BKV Chases AI Power in TX; NEPA Marcellus Looks Like a Piggy Bank

BKV Corporation, the Denver-based driller that got its start buying up Marcellus wells in northeastern Pennsylvania a decade ago, issued its third-quarter 2026 update yesterday. The headlines were all about Texas: a cost reimbursement deal with an unnamed "Leading Frontier AI Lab" to double planned gas-fired generation at its Temple power complex, and a first-ever Verra carbon credit certification. The Marcellus didn't get a single mention in the press release or on the earnings call. But BKV's CEO did hint, again, that the company is open to selling upstream assets to help pay for its power ambitions. If you're a NEPA landowner leased with BKV, or you gather, move, or service its gas, read on.

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