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  • AI | Columbia Pipeline Group | Energy Services | Industrywide Issues | Ohio | Pipelines | Statewide OH | TC Energy/TransCanada

    Columbia Gas Open Season for Extra 500 MMcf/d of M-U Capacity in OH

    November 17, 2025November 17, 2025

    Existing pipelines in the Marcellus/Utica region are testing the market for expansion. Two weeks ago, we told you that DT Midstream (50% owner of NEXUS Pipeline) is eyeing the growing AI data center market in northwestern Ohio as a customer for M-U molecules that flow through NEXUS (see DT Midstream Eyes Data Center/Power Market for NEXUS Pipeline). Now comes the news that TC Energy, the owner of the Columbia Gas Transmission (CGT) pipeline network, is conducting a non-binding open season to expand CGT capacity in Ohio, including in Columbus, Toledo, Lima, and other locations. Read More “Columbia Gas Open Season for Extra 500 MMcf/d of M-U Capacity in OH”

  • Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PA Budget Did More than Cut RGGI; New DEP Permit Turnaround Times

    November 17, 2025November 17, 2025

    Last week, we brought you the fantastic news that the Regional Greenhouse Gas Initiative (RGGI) carbon tax scheme in Pennsylvania is officially dead with the adoption of the 4-month late state budget (see VICTORY! PA Budget Deal Kills RGGI Carbon Tax for Good). It was a major victory for Republicans. We’re now learning the Republicans won a few more victories with the new budget, including strict new deadlines for the Department of Environmental Protection (DEP) to issue certain air and water permits, some of which affect the Marcellus industry. Read More “PA Budget Did More than Cut RGGI; New DEP Permit Turnaround Times”

  • Energy Companies | Repsol

    Repsol Explores “Reverse Merger” of Upstream Assets with APA

    November 17, 2025November 17, 2025

    Repsol S.A. is a Spanish multinational energy and petrochemical company based in Madrid. It is engaged in worldwide upstream and downstream activities. In the 2022 Forbes Global 2000, Repsol was ranked as the 320th-largest public company in the world. As of 2022, it has 24,000 employees worldwide. Repsol, with shares traded on the Spanish Stock Exchange, has major assets around the world. It also has approximately 214,000 net acres of leased land (with wells) in the Marcellus Shale, primarily located in northeastern Pennsylvania, specifically in Bradford, Susquehanna, and Tioga counties. Repsol is considering a “reverse merger” of its upstream assets (worth $19 billion) with APA (formerly Apache, a Permian oil driller), according to super-secret sources whispering to Bloomberg. Read More “Repsol Explores “Reverse Merger” of Upstream Assets with APA”

  • Industrywide Issues | M&A | Pipelines

    Enstor Closes Deal to Buy Black Bear Transmission Pipelines

    November 17, 2025November 17, 2025

    In August, MDN told you that Black Bear Transmission (BBT), the owner of nine regulated short pipeline transmission systems in the Southeastern U.S. totaling approximately 1,700 miles of pipeline, with a throughput capacity of about 2.6 billion cubic feet per day (Bcf/d), was selling itself to Enstor Pipeline Holdings, LLC, for an undisclosed sum (see Black Bear Transmission (Southeast Pipeline Co.) Selling to Enstor). Black Bear’s pipelines interconnect with 16 major long-haul pipelines and storage facilities across seven states, including Alabama, Arkansas, Louisiana, Mississippi, Missouri, Oklahoma, and Tennessee. Last week, the deal was sealed. Yes, there is a connection to the Marcellus/Utica. Read More “Enstor Closes Deal to Buy Black Bear Transmission Pipelines”

  • CNG/LNG | Exporting | Industrywide Issues

    Argent LNG Proposes Huge 25 MTPA LNG Terminal in Louisiana

    November 17, 2025November 17, 2025
    Argent LNG – artist rendering (click for larger version)

    A brand new massive LNG export project has been announced for southern Louisiana. Argent LNG, LLC, a privately-owned company, announced a proposal to construct, own, and operate the Argent LNG Project, a world-scale liquefied natural gas (LNG) export terminal in Port Fourchon, Lafourche Parish, Louisiana. The plant would produce 25 million tons per annum (MTPA), ranking it among the top LNG export facilities in the country. The project will connect with the Kinetica interstate pipeline system, which in turn connects to the Tennessee Gas Pipeline (TGP) system. Read More “Argent LNG Proposes Huge 25 MTPA LNG Terminal in Louisiana”

  • Baker Hughes | Energy Services | Industrywide Issues | Ohio | Pennsylvania | Research | West Virginia

    U.S. Rig Count Adds 1 @ 549; Marcellus/Utica Unchanged @ 37

    November 17, 2025November 17, 2025

    Last week, the Baker Hughes U.S. national rig count gained rigs for the second week in a row. The national count increased by one rig, rising from 548 to 549. The BH rig count has added rigs in four of the last five weeks. Rigs in the Marcellus/Utica remained the same last week at a combined 37, the same number for seven weeks in a row. Pennsylvania remained unchanged at 17 active rigs (seven weeks in a row). Ohio was the same at 13 rigs (eight weeks in a row). And West Virginia maintained its 7 rigs, which it has operated since May 30 (25 weeks in a row). There were 23 rigs targeting the Marcellus and 14 targeting the Utica. Read More “U.S. Rig Count Adds 1 @ 549; Marcellus/Utica Unchanged @ 37”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Mon, Nov 17, 2025 [FREE ACCESS]

    November 17, 2025November 17, 2025

    OTHER U.S. REGIONS: Shell ordered to pay Venture Global legal tab in LNG arbitration; NATIONAL: U.S. natgas inventories enter winter at similar level to 2024, most since 2016; U.S. LNG export build-out to boost natural gas demand; Cheniere sees US LNG plants using 40 bcf of natural gas per day in coming years; The remarkable rise of natural gas; The latest political scam — “affordability” — is really taking off; INTERNATIONAL: Oil rises as geopolitics heat up; UN tells Australia (but not China) that drilling for gas might be a breach of “international law”; COP30 flounders on the rising tide of climate and energy reality; Ten years after the Paris climate agreement, climatism is crumbling; Saudi Aramco to sign US LNG agreements during crown prince’s visit to Washington; Protesters in Pikachu costumes demand Japan end fossil fuel financing at U.N. conference; Ukraine secures US LNG imports from Greece to cover winter needs. Read More “MDN’s Energy Stories of Interest: Mon, Nov 17, 2025 [FREE ACCESS]”

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