Shell’s two major September developments mark strategic milestones in its resumption of upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP.
With its newly announced, $50 billion-plus combination with Range Resources, EQT Corp. — already the largest natural gas producer in the Marcellus/Utica — will overtake Expand Energy as the king of the gas jungle in the U.S. as a whole. Today, we discuss the EQT/Range deal and its implications.
There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?
Building an oil or gas pipeline can be a heavy lift, but getting permission to do it can take even longer. Years of reviews, agency coordination and courtroom battles have delayed projects and driven up costs. Today, we look at the permitting reform bill being considered by Congress and what it would do.
The volumes of Permian natural gas flowing into the Katy area west of Houston will be increasing sharply, as will gas demand from LNG export terminals near the Texas/Louisiana border. Three new pipelines are being developed to move gas from between Katy and the state line, but will they be enough?
The developer of a planned natural gas pipeline across North Dakota has reached FID after securing long-term, demand-side commitments for almost all its 1.4 Bcf/d of capacity. The question is, will WBI Energy’s Bakken East Pipeline leave the Bakken with way too much gas takeaway space?
The Gulf Coast gas storage market today is a different animal, marked by steeper prices, an emphasis on high injection and withdrawal rates, and a looming capacity shortfall. How did we get here, which market players are shaping things the most, and how much new gas storage is likely to get built?
The trade press has become increasingly skeptical about whether Europe can adequately replenish its underground natural gas reserves in time to meet critical storage targets. Today, we explain why Europe, and Germany specifically, finds itself in a precarious situation and what might be done.
Far from resting on its laurels, ExxonMobil has weathered multiple industry cycles to drive continual output growth. Today, we analyze how that has unfolded since 2020, where ExxonMobil is investing today, and why the Permian, Guyana and LNG-dedicated assets are defining its upstream future.
A natural gas pipeline deal that gives privately held Esentia Energy a complete, start-to-finish link between the Permian Basin and Mexico’s Pacific Coast is highlighting a heretofore under-the-radar LNG project being planned at the end of that now-1,400-mile pipeline system.
