Locator: 50388LNG.
This graph / the most recent data is entirely irrelevant at this point.
Ticker: LNG -- could drop 3% at the open; drop of $8 / share in pre-market trading. VG could drop 5%.
Link here. Data updated overnight; released March 31, 2026.
Locator: 50387CDLS.
This generated a lot of discussion.
Again, some adulting in the room.
Locator: 50386LDCS.
Link here. Most recent update: April 1, 2026. 4,088 data centers in the US.
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US Data Center Map
March 10, 2026: 4,069 data centers in the US, as of this date.
Locator: 50385UAE.
Reminder: last year (2025) -- UAE pledged a ten-year $1.4 trillion investment framework in the US.
Not an April Fool's story. LOL.
Locator: 50384TEXAS.
Engine No. 1: an amazing story in itself
Gas turbines: GE Vernova
Comment: Berkshire Hathaway unable or unwilling to put its $400 billion and "goodwill" to work.
Locator: 50383B.
Iran: as Trump signals "the end," Iran expands. Iran hits a huge Qatar tanker with 21 crew members on board. None injured but Qatar has had enough. As has UAE (had enough). We'll know more tonight -- Trump's "One Big Beautiful Speech" airs at 9:00 p.m. EST and for once, all three major legacy networks will air the speech.
API data: as big a miss as ever! A $11.4 million-bbl miss. How can analysts be so wrong.
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Back to the Bakken
WTI: $99.96. WTI still at ~ $100 and folks are cheering! Wow.
New wells reporting:
Thursday, April 2, 2026: 4 for the month, 4 for the quarter, 161 for the year,
42218, conf, CLR, Louisville Federal 6-7H,
Wednesday, April 1, 2026: 3 for the month, 3 for the quarter, 160 for the year,
41446, conf, Whiting, Violet Olson 5596 13-5 4B,
41445, conf, Whiting, Violet Olson 5596 13-5 3B,
41444, conf, Whiting, Violet Olson 5596 13-5 2B,
RBN Energy: this is simply amazing. More natural gas storage capacity planned to serve Gulf Coast LNG and power facilities. Link here. Archived.
The war-related loss of LNG export capacity in Qatar — the #2 supplier after the U.S. — suggests that LNG export terminals along the U.S. Gulf Coast will be running flat-out over the next few years, and that still more U.S. projects may move to a final investment decision (FID). That bodes well for the many natural gas storage facilities already in place near the massive concentration of LNG export capacity along the Texas/Louisiana border (and further east in the Bayou State) and for the storage proposals on the drawing board. In today’s RBN blog, we finish our review of existing and planned storage capacity in this epicenter of energy infrastructure development with a look at three big projects being planned.
This is the fourth episode in our series on gas storage assets in the broad, north-to-south corridor straddling the state line between Texas and Louisiana. In Part 1, we said the three existing LNG export terminals in the Sabine-Neches/Calcasieu area demand up to 7 Bcf/d of natural gas and that four new terminals under construction there will add another 10 Bcf/d of demand over the next five years. The gas needs of these facilities and other large energy consumers in the region (such as power plants and petrochemical complexes) can vary widely, and sometimes suddenly — a perfect setup for the development of gas storage facilities that can quickly inject or withdraw large quantities of gas.
In our first blog, we looked at Caliche Storage’s Golden Triangle Storage and Spindletop Expansion Project; Trinity Gas Storage’s Bethel, TX, facility; and Energy Transfer’s Bethel Gas Storage and Bammel facilities. Then, in Part 2, we discussed NeuVentus’s Texas Reliability Underground Hub in Liberty County, TX; the Black Bayou Energy Hub in Cameron Parish, LA; Gulf Coast Midstream Partners’ Freeport Energy Storage Hub (FRESH); and three Energy Transfer facilities: Moss Bluff in Liberty County; Egan in Acadia Parish, LA; and Tres Palacios in Matagorda County, TX. Part 3 reviewed Williams Cos.’ Pine Prairie facility in Evangeline Parish, LA, and its Arcadia facility in Bienville Parish, LA; Kinder Morgan’s collection of storage sites on both sides of the state line; ONEOK’s Jefferson Island and Napoleonville facilities in southern Louisiana; and Enstor’s Katy Storage & Transportation facility near the important gas hub in Katy, TX.
Today, we’ll start with Sempra Infrastructure’s LA Storage Hackberry project (magenta tank icon in Figure 1 below), a salt-cavern facility in Cameron Parish, LA, whose first two phases will have a total of six caverns with a combined working gas capacity of about 35 Bcf. The company, which holds a majority ownership interest in the Cameron LNG export facility and is constructing the Port Arthur LNG export facility (orange and purple diamonds, respectively), reached FID on the gas storage project’s three-cavern, 16.5-Bcf first phase in September 2023. That phase is currently under construction and slated to come online in Q2 2027; it will have a maximum injection capacity of 1.5 Bcf/d and a maximum withdrawal capacity of 1.5 Bcf/d.