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26 New Shale Well Permits Reported for PA-OH-WV Jul 13 – 19
The Marcellus/Utica region received 26 new drilling permits last week, July 13 – 19, up 19 from two weeks ago (after dipping down 21 three weeks ago). So goes the permitting yo-yo ride. Last week, Pennsylvania issued 23 new permits (after issuing just 1 two weeks ago). Ohio issued 2 new permits. And, West Virginia issued 1 new permit. The drillers who received new permits included: Antero Resources (1), Ascent Resources (2), CNX Resources (2), EQT (1), Expand Energy (3), Formentera Operating (1), Laurel Mountain Energy (5), Pennsylvania General Energy (6), and Range Resources (5). Read More “26 New Shale Well Permits Reported for PA-OH-WV Jul 13 – 19”
Despite rising Northeast gas demand from retiring coal plants and new data centers, plus added Appalachian pipeline capacity, production growth isn’t guaranteed—operators prioritize capital discipline, debt reduction, and shareholder returns over volume. Appalachia has held flat at roughly 33-36 Bcf/d since 2020. Can anything tempt Marcellus/Utica drillers to drill and produce more than they are now? According to RBN Energy, sustained Henry Hub prices above $4/MMBtu (versus the current $3.50-$3.60 long-dated curve) and better takeaway infrastructure could be enough of a temptation. 
On April 29, 2026, Pennsylvania’s Department of Environmental Protection (DEP) issued six violations to CNX Resources for causing water supply problems affecting two Bell Township residences in Westmoreland County. The violations targeted three CNX facilities with 19 shale gas wells drilled between 2022 and 2026. DEP determined that CNX operations diminished water supplies after two homeowners filed complaints in December 2025 about loss of well water. CNX was ordered to provide temporary water within 24 hours and submit restoration plans within 15-45 days. CNX, which *did* offer temporary water back in December, is disputing the DEP’s findings, denying responsibility and claiming insufficient evidence of hydrogeologic pathways linking their operations to water impacts. 
Last week, CNX Resources issued its first quarter 2026 update. During 1Q26, CNX drilled 14 Southwest PA Marcellus wells, frac’d 6 wells (3 SWPA Marcellus and 3 Central PA Utica wells), and turned-in-line (TIL’ed) 12 wells (6 SWPA Marcellus, 3 CPA Marcellus, and 3 CPA Utica wells). Included in that activity were three of the company’s longest Marcellus laterals to date, all of which exceeded 22,000 feet, including a company record lateral that reached 23,369 feet (4.4 miles!), and a company daily drilling record of 9,252 feet of lateral in 24 hours. Production in 1Q26 was 1,693.0 MMcfe/d, up from 1Q25 (1,642.3) and up from 4Q25 (1,654.8). 
Yesterday, Pennsylvania Gov. Josh Shapiro announced $267 million in state funding for energy projects, including $31.5 million for CNX Green Ventures to capture coal mine methane at the Enlow Fork mine in Greene County. Funded through EPA Climate Pollution Reduction Grants, the RISE PA program supports industrial decarbonization. CNX plans to drill boreholes, capture methane from mine ventilation, and pipe it for processing and sale as remediated mine gas. 
A study by the Allegheny Conference on Community Development indicates that a proposed 500 to 700-megawatt hyperscale data center at the Zediker site in Washington County, PA, could generate $407 million for the local economy and create 2,364 jobs. Owned by CNX Resources Corp., the former coal mine is being marketed for generative AI facilities, leveraging nearby natural gas supplies and remediated mine gas to power the operation. While no official deal has been struck, the project is expected to yield $67.5 million in tax revenue, positioning the site as a transformative hub for high-tech investment and regional prosperity. 
Yesterday, CNX Resources announced it is issuing new “notes” (we call them IOUs) to raise money to buy back and redeem other notes coming due soon. The old notes are due in 2029. The new notes would be due and payable in 2034. CNX is “rolling over debt,” a common practice among large corporations, especially in capital-intensive industries such as energy and natural gas production. The company hopes to raise $500 million with the new notes to pay off the old ones. The question is, why do companies do this? Why keep rolling over debt every few years?