This week’s energy headlines spotlight Appalachian outperformance, rapid shale growth, strategic portfolio reshaping, expanded midstream control, and momentum toward a new U.S. LNG export build. Here are five stories that stood out:
Top Stories
- EQT logs record D&C pace as compression lifts output
EQT set new drilling and completion records, cut well costs by 13% year-over-year and exceeded sales expectations with compression upgrades that boosted base production. The performance reinforces EQT’s position as the region’s productivity leader.
- Infinity to hike output 70% in 2026 after 46% growth in 2025
Infinity expects production to rise about 70% in 2026 after a nearly 50% jump last year, driven by extendedreach laterals and rapid cycle times across the Marcellus and Utica. Recent acquisitions from Antero support the program, with management emphasizing efficiency as the key enabler.
- TXO & Exxon selling Permian-San Juan JV Cross Timbers for $200MM
TXO’s Permian–San Juan joint venture, Cross Timbers Energy, agreed to sell assets for $200 million to multiple private buyers. TXO anticipates roughly $100 million in net proceeds, allowing it to retire a deferred payment tied to its Williston acquisition and refocus drilling on core basins.
- EQT increases MVP stake, upsizes Clarington Connector
EQT increased its stake in MVP and the MVP Boost expansion, strengthening its position in a transmission corridor that moved more than 2.1 Bcf/d during peak January storm demand. The company also upsized its Clarington Connector to serve rising Midwestern and datacenterdriven gas markets.
- Glenfarne brings in Kiewit for EPC of 4 mtpa Texas LNG
Glenfarne executed a lumpsum turnkey EPC agreement with Kiewit for its 4 mtpa Texas LNG project. Backed by a $5.7 billion financing package and fully contracted capacity, the project moves closer to FID and further positions Brownsville as a growing U.S. LNG export hub.
Additional Stories
Also this week: SLB OneSubsea agreed to acquire Envirex Group, Baker Hughes issued notes to support its Chart Industries acquisition, Hydrostor partnered with Hatch on the Willow Rock storage project, Energean entered Angola through a Chevron deal, and TotalEnergies brought its Lapa South West tieback online in Brazil.
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