Multiple New East Coast LNG Export Plants Under Consideration
Chesapeake Energy is interested in new LNG export projects–but not just LNG exported along the Gulf Coast near its new Haynesville assets. Chessy is jazzed about the possibilities of exporting LNG along the East Coast. The company has its eye on a project announced for the Philadelphia area, on the Delaware River (see Philadelphia LNG Export Project Still Very Much Alive & Advancing). But here’s the new news: Chesapeake says, “There are a couple of companies that are trying to get [LNG] plants operational in Maryland” as well as on the Delaware River. Holy smokes! This is the first we’re hearing about potential new LNG plants along the Maryland coastline.
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An oil and gas mineral lease is a critical part of the process for extracting and selling hydrocarbon molecules. MDN editor Jim Willis will present at next week’s 
It was an interesting day yesterday for the final day of the Marcellus Shale Coalition’s Shale Insight event, being held in Erie, PA. Shell outlined its vision for a regional hydrogen hub with Shell itself at the center of the action (guess we can’t blame them for trying, although we wish they were working with a broader coalition). More interesting, for us, were the addresses of four key politicians. Republicans Dr. Mehmet Oz, running for U.S. Senate in PA, and Doug Mastriano, running for governor in PA, addressed the event in person. Their counterparts, Democrats John Fetterman (running for Senate) and Josh Shapiro (running for governor), aired recorded messages and didn’t bother to show up in person–a MAJOR insult to the shale industry.
Some 225 hypocritical nutters were whipped into a frenzy by Big Green and its so-called Beyond Plastics campaign during a Zoom call Tuesday night to “prepare” for the startup of Shell’s mighty ethane cracker plant in Monaca, PA. It was really quite hilarious. There was talk of nurdle patrols, “sacrifice zones,” and celebrations over defeating Joe Manchin’s permitting reform bill. Why hypocritical? Because every single person on the call was using a computer or phone made out of (wait for it)….plastics. The clothes on their bodies and shoes on their feet are made largely from plastics. The cars and boats and paraphernalia they use to hunt down evidence of environmental plastics pollution from the cracker plant–all made from plastics. We wonder, Do they know how stupid they look?
There is a growing chorus of executives in the C-suite of large (and small) companies standing up to say so-called ESG (environment, social, governance) investing and proposed regulations is a bunch of hokum. A large majority (75%) of CFOs recently surveyed by left-leaning CNBC do NOT support the Securities and Exchange Commission’s proposed ESG regulations (see 
Last week the three states with active Marcellus/Utica drilling, Pennsylvania, Ohio, and West Virginia, issued a collective 30 new drilling permits, up from the 21 permits issued the week before. It was a reversal of what we typically see. Last week PA only issued four new permits, while WV issued 17 permits and OH issued nine permits. Usually, PA issues the most permits.
OTHER U.S. REGIONS: Exxon orders shale stand-down over rash of oilfield worker injuries; NATIONAL: Labor, supply-chain woes dog US projects; Surging hydrogen economy that O&G companies are tiptoeing into; Permitting – what happened to Manchin bill?; Natural gas can’t be replaced by green sources, industry argues; INTERNATIONAL: OPEC+ discusses cutting oil output; RWE readying three brown coal plants for restart from early October; Russia’s sabotage of Nord Stream pipeline marks a point of no return.