Top Stories Mid-2026: How the Iran War is Bearish for US Gas
The Iran conflict has injected a risk premium into global crude markets, pushing up not only near-term prices but also…
Natural Gas
Top Stories Mid-2026: A Hidden Constraint Limits Permian Gas Growth
Gas pipeline takeaway from the Permian Basin is set to rapidly expand in the years ahead, a key element for…
Winter is the Achilles’ Heel of California’s Renewables Transition
California’s power markets are moving away from natural gas as growing solar and battery deployment reshape the state’s dispatch stack.…
Costa Azul Produces First LNG, Adding to Southwest Demand Growth
On June 4, Sempra Energy announced that Phase 1 of ECA LNG (Energia Costa Azul) achieved first LNG production. The…
Delfin Reaches FID on First US Floating LNG, Joining a Crowded Louisiana Market
Delfin Midstream took a final investment decision June 3 on the first vessel of its Delfin LNG project, the first…
Start of GCX Expansion Moves Waha Prices to Bad from Abysmal
The journey out of purgatory looks to be a long one for Permian natural gas, based on market activity in…
Influx of Permian Gas Ready to Swamp South Texas
The Permian Basin will soon be open for business, but Agua Dulce isn’t ready to buy yet. Two pipeline expansions…
Matador Teases a San Mateo Spinoff
Matador Resources is weighing a spinoff of San Mateo Midstream, management disclosed on its 1Q26 earnings call. The move would…
Batteries Become a Drain on California Gas Demand
California’s transition toward renewable generation backed by batteries is sapping natural gas consumption, even as electricity demand growth tied to…
Commonwealth LNG Reaches FID, With a Header to Boot
Caturus is moving forward with Commonwealth LNG, the latest export project to be sanctioned in a bullish environment for US…