TC Energy: Two More Columbia Expansions + Bigger Bet on M-U Supply
TC Energy issued its second quarter 2026 update on July 30, and the headline numbers were strong: comparable EBITDA of C$2.9 billion, up 12% over 2Q25, and full-year guidance now tracking the upper end of the C$11.6–$11.8 billion range. Nice, but that’s investor stuff. The news that matters for Marcellus/Utica landowners, drillers, and midstreamers is sitting in the project tables — and in a demand forecast TC has now raised two years running. Read More “TC Energy: Two More Columbia Expansions + Bigger Bet on M-U Supply”
Existing pipelines in the Marcellus/Utica region are testing the market for expansion. Two weeks ago, we told you that DT Midstream (50% owner of NEXUS Pipeline) is eyeing the growing AI data center market in northwestern Ohio as a customer for M-U molecules that flow through NEXUS (see 
It took eight years and untold legal fees (on both sides) before a tiny 3.4-mile, 8-inch natural gas pipeline under the Potomac River was finally built and went online in July (see 
TransCanada Corporation, which renamed itself TC Energy in 2019, made a play for and bought out/merged with U.S.-based Columbia Pipeline Group in 2016 (see 
TC Energy, formerly TransCanada, is a huge pipeline company headquartered in Canada. TC owns and operates the Columbia Gas Transmission and Columbia Gulf Transmission pipeline systems in the Marcellus/Utica region. Yesterday, TC announced that it plans to move its regional headquarters from Kanawha City (a neighborhood in Charleston, WV) to downtown Charleston and build a new $60 million building in the process. TC said the existing 110,000-square-foot former CASCI building will be demolished and replaced with a new building, with construction expected to be complete in 2025 and employees moving in by 2026.
Two related pipeline projects in southeast Virginia now have all regulatory approvals in hand, and the projects will soon begin construction. Columbia Gas Transmission (a subsidiary of TC Energy) applied with the Federal Energy Regulatory Commission (FERC) to build the Virginia Reliability Project (VRP), which includes two new compressor units and the replacement of existing pipeline. VRP will dig up, replace, and double the size of two sections, or about 48 miles, of the Columbia Gas pipeline between Chesapeake and Petersburg. Williams’ Commonwealth Energy Connector Project will feed VRP by building six miles of new pipeline within Transco’s existing right-of-way in Virginia, expanding a meter station, and building a 30,500-hp electric motor-drive compressor. Both projects received final approval by FERC in November (see 
In August 2022, Columbia Gas Transmission (a subsidiary of TC Energy) filed an application with the Federal Energy Regulatory Commission (FERC) to build the Virginia Reliability Project (VRP), which includes two new compressor units and the replacement of existing pipeline (see 
We finally have some good news to share concerning Columbia Gas’ project to build a tiny 3.37-mile, 8-inch pipeline under the Potomac River from Maryland to West Virginia. The project, called the Eastern Panhandle Expansion, has been blocked repeatedly by leftwing wackos in Maryland (see 
TransCanada Corporation, which renamed itself TC Energy in 2019, bought out/merged in U.S.-based Columbia Pipeline Group (now Columbia Gas Transmission) in 2016 (see 
In August 2022, Columbia Gas Transmission (a subsidiary of TC Energy) filed with the Federal Energy Regulatory Commission (FERC) to build the Virginia Reliability Project (VRP), which includes two new compressor units and the replacement of existing pipeline (see 
