North America

U.S. Axes 24 Clean Energy Projects, Including Exxon’s Baytown Hydrogen Plan

The U.S. Department of Energy has canceled more than $3.7 billion in clean energy awards issued under the Biden administration, including a major hydrogen project at ExxonMobil's Baytown refinery. The move aligns with the Trump administration's broader rollback of climate policies.

Sempra’s Port Arthur Phase 2 Gets Final U.S. Approval to Export LNG

Sempra's Port Arthur Phase 2 project in Texas has received final approval from the U.S. Department of Energy to export liquefied natural gas, marking the first such authorization under President Trump. The project is expected to export nearly 2 Bcf/d once completed.

Tejon Expands Mongoose Gas Treatment Plant in Midland Basin

The expanded plant accommodates 70 MMcf/d and now operates over 90 miles of pipeline which services Bayswater and a growing network of regional producers, Tejon announced.

Matador Boosts Gas Processing Capacity with Marlan Plant Expansion

The successful expansion of the Marlan Plant on time and on budget adds an incremental 200 million cubic feet per day of natural gas for a new total capacity of 260 MMcf/d in New Mexico.

Energy Transfer to Supply 1 MMtpa Lake Charles LNG to Kyushu Electric

Under the deal with Kyushu, Energy Transfer LNG will supply up to 1.0 MMtpa of LNG on a free-on-board (FOB) basis, and the terms are subject to Energy Transfer LNG reaching FID on the Lake Charles LNG project.

NextDecade Signs 20-Year LNG Purchase Agreement with Japan's JERA

NextDecade Corporation has executed a 20-year LNG sale and purchase agreement (SPA) with JERA for offtake from Train 5 at the Rio Grande LNG Facility. Under the terms of the SPA, JERA will purchase 2.0 MMtpa of LNG for 20 years on a free on-board basis at a price indexed to Henry Hub, subject to a positive Final Investment Decision (FID) on Train 5.

Natural Gas Flows to Freeport LNG Plant Dropped Wednesday, Sources Say

Natural gas flows to a Freeport liquefied natural gas (LNG) export plant in Texas declined on Wednesday, likely leading to a reduction in LNG output, two sources said. When flows to Freeport drop, gas prices in the U.S. usually decline due to lower demand from the plant for the fuel. Freeport declined to comment.

U.S. Natural Gas Prices Drop to One-Week Low Amid Talk of Freeport LNG Reduction

U.S. natural gas futures fell about 6% on Wednesday to a one-week low in volatile contract expiration trade, pressured by an expected decline in gas flows to LNG export plants. Traders said Freeport LNG in Texas might reduce output and they pointed to forecasts for less demand this week than previously expected.

Cheniere Signs 15-Year LNG Purchase Deal with Canadian Natural Resources

U.S. LNG exporter Cheniere Energy said on Wednesday its unit has entered into a long-term agreement to purchase natural gas from Canadian Natural Resources. Canadian Natural Resources has agreed to sell 140,000 MMBtu per day of natural gas to Cheniere for 15 years, which is expected to commence in 2030.

U.S. Natural Gas Prices Rise Slightly on Output Dip, Increased Demand

U.S. natural gas futures edged up about 1% on Tuesday after the long U.S. Memorial Day holiday weekend, on a drop in output so far this month, forecasts for more demand this week than previously expected and hotter-than-normal weather this summer that should boost the amount of gas power generators burn to keep air conditioners humming.

Glenfarne Partners with Worley on Final Engineering for 807-Mile Alaska LNG Pipeline

Glenfarne Alaska LNG has selected Worley to undertake additional engineering and prepare a final cost estimate for the Alaska LNG Pipeline in sufficient detail to achieve final investment decision (FID) for the pipeline.

South Africa Seeks U.S. LNG Import Deal to Boost Supplies, Improve Trade Ties

South Africa has offered to buy liquefied natural gas from the United States over a 10-year period as part of proposals to secure a trade deal, according to a ministerial statement posted on the South African government news agency website.

Pipeline Operators Favor Buying Over Building Despite Trump Push for Projects

Despite fast-tracked approvals under the Trump administration, pipeline firms like Energy Transfer, Kinder Morgan and Williams are prioritizing M&A deals over new builds.

U.S. Looks to Revive $44 Billion Alaska LNG Project with Asian Investment Talks

The U.S. has invited officials from Japan, South Korea and Taiwan to Alaska to discuss projects including a vast gas pipeline, two people familiar with the planning said, as Asian governments consider U.S. investments in the hopes of relief from President Donald Trump's tariffs.

Canadian Oil Exports Pivot Toward China, Undermining U.S. Energy Influence

Canada's seaborne crude exports to China surpassed flows to the U.S. for the first time in April, a shift driven by trade tensions and Trans Mountain pipeline expansion.

CP2 Project Approval Could Make Venture Global Top U.S. LNG Firm

Venture Global is positioned to become the largest U.S. LNG producer by 2026 if its CP2 project moves forward, surpassing Cheniere with a combined 66.5 MTPA capacity, according to company data and analysts.

Kinder Morgan Proposes 290-Mile Gas Pipeline Expansion Spanning Three States

Kinder Morgan is planning a multibillion-dollar expansion of its South System 4 pipeline network, adding 14 new natural gas lines spanning 290 miles across Georgia and neighboring states, along with compressor station upgrades and new metering infrastructure.

Freeport LNG Brings Final Storage Tank Back Online Following 2022 Fire

Freeport LNG has returned its third storage tank to service with regulatory approval, completing the recovery from a 2022 incident that damaged the facility.

U.S. Natural Gas Prices Surge 10% on Output Dip and Technical Buying

U.S. natural gas futures jumped 10% amid lower production, rising demand forecasts, and technical buying, with analysts citing pipeline maintenance and summer heat projections as key market drivers.

Williams Plans New Transco Expansion to Serve 'Power-Hungry' Virginia

Williams announced a new Transco pipeline expansion to deliver up to 950 MMcf/d of natural gas to Virginia, targeting the region's rising energy demand driven by data center growth and power generation needs.

Occidental, ADNOC’s XRG Team Up on $500 Million Texas DAC Hub

Occidental and ADNOC’s XRG have signed an agreement to explore a joint venture for a South Texas Direct Air Capture facility that could remove 500,000 tonnes of CO₂ annually, with XRG considering a $500 million investment in the project.

Continental Accuses Hess of Artificially Inflating Midstream Fees, Costing It $69 Million

Continental Resources has filed a lawsuit against Hess Corp., alleging it was defrauded of up to $69 million through inflated midstream service fees tied to Bakken wells, shifting value to Hess Midstream at the expense of non-operating partners.

Gas Pipeline Blocked in 2020 Could Be Revived in Empire Wind Deal

A federal-state compromise to lift a stop-work order on New York’s Empire Wind project may revive a long-blocked natural gas pipeline from Pennsylvania, potentially reshaping midstream infrastructure plans in the Northeast.

ConocoPhillips CEO Warns U.S. Shale Output Could Plateau at Current Oil Prices

ConocoPhillips CEO Ryan Lance said U.S. shale oil output could plateau if prices remain in the $60–$70 range, with declines likely below $60. He also projected LNG demand to rise sharply, requiring growth from both Qatar and the U.S.

Five Point Seeks $2 Billion Sale of Permian Pipeline Operator Northwind

Private equity firm Five Point Infrastructure is exploring a $2 billion sale of Northwind Midstream, its Permian Basin gas infrastructure operator focused on acid gas treatment, according to sources familiar with the matter.

U.S. DOE to Resume LNG Export Permit Decisions After Policy Pause

The U.S. Department of Energy will begin reviewing pending LNG export permits for non-FTA countries after completing a study on environmental and economic impacts, ending a pause enacted under the Biden administration.

TotalEnergies Signs 20-Year Canada LNG Deal, Takes Stake in Ksi Lisims Project

TotalEnergies has signed a 20-year agreement to purchase 2 million tons of LNG annually from Canada’s Ksi Lisims project and acquired a 5% stake in developer Western LNG, with options to expand its ownership when a final investment decision is made.

U.S. Gulf Coast’s First LNG Bunkering Hub Approved for Construction

GLBP, a joint venture between Pilot LNG and Seapath, has secured final permits to build the first LNG marine fuel terminal on the U.S. Gulf Coast, with construction set to begin later this year and operations starting in 2027.

Permian Pipeline Constraints Push Waha Gas Prices Below Zero

Natural gas prices at the Waha Hub in West Texas dropped below zero for the fourth time in 2025 due to pipeline maintenance and constraints, highlighting ongoing midstream bottlenecks in the Permian Basin.

North Dakota Oil Producers to Cut Rigs as Prices Fall

Oil / Bakken / E&P

Oil producers in North Dakota are planning to cut rigs and frac crews as prices dip below breakeven levels, with the state expecting a drop in rig count to 27 by August, according to its mineral resources department.

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