Lindsay Schneider

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 U.S. is at the tail end of an incredible wave of LNG expansion that has so far seen nine new projects across seven terminals reach a final investment decision in a little over a year. Today, we take a closer look at the Commonwealth LNG project and what comes next for U.S. LNG development.

This year will be a tale of two halves for the Permian. Natural gas production and pricing figure to remain fairly stable until the back half of this year, when more than 5 Bcf/d of new pipeline capacity comes online, giving the basin room to grow for the first time in a long time.

Haynesville natural gas production is heading back to record levels thanks to growing LNG demand and new pipelines designed to move gas from north to south in Louisiana. In today’s RBN blog, we’ll preview some of the topics RBN will be covering regularly in the new NATGAS Haynesville report. 

Natural gas prices at the Waha hub in West Texas plunged below zero again recently after force majeure and maintenance events across multiple pipelines left Permian producers scrambling to move their gas out. Persistent congestion will remain a big headache this fall and likely again in the spring, before the new Blackcomb and Hugh Brinson pipelines come online in 2026. In today’s RBN blog, we’ll highlight the importance of gas-flow analysis and pipeline modeling to preview our upcoming Natural Gas Master Class, which features real-world examples from today’s market, including a look at recent negative pricing in the Permian and Appalachian outflows on Mountain Valley Pipeline (MVP).