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Rising public opposition to data centers led Texas to issue a moratorium on new data center grid connections. Today, we review the directive, how it might change with the state soon to be under new leadership, and assess its impact on the megaprojects already in development.

National Fuel Gas, founded in 1902, is an energy industry unicorn — the only U.S. company fully integrating exploration and production, midstream gathering and transportation, and downstream utility sales of natural gas. But as NFG recently announced, that’s about to change.

Efforts by midstreamers to add natural gas pipeline capacity into and through the Southeast took a big leap forward when Kinder Morgan sanctioned plans for the Southeast Connector, a greenfield pipeline intended to greatly enhance the delivery of Appalachian-sourced gas to the heart of the South.

Valero Energy is paying $320.5 million to purchase LyondellBasell’s mothballed refinery on the Houston Ship Channel, with plans to restart 165 Mb/d of light, sweet crude processing at the site by the end of 2027. Today, we discuss what it means for Valero and the U.S. refining outlook.

Pemex has been mired in debt and plagued by setbacks for many years now, but a JV with Woodside Energy may signal the beginning of a turnaround. The 100-Mb/d Trion project, Pemex’s first ultra-deepwater development, is proceeding on schedule and budget and is slated to deliver its first oil in 2028.

Forget ghosts and monsters; this Halloween, the scariest thing in the energy industry is the tanker market, where a spooky jump in demand and frighteningly tight vessel supply have sent freight rates soaring to scream-inducing heights.

Shell’s two major September developments mark strategic milestones in its resumption of upstream growth after an extended reshaping of its portfolio since 2020. Today, we analyze Shell’s upstream strategy since then, which has taken a different path from fellow supermajors ExxonMobil and BP.

The Permian, the world’s largest NGL-producing region, is poised for continued growth across the NGL value chain. With domestic demand offering limited room to grow, can downstream infrastructure keep pace? Today, we examine the projects helping turn rising Permian production into global supply.

There’s a horse race among Gulf Coast gas storage developers to provide the tens of billions of cubic feet of incremental space that will be needed by the early 2030s. Out front are the owners of existing salt cavern storage. But which brownfield projects have that special something?

Devon Energy announced it is selling its Eagle Ford assets to Crescent Energy for $4.22 billion in cash. In today’s blog, we look at why Devon is leaving South Texas while Crescent doubles down, and we preview our detailed analysis of the deal, available on the Novi Intelligence portal.

Freight rates are sky-high. Shipping crude oil from the U.S. Gulf Coast to China on a VLCC cost more than $80 million earlier this month, double what it was in September and 5X a year ago. Today, we look at the unique combination of factors that are helping drive freight rates to record highs.

Building an oil or gas pipeline can be a heavy lift, but getting permission to do it can take even longer. Years of reviews, agency coordination and courtroom battles have delayed projects and driven up costs. Today, we look at the permitting reform bill being considered by Congress and what it would do.

The volumes of Permian natural gas flowing into the Katy area west of Houston will be increasing sharply, as will gas demand from LNG export terminals near the Texas/Louisiana border. Three new pipelines are being developed to move gas from between Katy and the state line, but will they be enough?

Global refining is entering a new phase. After decades of capacity growth centered in China and the Middle East, the baton is passing to India. Today, we examine India’s long-term goals, the kinds of projects underway, and how the U.S. is playing a role in their development.

The developer of a planned natural gas pipeline across North Dakota has reached FID after securing long-term, demand-side commitments for almost all its 1.4 Bcf/d of capacity. The question is, will WBI Energy’s Bakken East Pipeline leave the Bakken with way too much gas takeaway space?