Locator: 51182B.
Apple:
Apple:
This explains "Lulu's" recent rants about Trump and the Mideast:
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Back to the Bakken
WTI: $80.08.
New wells reporting:
- Friday, July 17, 2026: 28 for the month, 28 for the quarter, 381 for the year,
- 42446, conf, Petro-Hunt, Hoiby 158-94-4C-3-4H,
- 22057, conf, Devon Energy, Wagenman 29-32 1H,
- 22056, conf, Devon Energy, Wagenman 29-32 2H,
- Thursday, July 16, 2026: 25 for the month, 25 for the quarter, 378 for the year,
- 41697, conf, Hess, SC-Bingeman-154-98-0904H-9,
RBN Energy: will increased natural gas demand and new pipelines spur higher northeast output? Link here. Archived.
Demand for natural gas in the Northeast regional market and pipeline capacity out of Appalachia are expected to grow in the coming years as more coal plants retire and more data centers come online, but will production necessarily follow suit? Even if market conditions improve, it’s not a done deal. Operators in the region remain largely focused on capital discipline rather than chasing incremental volumes. In today’s RBN blog, we’ll look at which producers are best positioned to grow if conditions warrant.
Today’s blog is part of our broader Northeast natural gas series and marks a shift from pipelines and other infrastructure to producers and where growth might — or might not — show up. We’ve already taken an in‑depth look at new pipeline capacity and the potential impact of new data centers on the Northeast gas market, but we can’t promise a “Field of Dreams” outcome. Just because pipeline capacity is being added doesn’t mean significant new production will automatically follow. On paper, added pipeline capacity and rising demand could support more output, but there’s still plenty of market skepticism about whether producers will deviate from the current strategy to focus on growth. Appalachia has had several years of flat production growth averaging around 33 to 36 Bcf/d since 2020 for a number of reasons, with almost all their drilled wells in either northeastern Pennsylvania or the southwestern Pennsylvania/northern West Virginia/eastern Ohio area (see Figure 1 below). Capital discipline has been the dominant theme, as most producers have prioritized investor demands for free cash flow over growth for its own sake.
