Overview

• Major operators including Williams, EQT, DT Midstream and Boardwalk have filed or are evaluating revivals of the Constitution and Northeast Supply Enhancement pipelines to boost flows to New York and New Jersey.
• EIA data show Appalachia output growth slowed to 2% annually from 2020 to 2024 and is projected to rise just 1% a year to about 36.6 bcfd in 2026 due to near-capacity infrastructure.
• Analysts expect rising LNG export capacity and AI data-center power needs to drive U.S. gas demand to record highs and add as much as 5 bcfd of Appalachian supply demand through 2030.
• The Sierra Club and other environmental groups have lodged protests with FERC, reviving familiar legal challenges over pipeline permitting.
• Projects under development include Millennium’s 0.5 bcfd expansion targeting a 2029 start date and EQT’s Southgate extension to North Carolina scheduled for 2028.