodbye to PDF reports that come out after the market has already moved on.
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.
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.
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.
