Dan Bryan

OPEC+ is set to add 411,000 bpd to July targets—but actual output may rise just 905,000 bpd despite 1.4 mb/d in relaxed cuts. StanChart sees Q3 oil markets broadly balanced, but bearish sentiment persists amid weak demand & rising inventories. https://lnkd.in/gce-skE5

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🏭 $617M gas-fired generation project moving forward in Houston. NRG’s proposed 455 MW plant at Greens Bayou in Harris County has cleared a key milestone and is now progressing toward development. Texas continues to lean into dispatchable gas capacity as load demand grows, particularly with the knock-on effect from data centre expansion and broader electrification. What’s been confirmed so far: 🏭 455 MW natural gas generation 🏭 $617M investment 🏭 Harris County / Houston location 🏭 Targeted operation around 2028 Now from a delivery standpoint, this is where it gets interesting. Execution questions that matter: ⚙️ When does detailed schedule integration begin? ⚙️ How early is cost control embedded into the programme? ⚙️ What does the contractor structure look like? ⚙️ How are long-lead items factored into baseline planning? On projects like this, controls discipline early on tends to define whether the programme runs smoothly or becomes reactive later. Worth watching how this one develops. Link in the comments. #PowerGeneration #TexasEnergy #ProjectControls #HoustonProjects

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Major Milestone for Alaska LNG – Federal Permitting Completed Ahead of Schedule The Alaska LNG project just hit a critical milestone: all 21 federal permits and reviews under the FAST‑41 framework are complete – ahead of schedule! This achievement underscores strong coordination between agencies and the commitment to advancing one of the most significant energy projects in U.S. history. Key Highlights: Federal Permits Secured – Final NOAA approval received Dec 10, 2025 Project Scope – 807-mile pipeline from Prudhoe Bay to Kenai + LNG export terminal (20 MTPA capacity) Strategic Partnerships – POSCO International joins as steel supplier and LNG offtake partner (1 MTPA for 20 years) Economic Impact – Estimated $40–$60 billion investment, thousands of jobs, and long-term energy security What’s Next? Final Investment Decision (FID) for the pipeline expected by end of 2025 Construction anticipated to start late 2026, with operations by 2029 LNG terminal FID targeted for 2026 Is FID by end of 2025 realistic? Yes, it appears realistic but contingent on: Obtaining timely state permits Finalizing binding offtake and investment deals Maintaining engineering and capital cost control This progress positions Alaska as a global LNG leader and promises transformative benefits for our state and beyond. 2026 is shaping up to be a pivotal year for groundbreaking and investment momentum. #AlaskaLNG #EnergyFuture #Infrastructure #GlobalEnergy

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Williams subsidiary Northwest Pipeline LLC is seeking Federal Energy Regulatory Commission authorization to build and operate the Wild Trail Project, a natural gas infrastructure expansion centered around a new compressor station in Daggett County, Utah. Pipeline & Gas Journal has the story.   "The application notes that the project was developed in response to strong market demand for additional gas transportation, particularly to serve coal-to-gas power conversions, data centers, and industrial loads. The selected site, located entirely on federally managed lands, was designed to minimize environmental impact and avoid the need for eminent domain. Temporary workspace in the Flaming Gorge National Recreation Area will be restored post-construction.   "Northwest has requested FERC approval by May 1, 2026, to remain on track for the construction timeline." #naturalgas #infrastructure #construction #NatGas #LNG #energyindustry #InfrastructureDevelopment #pipelineconstruction #energy #pipeline #EnergyIndependence #EnergySecurity #APCA https://lnkd.in/epsVrvU2?

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https://lnkd.in/gSWQEvSp Houston-based Harvest Midstream has signed a $1 billion purchase agreement to acquire MPLX's extensive natural gas gathering and processing network across the Uinta and Green River basins, marking the company's first major investment in Wyoming.

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Latest Acquisitions: Harvest Midstream expands its presence in the Rockies! Harvest Midstream has signed a $1 billion agreement to acquire natural gas gathering and processing assets from MPLX in the Uinta and Green River basins across Wyoming, Utah, and Colorado. This strategic move enhances Harvest's midstream infrastructure with 1,500 miles of gas gathering pipelines, 845 MMcf/d of processing capacity, and 10,000 bbl/d of fractionation capacity. Expected to close in Q4 2025, the acquisition positions Harvest for long-term growth in the Rockies and strengthens its ability to meet growing market demand with reliable, efficient energy infrastructure. Click the link to find out more: https://lnkd.in/eWTvVpxe #Midstream #NaturalGas #EnergyInfrastructure #EnergyGrowth #OilAndGas #PipelineIndustry #EnergyTransition #Recruitment #BraddockGroup

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Crescent Energy has closed the sale of its non-operated #PermianB-asin assets to a private buyer for $83 million in cash, the company announced Tuesday. The assets had projected full-year 2025 production of approximately 3 Mboe/d (~35% oil). Read more: https://ow.ly/XIkP50VGu72

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Flywheel Energy, LLC has quietly taken control of Terra Energy Partners LLC's Piceance gas asset, one of the largest in the basin, in a confidential deal. The deal expands Flywheel’s private natural gas empire beyond Arkansas’ Fayetteville Shale, Hart Energy's Chris Mathews reports. https://lnkd.in/gXfnz2kK #NatGas #Piceance #FayettevilleShale #Acquisition #Deal #Transactions #EnergyNews

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Texas energy hiring is, frankly, off the charts. Forget prospectors, now it’s consultants with Excel models causing grid operators to panic (quietly, but with very loud spreadsheets). Data centers and AI are driving demand through the roof. Companies are scrambling for top talent. The Permian Basin is printing money again. It’s not just about drilling anymore, think energy transition, billion-dollar deals, renewables, and board-level net-zero headaches. If you’re from a tier-one strategy firm or in an in-house role, expect offers that’ll make your banker friends jealous: $200k+ base. Hefty bonuses. Relocation perks that sound suspiciously like bribes for Houston. Top Texas energy consultants aren’t browsing job boards. They’re dodging recruiters (like me) like it’s a new Olympic sport. Move slow on hiring? That experienced energy consultant just signed in Houston, Dallas, and probably didn’t book their own flights. #EnergyConsulting #Texas #PermianBasin #Hiring #BigComp #EnergyTransition

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🌟 PRESS RELEASE 🌟 Direct Midstream agrees to a transitional acquisition of 11 Waste and Disposal Facilities in the Midland Basin of the Permian from AggieTech Capitals privately funded water management company Sparta Waste & Disposal. Midland, TX — Direct Midstream, a leader in waste and disposal solutions for the oil and gas industry, announced today the transitional acquisition of 11 commercial waste and disposal facilities located in the Midland Basin of the Permian from Sparta Waste & Disposal. The move significantly expands Direct Midstream's network of operations in one of the most active oil-producing regions in the United States. With these assets, Direct Midstream enhances its ability to provide a comprehensive, cost-effective, and safe waste management solution for operators in the Midland Basin. The company's portfolio now includes commercial saltwater disposal wells, semi-solid waste facilities, and R9 oil reclamation sites. These facilities will support a wide range of services for operators in the Permian, helping them manage the increasing volume of waste generated by field operations. "We are thrilled to expand our footprint in the Permian Basin with this strategic acquisition," said Bryan Benson, CEO of Direct Midstream. "Our mission has always been to provide high-quality waste and disposal services that not only meet, but exceed, our customers' expectations. This acquisition strengthens our position as a trusted partner in the oil and gas industry by offering reliable, environmentally responsible, and efficient waste management solutions" said Chris Early President of Direct Midstream. Direct Midstream's network of waste and disposal facilities provides services for various waste streams produced by operators in the field, including: *Liquid Waste — Flowback/produced water and other completion fluids *Semi-Solid Waste — Water-based muds/gels, oil-based muds/gels, and tank bottoms *Wash Outs — Full-service truck washouts *R9 — Oil reclamation This acquisition aligns with Direct Midstream's long-term growth strategy to broaden its service offerings and better meet the diverse needs of its customers in the oil and gas sector. For more information about Direct Midstream's services, visit www.Directmidstream.com About Direct Midstream Direct Midstream is a leading provider of waste and disposal solutions for the oil and gas industry. With a growing network of facilities across key oil-producing regions, Direct Midstream offers a full range of services designed to support the safe, efficient, and environmentally responsible management of waste streams. The company is committed to delivering high-quality solutions that help operators streamline their waste disposal processes while minimizing environmental impact. Media Contact: Cait Das Director of Marketing Direct Midstream Phone: 469-636-2297 Email: sales@directmidstream.com Website: www.Directmidstream.com https://lnkd.in/gWaBusf4

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RPC, Inc. Expands its Permian Operations with Acquisition of Pintail Completions, a Leading Wireline Completions Services Company. Read the recent press release with more details surrounding this exciting new acquisition for RPC, Inc. https://lnkd.in/gwT7KaBY

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More quiet but important progress for new nuclear Urenco has announced a 15% expansion of its enrichment capacity in New Mexico by 2027, adding roughly 700,000 SWU to help secure fuel for both existing reactors and next gen SMRs. It follows similar investments in Europe, where new centrifuges are being installed in Germany and the Netherlands, and work continues on the UK’s planned HALEU facility at Capenhurst. Not the flashiest headline, but a critical one, because without fuel, none of the innovation in small or advanced reactors matters. Real progress, where it counts. Link - https://lnkd.in/eY4Jj-jf? #NuclearFuel #SMR #AMR #HALEU #USA

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Devon Energy and Coterra Energy are entering 2026 with a $58 billion all-stock merger, combining diversified portfolios around a shared core in the Permian Delaware Basin. Rystad Energy estimates that the new company will become the largest horizontal operator on US land, with just under 2 million barrels of oil equivalent per day (boepd) of gross-operated volumes in 2025. At a $50 per barrel PV10 threshold, 𝘁𝗵𝗲 𝗰𝗼𝗺𝗯𝗶𝗻𝗲𝗱 𝗗𝗲𝗹𝗮𝘄𝗮𝗿𝗲 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀: • ~6,400 remaining drilling locations • More than 15 years of inventory runway However, Delaware acreage overlap is uneven, limiting the scope for classic block-to-block consolidation. As a result, the bulk of synergies is expected to come from: • Supply chain optimization • Midstream coordination • Shared regional and corporate functions 𝗕𝗼𝘁𝘁𝗼𝗺 𝗹𝗶𝗻𝗲: this is a scale and efficiency play, not a pure acreage roll-up. The strategic value lies less in geological overlap and more in operating leverage across a deep, long-cycle Delaware inventory. #USshale #permianbasin #mergersandacquisitions #upstreamoil #energymarkets

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For all the doom and gloom lately, some roles are still growing faster than people realize. These roles are seeing real demand right now: ➠ Wind Turbine Service Technician ~50% projected growth. Fastest-growing job in the U.S. because turbines still need humans. ➠ Solar Photovoltaic Installer ~40%+ growth. Rollout is infrastructure work, not a short-term trend. ➠ Nurse Practitioner ~40% growth. Primary care shortages aren’t slowing down. ➠ Data Scientist ~30%+ growth. Companies continue hiring for decision-making. ➠ Information Security Analyst ~30% growth. Breaches cost more than headcount. ➠ Operations Research Analyst ~20%+ growth. Often overlooked. Used to optimize pricing, logistics, and staffing. These all outpace overall job growth by a wide margin. 📌 Which of these roles do you think will surprise people over the next few years?

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Uniper's plan to expand the existing power station at Connah’s Quay have passed several early approvals, moving closer to realization. The proposed project—Connah’s Quay Low Carbon Power (CQLCP)—would involve demolishing the current gas treatment plant adjacent to the power station and building a low-carbon facility next to it. Two key milestones have been met: ➡ The council determined an EIA is not required for the demolition work. ➡ Planning and Environment Decisions Wales accepted the project’s DCO. The plant is planned as a combined-cycle gas turbine power station with post-combustion carbon capture technology. Maximum planned net electrical output is up to 1.38 GW. The project will be built in two phases, with roughly half capacity (≈ 550-700 MW) delivered in Phase-1 which could be operational by 2030 if all goes to plan. 

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