NGI markets editors Chris Newman and Jodi Shafto discuss whether long-dormant pipeline projects in the region could finally break ground under the new administration based on Jodi’s takeaways from the recent LDC Gas Forum Northeast conference in Boston.
The duo examine the stark price divide between the pipeline haves and have nots. Appalachian gas traded near zero while New England spiked to $33.50/MMBtu this winter. With data center demand surging, the infrastructure gap could become even more critical.
They discuss industry sentiment on the prospects for reviving projects like Williams' Constitution Pipeline. They also review how the region’s gas pipelines and producers are positioned to handle explosive AI-driven demand.