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Marcellus Drilling News
  • Industrywide Issues | Pipelines

    New England’s Lib Dem Governors Cave, Ready for New Gas Pipelines

    June 2, 2026June 2, 2026

    The governors of the New England states (all except for New Hampshire) are liberal Democrats. And most have, in the past, bad-mouthed fossil energy, including natural gas. In 2022, then-Massachusetts Attorney General (now Governor) Maura Healey bragged she had “stopped two gas pipelines from coming into this state” and that she opposed new natgas infrastructure in the state. She later tried to cover up what she had said (see Mass. Gov. Again Changes Story re Blocking Two NatGas Pipelines). Healey, along with Connecticut Governor Ned Lamont and Rhode Island Gov. Dan McKee, is now singing a different tune. They’ve caved on the issue of new natural gas pipelines and supplies coming into their respective states. Read More “New England’s Lib Dem Governors Cave, Ready for New Gas Pipelines”

  • AI | Anti-Drilling/Fossil Fuel | Industrywide Issues | Ohio | Regulation | Statewide OH

    Anti-Data Center Insanity Spreads to Ohio; Push for a Total Ban

    June 2, 2026June 2, 2026
    Anti-data center sentiment spreading like a virus

    Anti-data center hysteria continues to spread around the country, much of it stoked by the environmental left (see Wake Up! The Left is Peddling Delusional Data Center Panic). We’ve chronicled some of the anti-data center movement in Pennsylvania, warning PA residents that they risk pushing a promised $92 billion of private investment to other states, like Ohio and West Virginia, that are more welcoming. But what’s this? There’s a growing movement in Ohio to block the construction of new data centers. It was on full display yesterday in an Ohio Statehouse committee room before the Select Committee on Data Centers. Read More “Anti-Data Center Insanity Spreads to Ohio; Push for a Total Ban”

  • Electrical Generation | Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    Pennsylvania has the Energy – Needs the Power Plants to Match

    June 2, 2026June 2, 2026

    Pennsylvania families face rising electricity bills despite the state’s abundant energy resources. In an excellent op-ed, Bradford County Commissioner Doug McLinko explains that local utilities like Penelec and PECO don’t control electricity costs—they only deliver power. Prices are set by PJM Interconnection’s regional market, where costs are soaring as baseload power plants retire while demand from manufacturing, data centers, and AI surges. Pennsylvania produces massive natural gas from the Marcellus Shale but lacks sufficient modern power plants to convert it into electricity. Read More “Pennsylvania has the Energy – Needs the Power Plants to Match”

  • AI | Industrywide Issues | Pipelines

    On-Site Power Plants for Data Centers Drive New Pipe Projects

    June 2, 2026June 2, 2026

    Data center growth is driving new investment in natural gas midstream in 2026, especially for behind-the-meter gas-fired generation as grid interconnection delays persist. S&P Global Energy CERA has tracked 130 North American data center projects planning on-site generation, with more than 80% relying on gas. Major activity is emerging in Marcellus and Utica-adjacent markets, including UGI’s Pennsylvania deal with Prime Data Centers, National Fuel expansions in western Pennsylvania, and Williams’ Ohio Aristotle and Neo projects. Read More “On-Site Power Plants for Data Centers Drive New Pipe Projects”

  • Industrywide Issues | Regulation

    The Difference Between High and Low Electric Prices: Regulation

    June 2, 2026June 2, 2026
    click for larger version

    An American Legislative Exchange Council (ALEC) report reveals that local state laws, rather than market forces, dictate retail electricity prices. Expensive states, like those in New England, suffer from distorting policies: Renewable Portfolio Standards, carbon capping, and net metering. These mandates force utilities to purchase costly generation, driving up rates. In contrast, affordable states like Florida and Louisiana maintain low rates by rejecting climate mandates and fostering market competition. Recently, Louisiana significantly improved its affordability ranking by legally classifying nuclear power and natural gas as green energy, proving that realistic state laws can successfully protect consumers from high utility energy bills. Read More “The Difference Between High and Low Electric Prices: Regulation”

  • Industrywide Issues | Regulation

    Trump SEC to Rescind Biden SEC Oil & Gas GHG Disclosure Reg

    June 2, 2026June 2, 2026

    In March 2024, the U.S. Securities and Exchange Commission (SEC), corrupted by the Bidenistas, voted 3-2 (three Democrats vs. two Republicans) to issue a final rule forcing all publicly traded companies to disclose their so-called greenhouse gas (GHG) emissions and the imaginary climate risks their businesses face (see Woke SEC Adopts Modified Version of Climate Disclosure Reg). In short order, a plethora of companies, organizations, and states sued the SEC in an attempt to overturn the new rules (see The Many Lawsuits Challenging Woke SEC’s Climate Disclosure Reg). The mountain of lawsuits caused the SEC to pause the new rules. The SEC now wants to officially eliminate the GHG reporting rules. Read More “Trump SEC to Rescind Biden SEC Oil & Gas GHG Disclosure Reg”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Tue, Jun 2, 2026

    June 2, 2026June 2, 2026

    NATIONAL: U.S. natural gas futures snap 3-session winning streak; Gas generator maker ERock aims for $5 billion valuation in US IPO; U.S. rooftop solar bust and journalistic misdirection; ‘Masculinity and the Metacrisis’ – going weird on climate; Princeton endowment backs out of oil and gas divestment pledge; INTERNATIONAL: Crude surges on Iran tensions; Danish shipyard still servicing LNG tankers for Russia trade; LNG deliveries to China rebound in May. Read More “MDN’s Energy Stories of Interest: Tue, Jun 2, 2026”

  • Devon Energy | Energy Companies | Industrywide Issues | M&A | Pennsylvania | Susquehanna County

    Investment Firm Offers Devon Energy $8B for PA Marcellus Assets

    June 1, 2026June 1, 2026

    From the very first whisper of the rumor that Devon Energy was sniffing around a buyout and merger with Coterra Energy, we wondered, speculated, and worried about what such a merger would mean for Coterra’s considerable Marcellus assets in northeast Pennsylvania. From the outset, activist investor Kimmeridge (with a stake in both Coterra and Devon) has pressured Devon to consider selling the Marcellus assets (see Kimmeridge Hints Devon Energy Needs to Sell M-U After Coterra Merger). Reuters is reporting the rumor, based on super-secret inside sources, that investment firm Stone Ridge Asset Management is offering Devon $8 billion to take the Marcellus off its hands. Read More “Investment Firm Offers Devon Energy $8B for PA Marcellus Assets”

  • Energy Services | Industrywide Issues | MarkWest Energy | Pennsylvania | Processing Plants | Regulation | Washington County

    PA DEP Issues Permit for Expansion of MarkWest Harmon Creek Plant

    June 1, 2026June 1, 2026

    The Pennsylvania Department of Environmental Protection issued an air quality permit on May 18, 2026, to MarkWest Liberty Midstream, authorizing the expansion of its Harmon Creek Natural Gas Processing Plant in Washington County. The MarkWest name is still used, although the company is now MPLX. The DEP permit approval allows the addition of a third cryogenic plant and a second de-ethanization plant. A number of Big Green groups colluded in an attempt to block the permits, but their demands were ignored. Read More “PA DEP Issues Permit for Expansion of MarkWest Harmon Creek Plant”

  • AI | Industrywide Issues | Lawrence County | Pennsylvania | Regulation | Statewide PA

    PA GOP Rep. Seeks Ban on Farmers Selling Land for Data Centers

    June 1, 2026June 1, 2026
    Marla Brown

    We continue to see Pennsylvania Republicans fall down the rathole of anti-data centerism. The latest is Republican state Rep. Marla Brown of Lawrence County, who will introduce a bill that would block farmers from selling their own land for use as a data center. Those same farmers can sell their land for big, ugly (and noisy) windmills. Or they can sell their land for huge solar farms. Or they can even sell their own land for a generic Walmart warehouse. But a data center? Lord no! We can’t have farmers turning into millionaires (see NEPA Landowner Sells Small Farm to Data Center for $17.8 Million). Read More “PA GOP Rep. Seeks Ban on Farmers Selling Land for Data Centers”

  • Electrical Generation | Industrywide Issues | Pipelines

    M-U has More Supply Than We Can Use In-Basin for New Powergen

    June 1, 2026June 1, 2026

    Northeast natural gas demand (the amount we use in-basin, in the Marcellus/Utica) has grown by 46% over 15 years, reaching 20.1 Bcf/d in 2024, driven primarily by power-sector consumption, which has doubled since 2010 as coal plants have retired. Gas-fired generation serves to balance seasonal fluctuations in unreliable wind and solar, peaking in the summer months. Future growth in new demand for natural gas, says RBN Energy, faces “headwinds” from renewable expansion. The U.S. Energy Information Administration (EIA) projects a small increase of 230 MMcf/d in new gas supplies needed through 2030. However, six major data center projects—led by Frontier Group’s 3.6 GW Shippingport facility and Nscale’s 1.4 GW Monarch center—could add 1 Bcf/d in demand by 2029, totaling potential growth of 1.2 Bcf/d in new supply needed. However, there’s still an ongoing mismatch between supply and demand. Read More “M-U has More Supply Than We Can Use In-Basin for New Powergen”

  • Crude Oil | Industrywide Issues

    U.S. Shale DUCs at Historic Low, Set to Begin Rapid Growth

    June 1, 2026June 1, 2026

    U.S. shale producers face limited ability to rapidly boost crude output because drilled-but-uncompleted wells, or DUCs, have fallen to record lows. DUCs can bring production online in six to nine weeks, faster and cheaper than drilling new wells, making them a key industry buffer during supply shocks. Since the U.S.-Israeli war on Iran disrupted Middle Eastern oil flows, U.S. exports and refinery runs have surged, drawing down crude inventories sharply. But years of DUC depletion have reduced shale’s flexibility. Operators are now adding rigs and completion crews, especially in the Permian, to rebuild inventories as higher future oil prices support new drilling. Read More “U.S. Shale DUCs at Historic Low, Set to Begin Rapid Growth”

  • Baker Hughes | Energy Services | Ohio | Pennsylvania | West Virginia

    M-U Rigs Even @ 36; Haynesville Even @ 55; Nat’l Up 4 @ 562

    June 1, 2026June 1, 2026

    Last week, the combined Marcellus/Utica Baker Hughes rig count remained at 36 active rigs for the third week in a row. The M-U’s chief competitor, the Haynesville, maintained its count of 55 active rigs, operating 19 more than the M-U. The national count added 4 rigs last week, bringing the total to 562 rigs. That’s the sixth week in a row the national count has added rigs, driven by new oil-focused rigs. Baker Hughes said oil rigs rose by four to 429 last week, their highest since June 2025, while gas rigs held steady at 125 and other miscellaneous rigs held steady at 8. Read More “M-U Rigs Even @ 36; Haynesville Even @ 55; Nat’l Up 4 @ 562”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Mon, Jun 1, 2026

    June 1, 2026June 1, 2026

    NATIONAL: U.S. natural gas futures end month with gains; Hedge funds are bearish on natural gas for first time since 2024; US’ oil, natural gas production could be maximized with new method; INTERNATIONAL: Oil settles at six-week low; Mitsui eyes LNG expansion as data centers drive power demand; America’s LNG boom is real — but China is planning beyond it; The climate house of cards is finally collapsing; The UAE’s OPEC exit has ramifications for global oil market, U.S. producers. Read More “MDN’s Energy Stories of Interest: Mon, Jun 1, 2026”

  • Antero Resources | Butler County | Clean Energy E&P | Doddridge County | Energy Companies | EQT Corp | Expand Energy | Greene County (PA) | PennEnergy Resources | Pennsylvania | Tioga County (PA) | Weekly Permits | West Virginia | Wetzel County | Wyoming County (PA)

    15 New Shale Well Permits Issued for PA-OH-WV May 18 – 24

    May 29, 2026May 29, 2026

    The Marcellus/Utica region received 15 new drilling permits last week, May 18 – 24, down from 23 permits issued two weeks ago. Pennsylvania issued 7 of last week’s permits. Ohio issued no new permits. West Virginia issued 8 new permits last week. The drillers who received new permits included: Antero Resources, Clean Energy E&P, EQT, Expand Energy, and PennEnergy Resources. Read More “15 New Shale Well Permits Issued for PA-OH-WV May 18 – 24”

  • AI | Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PA GOP Gov. Candidate Garrity Calls for Pause on Data Centers

    May 29, 2026May 29, 2026

    Pennsylvania Republican gubernatorial candidate Stacy Garrity (currently the State Treasurer) yesterday called for a “total pause” on Pennsylvania A.I. data center development, arguing communities need time to update zoning, protect neighborhoods and farmland, strengthen noise rules, and secure transparency on water, energy, health, infrastructure, taxpayer, and ratepayer impacts. While we have expressed similar sentiment that common-sense guidelines are needed for data centers regarding water, noise, and energy use, we strongly disagree with a total statewide (and indefinite) “pause” on new projects. It sends the exact WRONG signal to the tech industry — that both Republicans and Democrats in the state are now blocking data centers in the Keystone State. Pausing or blocking data centers jeopardizes $92 billion worth of private investment in the state. Read More “PA GOP Gov. Candidate Garrity Calls for Pause on Data Centers”

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Most Recent Articles

  • New England’s Lib Dem Governors Cave, Ready for New Gas Pipelines
  • Anti-Data Center Insanity Spreads to Ohio; Push for a Total Ban
  • Pennsylvania has the Energy – Needs the Power Plants to Match
  • On-Site Power Plants for Data Centers Drive New Pipe Projects
  • The Difference Between High and Low Electric Prices: Regulation
  • Trump SEC to Rescind Biden SEC Oil & Gas GHG Disclosure Reg
  • MDN’s Energy Stories of Interest: Tue, Jun 2, 2026
  • Investment Firm Offers Devon Energy $8B for PA Marcellus Assets
  • PA DEP Issues Permit for Expansion of MarkWest Harmon Creek Plant
  • PA GOP Rep. Seeks Ban on Farmers Selling Land for Data Centers

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