- Analyst Insight
Q3 2026 Earnings Calls: Enbridge Expects Western Canada to Grow By >1 Million b/d by 2035
Enbridge reported its third quarter results on November 6.
- Analyst Insight
Q3 2026 Earnings Calls: TC Energy Sanctions Three Midwest Gas Pipeline Expansions
TC Energy reported third quarter results on November 5. Operationally, receipts on the company’s NGTL system and Western end of its Canadian Mainlines were up 2% and 7% year-over-year, respectively, to 14.3 Bcf/d and 4.3 Bcf/d, while U.S.
- Blog
Breaking Us In Two – National Fuel Gas Becomes Last Gas Utility to De-integrate by Spinning Off Upstream Unit
National Fuel Gas, founded in 1902, is an energy industry unicorn — the only U.S. company fully integrating exploration and production, midstream gathering and transportation, and downstream utility sales of natural gas. But as NFG recently announced, that’s about to change.
- Blog
Straight to the Heart – Kinder Morgan’s Southeast Connector Charts New Path to the Heart of the South
Efforts by midstreamers to add natural gas pipeline capacity into and through the Southeast took a big leap forward when Kinder Morgan sanctioned plans for the Southeast Connector, a greenfield pipeline intended to greatly enhance the delivery of Appalachian-sourced gas to the heart of the South.
- Blog
How Will I Know – Will a Newly Sanctioned Pipeline Give the Bakken a Big Surplus of Gas Takeaway?
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?
- Blog
Solitude, Encore Edition – New Natural Gas Pipeline to Overwhelm the Permian Basin with Outbound Capacity
Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled.
- Blog
Solitude – New Natural Gas Pipeline to Overwhelm the Permian Basin with Outbound Capacity
Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled.
- Analyst Insight
Q2 2026 Earnings Calls: TC Energy Raises Natural Gas Demand Growth Forecast, Expands Project Inventory
TC Energy raised its 10-year North American natural gas demand growth forecast by 11 Bcf/d, increased its backlog of pending and potential projects significantly, and reported higher year-over year natural gas pipeline volumes in both the U.S.
- Blog
Blankets – FERC Starts a Process to Expand Blanket Gas Pipeline Authorizations
The Federal Energy Regulatory Commission issued a Notice of Proposed Rulemaking on applying its “blanket authorization” rules to a lot more gas pipeline projects than in the past. In today’s RBN blog, we discuss the proposal and what the planned change would mean for pipeline owners and developers.
- Blog
Rikki Don’t Lose That Number — ‘311’ Gas Transportation: What Is It, Why Is It, and How Does It Work?
A regulatory topic that had long been very backburner — the so-called “311” transportation of natural gas — is suddenly front and center because it applies to the slew of new, mostly intrastate pipelines that have been built across Texas to get Permian gas to LNG terminals on the Texas and Louisiana coasts.
