All Signs Point to an Increase in M-U Production Coming in 2026

Regional and national indicators are driving optimism in the Marcellus/Utica Basin, which currently supplies 31% of U.S. natural gas. Despite recent constraints from low prices and limited pipeline capacity, drillers like Infinity Natural Resources and Expand Energy now predict significant output growth coming in the new year. This resurgence is fueled by surging in-basin demand from AI data centers, major power plant conversions in Pennsylvania, and improved takeaway prospects, such as Boardwalk's proposed Borealis pipeline to the Gulf Coast (see Texas Gas Project to Build ~180 Miles of Greenfield Pipe in OH Utica). By leveraging AI-driven drilling efficiencies and accelerating deep Utica development, companies are aggressively expanding to meet rising local and national energy demand.

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