Just as upstream producers settled into a lower-growth, shareholder-return-focused era, commodity prices moved sharply higher during Q1 2026. Today, we chronicle a massive rebound in profitability and cash flow from a dismal Q4 2025 for the 38 E&P companies we cover.
After being in virtual limbo the past couple of years, the U.S. Northeast gas market is reawakening. New pipeline development is, well, no longer a pipe dream. Today, we begin a series evaluating the impacts of these changing fundamentals on the Northeast gas market outlook.
The rapid expansion of data centers is one of the biggest stories in the energy sector and the Monarch Compute Campus, which will soon start taking shape in West Virginia, could be a compelling test case for future development. Today, we look at the strategy behind it.
The next four years will reshape the future of North America’s natural gas market. LNG exports are set to surge as new terminals across the U.S., Canada and Mexico come online, causing ripple effects through global energy trade and fueling new demand from Europe and Asia.
The next four years will reshape the future of North America’s natural gas market. LNG exports are set to surge as new terminals across the U.S., Canada and Mexico come online, causing ripple effects through global energy trade and fueling new demand from Europe and Asia.
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.
After a decade of regulatory and legal challenges, Mountain Valley Pipeline (MVP) finally came into service in the middle of last year. The 2-Bcf/d pipeline — soon to be expanded to 2.5 Bcf/d via additional compression — was designed to ease natural gas takeaway constraints out of the Marcellus/Utica and help production there break past its current plateau near 36 Bcf/d, but bottlenecks on the massive Transco Pipeline have complicated matters. In today’s RBN blog, we look at efforts to unleash more Appalachian gas in the domestic market, focusing on the Southside Reliability Enhancement Project (SREP), which has enabled more gas to reach North Carolina.
The Marcellus/Utica has massive natural gas reserves, but daily, weekly and annual production in the three-state shale play is limited by three key factors: in-region demand, takeaway capacity and gas prices. In recent years, the basin’s output has been rangebound between 34 and 36 Bcf/d and Appalachian producers see only modest gains in 2025. But a handful of pipeline projects and rising gas demand from power generators suggest the Marcellus/Utica may finally be on the verge of a production breakout. In today’s RBN blog, we discuss the leading E&Ps’ production forecasts for 2025 and the prospects for considerably higher output by the end of this decade.
Marcellus/Utica natural gas production grew by leaps and bounds in the 2010s, but the pace of growth has slowed dramatically in recent years, mostly due to takeaway constraints. Finally, the prospects for renewed growth are improving. New pipeline capacity out of Appalachia is coming online — especially to the booming Southeast, and maybe the Gulf Coast too. New LNG export capacity is about to be commercialized. And a lot of new gas-fired generating capacity — much of it tied to planned data centers — is under development within (or very near) the Marcellus/Utica region. In today’s RBN blog, we examine the three big gas-demand drivers behind the shale play’s impending renewal.
Marcellus/Utica natural gas production grew by leaps and bounds in the 2010s, but the pace of growth has slowed dramatically in recent years, mostly due to takeaway constraints. Finally, the prospects for renewed growth are improving. New pipeline capacity out of Appalachia is coming online — especially to the booming Southeast, and maybe the Gulf Coast too. New LNG export capacity is about to be commercialized. And a lot of new gas-fired generating capacity — much of it tied to planned data centers — is under development within (or very near) the Marcellus/Utica region. In today’s RBN blog, we examine the three big gas-demand drivers behind the shale play’s impending renewal.
