Best of the Rest

OTHER U.S. REGIONS: Port of Corpus Christi completes milestone ship channel improvement project; Cheniere inks supply deal with Canadian Natural for SPL expansion project; NATIONAL: Forecasts fuel rally for natural gas futures, spot prices; US targets geothermal projects for emergency permitting; INTERNATIONAL: Oil advances as OPEC+ supply boost vies with geopolitical risk; JP Morgan asks if oil prices are $10 too low or $20 too high; Russian pipeline gas exports to Europe rose 10% m/m in May, data shows; U.S. sanctions threaten Europe’s Russian gas lifeline. Read More “MDN’s Energy Stories of Interest: Tue, Jun 3, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: Trump rides to the Northeast’s energy rescue; NATIONAL: States are rolling out red carpets for data centers, some lawmakers are pushing back; Upstream natural gas valuations, a big year; Trump’s ‘beautiful’ bill casts a cloud over hydrogen’s future; The Inflation Reduction Act must be repealed—all of it; INTERNATIONAL: Oil dips after US-China trade tensions flare; OPEC+ countries to ‘implement production adjustment’ of 411K bpd in July. Read More “MDN’s Energy Stories of Interest: Mon, Jun 2, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: Appalachian natural gas production climbs while Northeast demand stagnates; Our natural gas advantage built by rural hands; OTHER U.S. REGIONS: New York’s monstrous new wind farm threatens environmental disaster; Japanese utility set to sign LNG supply deal from U.S. Lake Charles project; NextDecade announces LNG deal with JERA from Rio Grande LNG Train 5; NATIONAL: Chevron exec says data center gas plans “moving very quickly”; Energy Secretary Chris Wright argues climate change isn’t a crisis; Why many are likely to soon be caught very natural gas short; Biden may not have known about detrimental climate policies of his administration; INTERNATIONAL: New study to measure real-world hydrogen emissions; Oil falls on weak US data and OPEC output fears. Read More “MDN’s Energy Stories of Interest: Fri, May 30, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: Solar and wind power curtailments are increasing in California; Lawfare campaign targeting Big Oil comes to Charleston, SC; NATIONAL: U.S. propane market must delicately balance seasonal demand, steady production; The Biden autopen scandal may be getting worse; Ted Cruz looks to shield key gas projects from activist lawsuits; What happened to the hydrogen economy?; We need a ‘kill switch’ on foreign powers tampering with our electric grid; INTERNATIONAL: Oil rises amid sanctions risk; OPEC+ ratifies group-wide quotas before July output decision; How Germany’s economic might was squandered; Goldman Sachs predicts sub-$60 oil prices in 2026. Read More “MDN’s Energy Stories of Interest: Thu, May 29, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: Maryland advocates call for penalties on Washington Gas; NATIONAL: Trump orders accelerated nuclear power development, innovation; Warmer weather forecasts defuse supply angst to lift natural gas futures; INTERNATIONAL: Oil slips despite easing trade tensions; India spurns carbon tax threat, promotes trade and fossil fuels; Trump’s LNG diplomacy and how Asia got caught between gas and tariffs; Nearly 60 LNG carriers stand idle. Read More “MDN’s Energy Stories of Interest: Wed, May 28, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: QatarEnergy, ExxonMobil LNG project to start production this year; NATIONAL: Trump says he’s eyeing Russia sanctions, calls Putin ‘crazy’; WTI settles at $61.53 in light trade; Industry groups react to House passage of “one big beautiful bill”; Victory for energy freedom, the House (finally) limits IRA subsidies. Read More “MDN’s Energy Stories of Interest: Tue, May 27, 2025 [FREE ACCESS]”

NATIONAL: Senate votes to revoke California’s EV mandate; Natural gas futures flop after fourth straight triple-digit storage build; Why GE Vernova’s stock is power surging after just one year of existence; INTERNATIONAL: Deutsche Bank hits pause on new oil curbs, citing legal risk; Oil slips as OPEC eyes boost; Japan invests big in LNG despite climate-friendly promises; Egypt in talks to buy 40-60 LNG cargoes amid energy crunch, sources say. Read More “MDN’s Energy Stories of Interest: Fri, May 23, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: It’s time to “build, baby, build” in the Marcellus; OTHER U.S. REGIONS: Moore signs two energy bills as June rate hikes loom; NATIONAL: Chubb drops $1.5B natural gas terminal policy; How to frac a modern shale well and boost capital efficiency; Why Ohio has a say on California’s gas car ban; Strong European demand pushes U.S. LNG exports up by 20%; INTERNATIONAL: Re-elected Shell CEO, asked about BP, says bar for deals is high; European Commission awards $1B in green hydrogen subsidies; Market skepticism surrounds Mexico’s ambitious plans to boost natural gas supply. Read More “MDN’s Energy Stories of Interest: Thu, May 22, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: Expand Energy donates $20,000 to Wetzel County emergency services; OTHER U.S. REGIONS: Oglethorpe selects GE Vernova’s tech for new natgas plant; Mass. orders utilities to spend less ratepayer money on natural gas pipelines; New Plaquemines LNG terminal hit record highs on feedgas demand; NATIONAL: US shale to plateau if oil stays in current range, ConocoPhillips CEO says; U.S. natural gas jumps back up on short covering; INTERNATIONAL: WTI, Brent edge lower in choppy trade; China’s LNG traders embrace new role as global swing suppliers; Woodside sees global natural gas demand surging by 50% by 2030. Read More “MDN’s Energy Stories of Interest: Wed, May 21, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: Dominion Energy awards grants to 352 nonprofits across multiple states; US natgas prices at Waha hub in Texas fall into negative territory; Venture Global exported record LNG in Q1; NATIONAL: CFACT’s Myers challenges BlackRock’s board on ESG; Backlog for natural gas turbines expands on surging demand, supply constraints; INTERNATIONAL: Oil ends higher after volatile day; Spain boosts gas power to secure grid after blackout; UK, EU agree to link carbon markets in post-Brexit reset; A new IEA report and the Iberian blackout end dreams of an ‘energy transition’; China has secretly installed kill switches in solar panels sold to the West; EU faces extra €10bn bill to refill gas stores after cold winter. Read More “MDN’s Energy Stories of Interest: Tue, May 20, 2025 [FREE ACCESS]”

OTHER U.S. REGIONS: Occidental, UAE’s ADNOC to explore JV to develop South Texas direct air capture hub; As the federal government abandons the climate fantasy, New York doubles down; NATIONAL: Natural gas retreats amid repeated substantial injections, EBW analyst says; DOE cuts off $89 million Harvard grant amid stand-off with Trump; Trump can end the World Bank’s climate hypocrisy; Mile high Marxist Bernie Sanders proves there is no climate emergency; Wasting away in wind-and-solarville; INTERNATIONAL: OPEC+ did not lift production to kill the oil price, SEB says; China fossil fuels production retreats from record levels. Read More “MDN’s Energy Stories of Interest: Mon, May 19, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: Gov. Shapiro’s “Lightning Plan” tax credit, community energy pass PA House; OTHER U.S. REGIONS: NE needs natural gas, Dems block it; NATIONAL: A fraction of proposed data centers will get built; Storage build pressures natural gas futures; Natural gas price forecast – decline deepens after breaking key support levels; Energy private equity patiently waits to pounce and lead the next wave of oil and gas M&A; What will Republican defenders of the IRA do now?; INTERNATIONAL: Legislation for Great British Energy passes through Parliament; Oil slips as Trump eyes Iran deal; Russia oil export revenue at lowest since 2023 as prices slump; EIA forecasts world oil consumption growth to slow amid less economic activity. Read More “MDN’s Energy Stories of Interest: Fri, May 16, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: Cleveland-Cliffs shifts away from hydrogen project at Ohio steel mill; NATIONAL: U.S. electricity prices continue steady increase; Bearish storage build, weak demand weigh on market as natural gas futures crater; As hydrogen market evolves, best uses will focus on cost, sustainability; Liability for climate change – an inequitable economic disaster; US to speed up oil and gas land parcel reviews for federal leasing; Why the proposed “phaseout” of IRA subsidies is unacceptable; INTERNATIONAL: Crude slips after inventory surge; Aramco pens $90B deals with US companies; OPEC+ makes careful start to supply revival; Europe will struggle to wean itself off Russian gas; BP’s chief U.S. economist worries China is winning the global energy war; GALACTIC: Webb’s Titan forecast – partly cloudy with occasional methane showers. Read More “MDN’s Energy Stories of Interest: Thu, May 15, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: EPA terminates $15M climate justice grant to Pittsburgh and Philly non-profits; OTHER U.S. REGIONS: Aramco in talks with Woodside for Louisiana LNG stake; New York and New Jersey need natural gas; Could Trump make it easier for DTE to build natural gas plants?; NATIONAL: S&P Global says USA crude oil production now expected to decline in 2026; After more than a decade of little change, U.S. electricity consumption rising again; US oil output has peaked, but don’t expect a rapid decline; U.S. LNG feedgas demand dropped due to maintenance and outages; Navigating the diverging landscape of climate disclosure laws; INTERNATIONAL: Crude rebounds over 11% from lows; President Trump visits Saudi Arabia. Read More “MDN’s Energy Stories of Interest: Wed, May 14, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: PA DEP issues RFP for abandoned O&G well plugging services; OTHER U.S. REGIONS: Equinor weighs killing NY wind farm after White House visit; CIP to invest $500 million in BKV CCUS projects; Colorado Supreme Court allows Boulder to sue Exxon, Suncor over climate change; NATIONAL: Oil prices rise on eased trade tensions; Why is the USA natural gas price rising?; Trump proposes slashing DOE budget by $19.3B; JP Morgan says oil demand in early May ‘indicates tepid YoY growth’; Natgas price heats up as futures rally on warmer weather outlook; INTERNATIONAL: Shell profit beats expectations, buybacks kept steady; BP-Shell megadeal would create European rival to Exxon Mobil; After Spain’s blackout, questions about renewable energy are back; Ukrainian parliament ratifies natural resources deal with USA; US, Russia explore ways to restore Russian gas flows to Europe, sources say. Read More “MDN’s Energy Stories of Interest: Tue, May 13, 2025 [FREE ACCESS]”

MARCELLUS/UTICA REGION: Shell’s chemical division, including Monaca, poised for rebound; Nighttime flaring at Shell plastics plant lit up Beaver County ‘like dawn’; 34 organizations sign letter urging Pa. to adopt measures to protect against shale drilling; Pennsylvania weighs how to manage power-hungry data centers; Shale coalition leader knows the drill, advocates for it; GOP lawmakers, energy stakeholders push for natural gas expansion to boost jobs, bolster grid; OTHER U.S. REGIONS: Mass. orders utilities to spend less ratepayer money on natural gas pipelines; Commonwealth LNG inks 20-year offtake; NATIONAL: Secretary of Energy Chris Wright claims he’s preaching ‘climate realism’; U.S. exports of natural gas liquids touch record high in April; Strong European demand pushes U.S. LNG exports up by 20%; US LNG exports surge to new highs on strong buying by Europe; DOE announces new leadership to tackle challenges of growing energy demand. [NOTE: We have not included comments on each story summary below in the interest of time. We’re still digging out from under a mountain of news that happened over the past nine days we’ve been away. MDN’s commentary will return tomorrow.] Read More “MDN’s Energy Stories of Interest: Mon, May 12, 2025 [FREE ACCESS]”