Locator: 51077B.
Soccer, FIFA: USA plays some little eastern European country on July 1, 2026. If USA. If USA prevails will play either Belgium or Senegal, two small countries, on July 6, 2026. I've been to both!! Whoo-hoo. Both countries. Not both games.
Comcast: shares jump after announcing that Comcast will spin off NBC Universal and Sky from cable business.
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Back to the Bakken
WTI: $70.73.
New wells reporting:
- Tuesday, June 30, 2026: 40 for the month, 196 for the quarter, 353 for the year,
- 42447, conf, Petro-Hunt, Hoiby 158-94-10B-15-1HS,
- 41191, conf, Hess, BL-Mortenson-156-95-2234H-3,
- Monday, June 29, 2026: 38 for the month, 194 for the quarter, 351 for the year,
- 41051, conf, Devon Energy, Wagenman 32-29 3H,
- Sunday, June 28, 2026: 37 for the month, 193 for the quarter, 350 for the year,
- 41609, conf, Hess, BL-Mortenson-156-95-2234H-2,
- Saturday, June 27, 2026: 36 for the month, 192 for the quarter, 349 for the year,
- 41522, conf, Enerplus, MHA Thorn 4894 43-16 6B,
- 41516, conf, Enerplus, MHA Holly 4894 43-16 5B,
- 41515, conf, Enerplus, MHA Nettle 4894 43-16 4B,
- 41514, conf, Enerplus, MHA Lilac 4894 43-16 3B,
- 41513, conf, Enerplus, MHA Hibiscus 4894 43-16 2B,
RBN Energy: surge in data centers helping drive natural gas demand in the northeast. Link here. Archived.
One of the biggest stories in the energy world right now is the rise of data centers and the massive amounts of electricity they require. It’s happening everywhere, but the Northeast stands out because big data center projects are clustering near existing high‑voltage lines, major substations, natural gas-fired generation and pipeline corridors. Some states already have large, mature hubs, while others are just starting to show up on the map. In today’s RBN blog, we zero in on the part of the Northeast with the heaviest concentration of these power‑hungry campuses, while also previewing our latest Drill Down Report on the changing dynamics in the Northeast gas market.
After being in virtual limbo for the past couple of years, the Northeast gas market is reawakening. Pipeline projects to expand connectivity between Appalachia and demand centers are moving forward for the first time in years, including into the previously off-limits New York/New Jersey and New England market areas. Regional flow dynamics are poised to shift as expansions debottleneck production and pathways out of the Appalachia producing region, deepening seasonal patterns. At the same time, structural changes, such as coal retirements and new data centers, are driving additional gas demand, and we’re already seeing more gas-related projects in areas where data centers are planned or under construction. In today’s blog, we’re calling out the heavy hitters among the 14 Northeast states, the places where big data center clusters already exist and more are planned.
As we detailed in Sweet Virginia, the center of the data center universe is Virginia. The state was the pioneer for data centers and has been home to them since the 1990s — long before most people even knew what a data center was. Virginia has more than 550 data centers, with some estimates at well over 600. Northern Virginia already hosts the world’s largest concentration of data centers, anchored by Loudoun (orange-shaded county on top of Figure 1 below) and neighboring counties, and industry estimates suggest the state’s installed and committed capacity runs into the multi‑gigawatt range, far beyond any other state, with the potential to significantly alter the region’s supply/demand picture, a topic examined in our new report. There are many thousands of megawatts already online, mostly serving hyperscalers like Amazon, Digital Realty, Equinix, Google, Microsoft and QTS. Meta’s 500‑MW Henrico facility near Richmond gives a sense of the scale of individual sites.
Figure 1. Planned Virginia Data Centers. Source: Novi Labs
