Frac Sand: Does Size Really Matter?
Today, we introduce you to a new advertiser on Marcellus Drilling News: MS Industries. Below is a sponsored post from MS Industries. Such posts on MDN are extremely rare. We only accept sponsored posts if we believe the content is (a) very high quality and (b) directly relevant to MDN readers. This post on frac sand hits the bullseye. Among MDN’s audience are many who work for drillers (i.e., producers) and those who work for the oilfield services companies that work for those drillers. Believe it or not, frac sand is one of the keys, one of the closely-guarded secrets of drillers, that determines the success of their drilling programs. MS Industries, serving the Marcellus/Utica (and other plays), offers a range of high-grade frac sand, including whole grain silica microproppant. Matt Henry, one of the principals of MS Industries, writes about the role of microproppants in fracking. Click to learn more about the critical role of frac sand and why size *does* matter… Read More “Frac Sand: Does Size Really Matter?”
The West Virginia Supreme Court was scheduled to hear two significant oil and gas royalty disputes during a morning session today. Both cases center on whether natural gas companies can deduct post-production costs from royalty payments and, if so, under what circumstances. The stakes are incredibly high for both landowners and drillers. The first case, Kaess v. BB Land LLC, we had not previously heard about. The second case, Romeo v. Antero Resources Corporation, we have heard about. We first reported on that case back in 2017 (see 
The Federal Energy Regulatory Commission (FERC), the North American Electric Reliability Corporation (NERC), and its Regional Entities recently issued a report stating that the country’s bulk-power system performed well during successive cold weather events in January 2025, without major issues in either the natural gas or electric systems. The system’s performance, according to the joint report, demonstrates the benefits of actions taken in response to recommendations from prior winter storm reports and the need for continued coordination between natural gas and electric systems in preparing for and responding to extreme cold weather. No word in the report on unreliable renewables because, well, they don’t matter. Natural gas power is what really matters. 
The U.S. Department of Energy’s Loan Programs Office (LPO) was created to help advance clean-energy infrastructure and technologies that allegedly had the potential to be adequate energy resources but struggled to secure private investment. In reality, LPO is a taxpayer-backed ATM for unreliable energy technologies and infrastructure that can’t compete without federal funding. It’s a Biden-era boondoggle, and it’s time to scrap it. 
Today is the annual day when environmental wackos demand fealty to Mother Earth. You WILL bow down and worship the creation (instead of the Creator) or risk being excommunicated from polite company. We thumb our noses at Earth Day worshipers and declare our love for the miracle of fossil energy on this Earth Day. We invite you to join us in celebrating the greatest invention of mankind–fossil fuels! 
MARCELLUS/UTICA REGION: PA coal, coal-waste power plants exempted from Biden EPA regs for 2 yrs; Crews repair gas main along I-95 in Bucks County after officials believe it was purposely cut; OTHER U.S. REGIONS: Equinor halts construction of NY wind project; NATIONAL: Front month Nymex natural gas fell 7.06% to settle at $3.0160; Macquarie strategists forecast USA crude inventory drop; Five petroleum product pipelines were completed in the United States in 2024; EPA mega-grant has Stacey Abrams’ fingerprints all over it; Trump’s climate pivot kills $8 billion of clean energy plans; Activists use AI to identify climate ‘deniers’ and pressure social media companies to censor them; INTERNATIONAL: Oil slips on risk-off mood, Fed uncertainty; N.S. committed to fracking despite pushback from Mi’kmaw chiefs; China’s CNOOC agrees LNG deal with UAE’s Adnoc amid tariff war with US; Taiwan says buying more US gas, oil is a focus in tariff talks. 
The Baker Hughes U.S. national rig count recovered somewhat last week, adding two rigs after losing seven rigs two weeks ago. The U.S. count now stands at 585 active rigs. There was big news for the Marcellus/Utica. The combined M-U rig count was 38 last week. That is the highest M-U combined count in almost one year—since May of 2024. The Marcellus added the one rig it lost the prior week and now stands at 25 rigs across the three M-U states of Pennsylvania, West Virginia, and Ohio. Rigs focused on the Utica added two, and now stands at 13 rigs. PA was a big winner, adding two rigs, now with 18 active rigs — the highest number it has had since last August. However, OH also added two rigs and now operates 12, the most active rigs in the Buckeye State in over a year. 
The NYMEX natural gas price for May delivery (referred to as the “front month” contract) decreased by 28.20 cents per million British thermal units (MMBtu), or 8.0%, last week. Over the past three weeks, the NYMEX price has trended down, losing 82 cents or 20.2%. What the heck is going on? Analysts say it’s a mix of “shifting fundamentals, cash market weakness, and uncertainty caused by President Trump’s tariff campaign.” 
Local townships, whether governed by a majority of Republicans or Democrats, typically reject proposals to install massive, ugly, bird-killing (and filled with toxic chemicals) solar farms, no matter where they are tried (red or blue states). It’s a problem for the tone deaf environmental left. Solar farms are even rejected in blue New York! Another such installation tried to gain approval in Stark County, Ohio, recently. The Ohio Power Siting Board, citing local opposition, rejected a permit for a 150 megawatt solar farm that would have gobbled up 860 acres in Washington Township. 
U.S. marketed natural gas production remained “relatively flat in 2024,” according to the U.S. Energy Information Administration (EIA). Gas production last year grew “by less than 0.4 billion cubic feet per day (Bcf/d) compared with 2023 to average 113 Bcf/d,” according to EIA’s latest Natural Gas Monthly report. Translated another way, production grew around 400 million cubic feet per day (MMcf/d) last year. Statistically, it’s about three-tenths of one percent, which rounds to zero. Still, it GREW. It did not shrink. And that’s what should be emphasized. 
Donald Trump’s new EPA Administrator, Lee Zeldin (from Long Island), has been a smash hit in his new role. He continues to delight and surprise. Zeldin is aggressively rolling back many of the over-the-top regulations adopted during the evil Biden years, regulations that don’t improve the environment but only serve to destroy American businesses. In a recent interview with the New York Post, Zeldin did not hold back on the lunacy of New York’s climate law and how it hurts the most vulnerable in the state. He called NY’s policies “delusional” and a “catastrophe.” 
AI, artificial intelligence, has been in the news a lot lately, particularly in the Marcellus/Utica region. Most of the stories we’ve brought you deal with huge new AI data centers being built in the M-U region, requiring a big increase in electricity to power them. Most of the electricity comes from natural gas-fired power plants. But this post is not about AI data centers, it’s about how energy companies, like Encino Energy, are using AI to drill better, faster, cheaper, and smarter. It’s about how AI is helping our companies become better at what they do—extracting and flowing natural gas and oil. 
Last week was an interesting week for new permits issued to drill new shale wells in the Marcellus/Utica. For the week of Apr 7 – 13, the number of permits issued soared, up 15 from the previous week. Last week, 36 new permits were issued. The surprising thing is just how few of those new permits were issued in the Keystone State (PA). Just five new permits went to PA. CNX Resources had four of PA’s new permits, all for the same well pad in Westmoreland County. The other permit went to EQT in Fayette County.