Kinder Morgan’s Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices

As of early June 2026, Kinder Morgan’s long-awaited Gulf Coast Express (GCX) pipeline expansion is entering service, marking a major step forward for natural gas takeaway from the Permian Basin. The fully contracted, $455 million project (Kinder Morgan’s share approximately $161 million) adds 570 MMcf/d of incremental capacity through new compression along the existing 500-mile […]

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Europe’s Gas Crisis Just Repriced 8 Of My 12 Positions – The Merchant’s News

Europe is staring down a structural gas deficit heading into the critical summer refill season. Storage levels sit near historic lows, Russian pipeline flows have all but vanished, and Middle East LNG supply disruptions (triggered by the ongoing Strait of Hormuz constraints since late February) have forced buyers to scramble for every available cargo—primarily from […]

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Japan Signs a $56 Billion Energy Deal with the US: Boosting Ties Amid Global Uncertainty

In a major move to secure stable energy supplies amid escalating geopolitical tensions, Japan has inked deals worth up to $56 billion with the United States for oil, natural gas, and liquefied natural gas (LNG) purchases and investments. This agreement, finalized at the Asia-Pacific Energy Security Forum in Tokyo on March 14, 2026, underscores Japan\’s […]

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California\’s National Security Crisis Has a Solution

In the heart of America\’s most populous state, a self-inflicted energy crisis is brewing—one that threatens not just California\’s economy but the nation\’s security. Governor Gavin Newsom\’s aggressive push toward Net Zero emissions by 2045 has accelerated the decline of the state\’s oil and gas industry, leading to refinery closures, skyrocketing fuel prices, and increased […]

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