Permian

U.S. natural gas supply is becoming increasingly dependent on three major shale basins, raising concerns about future output, price volatility and constraints on LNG growth.

Higher oil prices could accelerate Permian production growth, quickly tightening pipeline capacity and increasing the need for new takeaway expansions.

Canadian crude re-exports from the U.S. Gulf Coast are expected to surge as pipeline expansions boost flows from Canada to international markets.

Kodiak Gas Services has acquired more than 20,000 horsepower of compression assets in the Permian Basin under a $24 million deal tied to a long-term service agreement.

U.S. natural gas futures held near flat as a Freeport LNG outage reduced export demand, offsetting a recent supply drop and ongoing pipeline constraints in the Permian Basin.

Summit Midstream is advancing expansion of the Double E pipeline in the Permian, backed by new long-term gas transportation agreements and a capacity increase of up to 50%.

U.S. natural gas futures rose as freezing conditions in North Dakota cut output, while ongoing pipeline constraints in the Permian Basin continue to trap supply and pressure regional markets.

U.S. natural gas production reached a record average of 118.5 billion cubic feet per day in 2025, driven largely by growth in the Permian, Appalachia and Haynesville regions, according to the U.S. Energy Information Administration.

Pipeline constraints in the Permian Basin are keeping natural gas prices at the Waha Hub in negative territory for a record 25 straight days, underscoring the urgent need for new takeaway capacity from the nation’s largest oil-producing region.

Expansion of the Wahalajara pipeline system could boost Waha-to-Mexico natural gas transport capacity to nearly 2 billion cubic feet per day as new compression is added to the cross-border corridor.

A combined trenching and HDD strategy enabled 2 Stone Industries to complete a 44-mi West Texas NGL pipeline in just three and a half months, overcoming hard rock, rail crossings and tight mechanical deadlines.

MCM Energy Partners has closed its acquisition of Delaware Basin crude oil and gas assets from Battalion Oil, adding 6,207 net acres in Ward County, Texas, and expanding its operated inventory across the Permian Basin.

U.S. natural gas pipeline projects completed in 2025 added 6.3 billion cubic feet per day of new capacity, with 85% directed to the Gulf Coast to support rising LNG and regional demand.

U.S. natural gas futures rose to a one-week high as LNG export flows approach record levels and a winter storm lifts Northeast demand, while Permian Waha prices remain negative amid pipeline constraints.

Brazos Midstream has brought a new 300 million cubic feet per day cryogenic plant online in Martin County and launched another in Glasscock County, boosting Midland Basin processing capacity to 800 million cubic feet per day and adding 70 miles of gathering pipeline.