Natural Gas Storage: Heading Into Winter EIA storage data shows inventories running below last year and near the 5-year average — a constructive but not extreme setup heading into the heating season.
Henry Hub Price Recovery: Is This Time Different? Natural gas is trading above $3.00/MMBtu for the first time with any consistency since early 2023. The structural case is stronger than the last two false starts.
The Utica Shale: Ohio's Oil Window Emerges For most of the past decade, the Utica Shale has played second fiddle to its Appalachian neighbor, the Marcellus. The Marcellus — spanning Pennsylvania, West Virginia, and parts of New York and Ohio — established itself as the world's most productive natural gas basin, generating 35+ Bcf/d at its
Permian Production: When Does Growth Slow? The Permian Basin has been producing oil faster than almost anyone predicted for the past decade. Total production from the basin — which spans the Midland and Delaware sub-basins across West Texas and southeastern New Mexico — surpassed 6 million barrels per day in 2024 and has continued pushing higher into 2025.