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appalachia

Aerial view of active land drilling rig pad in the Permian Basin

EQT and Expand Energy at Q2 Close: The Gas Divergence Trade Is Working, But Q3 Is the Real Test

EQT | NASDAQ | EXE | NASDAQ. Source data: EQT Q1 2026 10-Q (EDGAR, filed April 22, 2026); Expand Energy Q1 2026 10-Q (EDGAR, filed April 28, 2026); Yahoo Finance commodity prices, June 30, 2026; EIA natural gas storage series. WTI closed out Q2 at $70.44 per barrel on Tuesday.

Permian Basin production facility aerial view

Gas Holds While Oil Slips: EQT and Expand Energy's Structural Advantage at $75 WTI

EQT | NYSE | EXE | NASDAQ | Source data: Q1 2026 10-Q filings (EQT accession 0000033213-26-000030, April 22, 2026; EXE accession 0000895126-26-000028, April 28, 2026), Yahoo Finance commodity data, FRED DHHNGSP series The Divergence That Changed the Game At $75.26 WTI and $3.21 Henry Hub, the

EIA Natural Gas Storage Report 2026: Weekly Analysis and Henry Hub Price Implications

EIA Natural Gas Storage Report 2026: Weekly Analysis and Henry Hub Price Implications

Every Thursday morning, a single EIA data point reshapes natural gas trading desks from Houston to New York: the Weekly Natural Gas Storage Report. For operators, traders, and upstream producers, it's the clearest real-time read on whether the U.S. gas market is tightening or loosening — and

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

The Demand Driver WTI Can’t Touch: AI Data Centers and the Haynesville-Appalachian Gas Thesis

EQT | NASDAQ | EXE | NASDAQ | Source data: Expand Energy Q1 2026 10-Q (EDGAR, filed April 28, 2026); EIA weekly natural gas price data; Yahoo Finance commodity prices, June 9, 2026 While WTI trades at $87.93 and Saudi Arabia's second consecutive OSP cut confirms the demand signal on

When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning

When Oil Fades, Gas Holds: What $92 WTI Means for EQT and Expand Energy's H2 2026 Positioning

EQT | NYSE | EXE | NASDAQ | Source data: Q1 2026 earnings releases and 10-Q filings, EIA natural gas production and power sector consumption data, FRED Henry Hub daily price series, Yahoo Finance intraday commodity prices (June 2, 2026) WTI is at $91.94/bbl and still fading from June 1'

LNG and LPG spherical storage tanks at gas processing facility — CIR

Ofgem's 13% Cap Hike Is a US LNG Demand Signal: What EQT and EXE Producers Should Know

Source data: Ofgem press release (May 27, 2026), EIA U.S. Natural Gas Export data, FRED Henry Hub daily price series (DHHNGSP), EQT Q1 2026 10-Q and earnings release, Expand Energy (EXE) Q1 2026 10-Q. The UK's Ofgem just handed US natural gas producers their clearest

European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

European Data Centers Are Outgrowing Their Power Deals — and US Gas Is Filling the Gap

Source data: EIA U.S. natural gas export data (monthly), FRED Henry Hub daily price series, Louisiana and Pennsylvania marketed production data (EIA), Equinor public commentary on European storage (May 2026), company profiles via Financial Modeling Prep Europe entered the summer gas storage refill season with a problem that has