Enbridge Open Season for Dawn-Parkway Capacity: Bids Due April 10
Enbridge has announced a non-binding open season inviting existing and potential shippers to bid on firm natural gas transportation services. The offer includes up to 300,000 GJ/day (~285 MMcf/d) of capacity for its M12, M12-X, or M17 services. Available paths connect the strategic Dawn Hub to Parkway, Kirkwall, and Dornoch, facilitating efficient gas movement across Ontario to major North American markets. Shippers of Marcellus and Utica molecules will be interested in this open season. Read More “Enbridge Open Season for Dawn-Parkway Capacity: Bids Due April 10”
Enbridge Inc. is a major North American energy infrastructure (primarily pipeline) company based in Calgary, Canada, specializing in the transportation, distribution, and generation of energy. It operates the world’s longest crude oil/liquids pipeline system, transporting 25% of North America’s crude oil, alongside significant natural gas, renewable power, and natural gas utility operations. Enbridge’s fourth quarter 2025 update highlights significant developments impacting the Marcellus/Utica region, primarily driven by surging demand for natural gas to support data centers and power generation, as well as continued infrastructure modernization. 
The environmental left in Rhode Island is all hot and bothered over a plan to replace or add a total of 12.3 miles of pipeline for the Algonquin natural gas pipeline network. Enbridge Inc. is proposing a $300 million expansion of the Algonquin natural gas pipeline (the Algonquin Reliable Affordable Resilient Enhancement project), scheduled for 2029, that involves replacing and extending small segments across Rhode Island and Massachusetts. Radical antis in Rhode Island argue the expansion contradicts Rhode Island’s “Act on Climate” goals and promotes reliance on fossil fuels. They have, in our humble opinion, gone clinically insane over the continued use of fossil energy—including clean-burning natural gas. It’s bizarre. 
DT Midstream is an owner, operator, and developer of natural gas interstate and intrastate pipelines, storage and gathering systems, compression, treatment, and surface facilities, including major assets that are in (or flow molecules from) the Marcellus/Utica. Last week, the company issued its fourth quarter and full-year 2025 update. The update showed the Marcellus and Utica (Northeast) regions remain a core growth engine for the company, particularly as a supply source for the Upper Midwest and LNG demand corridors. Driven by a spike in natural gas demand, DTM has expanded its five-year organic project backlog by 50%, bringing the total to $3.4 billion. 
The Texas Eastern Transmission Pipeline (TETCO), operated by Enbridge, is a major 8,580-mile interstate natural gas system connecting Gulf Coast/Texas supplies to the Northeast US. Originally designed for northbound flow, it now heavily supports bidirectional, southbound, and regional supply, including Marcellus/Utica gas. A short 5.3-mile section of TETCO (actually four separate pipelines that make up TETCO) running through Greene County, PA, needs a fix to protect it from coal mining activities set to begin directly underneath the pipeline in that area. 
A recent article by David Blackmon (writing for Forbes) argues that critics unfairly blame rising U.S. liquefied natural gas (LNG) exports for high domestic energy costs. While narratives suggest exports drain supply and spike prices, Blackmon highlights data showing that inflation-adjusted natural gas prices have trended lower or remained stable as the LNG industry has grown. He attributes regional price hikes not to exports but to infrastructure roadblocks (a lack of pipelines) in specific states. Furthermore, he contends that gas price volatility is a long-standing market characteristic unrelated to LNG. 
Energy Transfer LP (ET) owns and operates one of the largest and most diversified portfolios of energy assets in the U.S., with approximately 140,000 miles of pipeline and associated energy infrastructure. ET’s strategic network spans 44 states, with assets in all major U.S. production basins, including the Marcellus/Utica. The company issued its fourth quarter 2025 update yesterday. Based on the 4Q earnings call transcript and presentation, ET continues to view the M-U (Appalachian) region as a “great business” and remains the “dominating player” in natural gas liquids (NGL) in the M-U (and nationwide). 
TC Energy (formerly TransCanada) is a major North American energy infrastructure company based in Calgary, Alberta, specializing in natural gas pipelines, power generation, and storage. The company transports over 30% of the daily natural gas consumed in Canada, the U.S., and Mexico. The company owns major assets in the Marcellus/Utica, including Columbia Gas Transmission and the Millennium Pipeline. The company issued its fourth quarter and full-year update for 2025 last week. Based on the company’s earnings call and associated reports, there is a significant focus on leveraging existing infrastructure to move M-U gas to growing demand centers, particularly in the U.S. Midwest and Mid-Atlantic regions. 
Pipeline giant Williams issued its fourth quarter and full-year 2025 update last week. The company forecasts 2026 profits exceeding analysts’ expectations, driven by surging natural gas demand from AI data centers and crypto mining. Williams is aggressively expanding its footprint, with 7.1 Bcf/d of pipeline projects currently underway and new gas-fired power plants such as the $1.3 billion “Socrates the Younger” project. The company plans to invest up to $6.7 billion in 2026 capital spending to capitalize on the sustained, long-term need for gas infrastructure and power growth. 
About six years ago, Dominion Energy announced the River Neck to Kingsburg project, a short 15-mile 16-inch natural gas transmission main line that would run in an existing right-of-way alongside another pipeline along Old River Road near Pamplico in Florence County, SC. It was supposed to be built and flowing in 2022. Dominion still hasn’t built a square inch, thanks to the lawfare launched by the anti-fossil fuelers of the Blue Ridge Environmental Defense League. Earlier this month, we told you that the South Carolina Supreme Court finally cleared the last legal roadblocks (see 
Despite record-breaking domestic production, U.S. manufacturers increasingly face gas shortages and price spikes during extreme weather. While the shale boom promised cheap energy, insufficient pipeline infrastructure prioritizes residential heating, power plants, and long-term export contracts over industrial users. This disparity forced companies like Evonik and International Paper to halt production or pay exorbitant spot prices during recent winter storms. Consequently, manufacturing trade groups are urging federal regulators to reform pipeline contracting and prioritize domestic supply over exports. 
We’ve recently begun actively tracking flow restrictions on pipelines that carry Marcellus/Utica molecules. Current pipeline flow data for February 2026 show that the Marcellus/Utica (M-U) region is experiencing significant, albeit weather-driven, volatility. While the basin remains a production powerhouse, a combination of recent Arctic weather and localized maintenance has triggered several flow restrictions, including a restriction along the Tennessee Gas Pipeline.