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

    Anti Groups “Demand” OH Governor Pause Drilling Under State Parks

    February 11, 2025February 11, 2025

    We’ve made this observation many times over the years, but here we go again. Ever notice how lefty environmentalists “demand” this and “demand” that? They’re a very demanding bunch, which is why nobody pays them any attention (except us). Here’s the latest example. A group of 30 “organizations” (many of them fronts for one or two people) sent a letter to Ohio Governor Mike DeWine demanding that he block/suspend/pause shale drilling under (not on) Ohio state lands, including parks. The letter uses factual inaccuracies and outright lies to try and scare DeWine into blocking legal drilling under state-owned land. Read More “Anti Groups “Demand” OH Governor Pause Drilling Under State Parks”

  • Energy Services | Energy Transfer Partners | Industrywide Issues | Pennsylvania | Pipelines | Regulation | Statewide PA | Sunoco Logistics

    PA Distributes $10M from Energy Transfer Fines to NGOs, Towns

    February 11, 2025February 11, 2025

    According to an investigative reporter for Penn State, between 2018 and 2023, Pennsylvania fined Energy Transfer and its subsidiary Sunoco at least $42 million in connection to the construction of Mariner East II. Some $10 million of that came from a deal with the PA Attorney General’s office (who happened to be Josh Shapiro at the time) for supposed repeat contaminations of waterways, failures to report environmental damage, and the use of unapproved chemicals in drilling fluid (see What Happened to $42 Million in Fines Paid by Mariner East Pipe?). We now know where the $10 million from the AG deal is going—to help fund 79 “local water quality improvement projects.” Some of the groups receiving money in the form of grants are NGOs (non-governmental organizations) that are anti-shale. It’s the final humiliation, forcing ET to pay those who seek to destroy it. Read More “PA Distributes $10M from Energy Transfer Fines to NGOs, Towns”

  • Electrical Generation | Industrywide Issues | Pennsylvania | Statewide PA

    The PJM Electric Grid Supply Crisis & How to Fix It With NatGas

    February 11, 2025February 11, 2025

    We’ve covered the ongoing spat between Pennsylvania Governor Josh Shapiro and the PJM Interconnection electricity grid that covers all or parts of 13 states plus D.C. Last Friday, we brought you an editorial from the Wall Street Journal that echos the arguments we’ve made that Shapiro himself is to blame for rising electricity prices in PJM (see WSJ Agrees with MDN on Josh Shapiro’s Blame Shift re Electric Rates). Let’s step back a bit to understand better how grids like PJM operate, what capacity auctions are, and how PJM needs more dispatchable (gas-fired) electricity to avoid higher electricity prices. Read More “The PJM Electric Grid Supply Crisis & How to Fix It With NatGas”

  • Electrical Generation | Industrywide Issues | Ohio | Regulation | Statewide OH

    OH Legislators, New Bill, Encourage More Gas-Fired Power Plants

    February 11, 2025February 11, 2025

    Ohio lawmakers are grappling with how to prepare the state for a surge in new power demand from AI data centers. In January, MDN told you that five Public Utilities Commission of Ohio (PUCO) commissioners will decide some important guidelines about who should pay to build out new electricity sources for data centers—how much current ratepayers should be on the hook for with expanded power generation (see 5 PUCO Commissioners to Decide the Future of Data Centers in Ohio). We said the five commissioners would decide the future of Ohio’s data centers. However, that’s not quite accurate. It would be more accurate to say they will decide how the risk is distributed between data centers and power generators in cases where data centers want to connect to the local grid. There’s a whole other world of power plants on-site. Read More “OH Legislators, New Bill, Encourage More Gas-Fired Power Plants”

  • Industrywide Issues | Pipelines | Regulation

    East Coast Manufacturers Forced to Use Less NatGas – Lack of Pipes

    February 11, 2025February 11, 2025

    Here’s a complicated issue that we will try to break down as simply as possible. The Industrial Energy Consumers of America (IECA) is a trade group representing some of the biggest consumers of energy in the U.S. (i.e., manufacturers). In the past, the IECA has made the strong case that more pipelines are needed, especially along the East Coast, to supply manufacturers with natural gas (see Manufacturers Face Natural Gas Scarcity Along Eastern Seaboard). In a new letter to Congress, the IECA rightly points out that the lack of pipes hurts manufacturing and is reaching a crisis. Read More “East Coast Manufacturers Forced to Use Less NatGas – Lack of Pipes”

  • Electrical Generation | Industrywide Issues

    A Better Understanding of AI Data Centers & On-Site Powergen

    February 11, 2025February 11, 2025

    In a separate post today, MDN deals with the issue of dispatchable and on-site power plants in Ohio (see OH Legislators, New Bill, Encourage More Gas-Fired Power Plants). We spotted an article about the rise of on-site power generation (mostly natural gas) to power AI. It does a great job of discussing the various models for on-site powergen. For example, the local utility company could build a special power plant that services only a particular data center. An independent power provider could build such a plant for a data center. Some O&G companies are getting into the game of building power plants, like Exxon Mobil and Chevron. Or the data center could build and operate its own power plant, but then, that’s not the business they are in. Each option has advantages and disadvantages. Read More “A Better Understanding of AI Data Centers & On-Site Powergen”

  • Electrical Generation | Industrywide Issues

    Who Owns All Those Gas-Fired Power Plants?

    February 11, 2025February 11, 2025
    gas-fired power plant

    This post goes along with our other post today about a better understanding of on-site power generation (see A Better Understanding of AI Data Centers & On-Site Powergen). Last week, the U.S. Energy Information Administration published a post looking at who owns natural gas-fired power plants in the U.S. by type of owner: utility companies, independent power producers (IPP), and commercial/industrial. The post notes that natural gas, with a 43% share, is the number one source of energy used to produce electricity in the U.S. Who owns the means of producing it is important to understand. Read More “Who Owns All Those Gas-Fired Power Plants?”

  • Best of the Rest

    Other Stories of Interest: Tue, Feb 11, 2025

    February 11, 2025February 11, 2025

    MARCELLUS/UTICA REGION: Natural gas, oil industry activity drives benefits in West Virginia; Pennsylvania’s energy mandate; OTHER U.S. REGIONS: Haynesville gas producers hold steady ahead of expected LNG export surge; NATIONAL: Recent cold snap results in fourth-largest withdrawal from natgas storage; Not an energy or climate emergency but a new crisis – electricity; Energy literacy – understanding crude oil’s vital role; INTERNATIONAL: Oil climbs on supply worries, Trump tariffs check gains; WTI rebounds 1.9% after prolonged losing streak; Two new studies suggest Paris climate goal is dead; Europe teeters toward energy crisis as gas reaches two-year high; India’s oil & gas companies look to increase LNG imports from the US. Read More “Other Stories of Interest: Tue, Feb 11, 2025”

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