
Q3 Quarterly Gas Pipeline Rates Update: Current Rate Cases, Comebacks and Moratoria
Originally published for customers September 2, 2026. What’s the issue? The five ongoing Section 4 rate cases are for relatively…
Preview Insights research — viewpoints cultivated with data to drive strategic decisions.

Originally published for customers September 2, 2026. What’s the issue? The five ongoing Section 4 rate cases are for relatively…

Planned pipeline projects could push U.S. interstate gas capacity to ~294 Bcf/d by 2029. Arbo breaks down the pace, drivers, and permitting risks.

Pipeline growth shifts toward more interstate pipe and compression, expanding in the Southeast and Midcon as Appalachia stays constrained.

U.S. gas storage stayed flat as LNG exports surged. Arbo tracks Texas gas storage projects through Railroad Commission permits, not developer claims.

FERC’s July meeting set a mandatory NERC data center reliability standards deadline and cleared Leaf River’s storage expansion.

Two western gas pipeline permitting cases at FERC diverge early: Desert Southwest drew nine pre-scoping comments, Bakken East drew none.

Armstrong’s AEMI is the most comprehensive permitting reform legislation yet. We rank its NEPA, Section 401, and remedy provisions by impact.

Alaska LNG imports and exports are advancing at once as the state faces a near-term gas supply gap. Arbo breaks down Trans-Foreland and Alaska LNG

PJM’s 2025 RTEP approved $11.8B in new reliability transmission projects, nearly double recent cycles, driven by data center load growth.