The Marcellus/Utica region received 16 new drilling permits last week, September 21 – 27, down 1 from the 17 permits issued two weeks ago. Pennsylvania issued 6 of the new permits. Ohio also issued 1 new permit. And West Virginia issued 9 new permits. The drillers who received new permits last week were: Antero Resources, Ascent Resources, Beech Resources, Expand Energy, and Range Resources. Read More “16 New Shale Well Permits Reported for PA-OH-WV Sep 21 – 27”
For our final Shale Insight 2026 post, we set aside prices, pipelines, and permits and focus on people. Speakers in Erie told stories about boilermakers told six years ago to retrain for renewables who are now building the country’s largest gas-fired power campus, and about dairy farm kids in Bradford County who never thought they could afford a house and now run Repsol’s Marcellus operations. It was a reminder of who shale is really for. Read More “Shale Insight: The People Who Stayed Because of the Marcellus”
The highly functional and responsible Susquehanna River Basin Commission (SRBC), unlike its dysfunctional and irresponsible counterpart, the Delaware River Basin Commission (DRBC), continues to support the shale energy industry by approving water withdrawals and consumptive use requests for responsible, safe shale drilling. The SRBC published a notice in the September 26th Pennsylvania Bulletin that the SRBC approved and/or renewed 35 general water use permits in August for individual shale gas well drilling pads in Bradford, Clinton, Elk, Lycoming, Sullivan, Susquehanna, Tioga, and Wyoming counties. Read More “SRBC Approved 35 Shale Gas Well Pad Water Use Permits in August”
CNX Resources has decided to walk straight into the anti-drilling movement’s favorite scare story. Two weeks ago, the Pittsburgh driller announced it will bolt continuous, real-time radiation monitoring onto its Radical Transparency program — the first-in-the-nation public-private data deal it signed with PA Gov. Josh Shapiro and the Dept. of Environmental Protection (DEP) in November 2023. Ambient gamma radiation detectors will run around the clock at unconventional well pads and certain produced water facilities, with the raw numbers going to CNX, DEP, and the public at the same time. CNX will also start publishing the radiation surveys it already runs on every truckload of waste leaving its sites. None of this is required by law. That’s the whole point. Read More “CNX Adds Real-Time Radiation Monitoring to Radical Transparency”
A federal judge in Pittsburgh has ruled that two EQT subsidiaries must face most of a lawsuit filed on behalf of four West Virginia kids who claim that emissions from EQT’s shale wells and a nearby compressor station made them sick. On Sept. 23, U.S. District Judge Robert Colville threw out just one of the five claims, a request for a medical monitoring trust fund, and he gave the kids’ lawyers 21 days to fix and refile it. The rest of the case moves forward. That includes a “strict liability” claim that EQT had argued West Virginia law flat-out does not allow against oil and gas operations. It’s a pleading-stage ruling, not a verdict. Even so, it’s a loss for EQT, and it’s one the whole industry should watch. Read More “EQT Loses Bid to Toss WV Kids Health Lawsuit; 4 of 5 Claims Survive”
Expand Energy, the country’s largest natural gas producer, opened Shale Insight 2026 with a price forecast and a warning. Marcel Teunissen, Expand’s Chief Financial Officer, predicted gas prices of $3.50 to $4.00 through 2030 and $4.00 to $4.50 from 2030 to 2035, with plenty of volatility along the way. The warning was that most of the new gas needed to meet Gulf Coast LNG demand won’t come from Appalachia, because there aren’t enough pipelines to get it there. The Haynesville will fill the gap instead. Read More “Shale Insight: Lack of Pipes Leaves Appalachia Out of LNG Boom”
Back in April, we told you the PA Department of Environmental Protection (DEP) had once again extended the three “temporary” air permits for Shell’s ethane cracker plant in Monaca (Beaver County) while the agency slogs through Shell’s full Title V permit application (see PA Extends Temporary Shell Cracker Air Quality Permits Until Oct.). At the end of that post, we mentioned a separate permit pending before DEP, one covering flares, the wastewater treatment plant, and “as-built” pollution controls. The public comment period on it had just closed. On Sept. 22, DEP issued that permit, formally called Plan Approval No. 04-00740D. And yes, it raises Shell’s allowed emissions of nitrogen oxides (NOx) and several other pollutants. Cue the outrage from the usual suspects. Read More “DEP Approves New Shell Cracker Air Permit, NOx Limit Goes Up”
EQT’s top drilling executive told the Shale Insight crowd in Erie last week that the company has about 30 years of Marcellus drilling left at its current pace. She said it will grow production only when buyers have signed on the dotted line, and it is now testing ways to squeeze more gas out of older wells. Sarah Fenton also said something landowners with older EQT wells should love: lowering the pressure in EQT’s pipelines is 20-25% more capital efficient than drilling a new well. Read More “Shale Insight: EQT Testing Ways to Pull More Gas from Older Wells”
The Marcellus/Utica region received 17 new drilling permits last week, September 14 – 20, up 1 from the 16 permits issued two weeks ago. Pennsylvania issued 6 of the new permits. Ohio also issued 6 new permits. And West Virginia issued 5 new permits. The drillers who received new permits last week were: Ascent Resources, EOG Resources, EQT, Expand Energy, and Seneca Resources. Read More “17 New Shale Well Permits Reported for PA-OH-WV Sep 14 – 20”
Yesterday we told you that activist hedge fund Toms Capital wants Devon Energy to sell the whole company rather than a few pieces (see Activist Toms Capital Pushes Devon to Sell Itself; Marcellus in Play). It turns out Devon is already selling pieces. Reuters reported yesterday (Sept. 24) that Devon has put both its Eagle Ford asset in South Texas and its Powder River Basin acreage in Wyoming up for sale, and that British supermajor BP is looking closely at the Eagle Ford. What isn’t on the list is the old Cabot Oil & Gas Marcellus position in Susquehanna County that Devon picked up when it bought Coterra Energy in May. For NEPA landowners, that’s the most interesting part of the story. Read More “Devon Shopping Eagle Ford, Powder River; Marcellus Not on the List”
When Appalachian gas prices fall into the basement, EQT turns down the valves, and CEO Toby Rice says the strategy is paying off. In an interview with Reuters on Tuesday, Rice put a dollar figure on it for the first time: a little over $200 million a year in benefit from selling less gas when prices are low and more when they’re high. He also said EQT, the country’s No. 2 gas producer, will pump more gas in 2026 than last year while spending less to do it. Rice talked up the company’s proposed POWER Pipeline to Ohio, its Mountain Valley Pipeline expansions, and a new 10-year LNG supply deal with Lithuania. His outlook for global gas demand is, let’s say, very bullish. Read More “EQT CEO: Shut-Ins Worth $200M a Year; Record Output Coming in 2026”
An activist hedge fund that has been quietly leaning on Devon Energy since June has now put its demands in writing, and it’s asking for a lot more. Toms Capital Management sent Devon a letter earlier this month urging the company to explore “strategic alternatives, including a sale.” In other words, sell the whole company, not just a few pieces. Toms says it’s now one of Devon’s five largest shareholders. Why do we care here in Appalachia? When Devon swallowed Coterra Energy in May, it got the old Cabot Oil & Gas Marcellus position in Susquehanna County along with it. If Devon itself gets sold, the future of that NEPA gas acreage (and the royalty checks it generates) is up for grabs. Read More “Activist Toms Capital Pushes Devon to Sell Itself; Marcellus in Play”
Well, that was quick. Less than nine months after Everett Good took over as Chief Financial Officer (CFO) of Pittsburgh-based CNX Resources, he is stepping down. CNX said yesterday that Ravi Srivastava, the company’s Senior Vice President of Operations, is the new CFO, effective immediately (well, effective retroactively to Sept. 17). Srivastava, 45, is a 16-year CNX veteran—and, interestingly, an engineer by training rather than an accountant. The company also elevated Melissa Long, VP of Financial Reporting and Controller, to the role of principal accounting officer.
Editor’s Note (Sept. 23, 2026): An earlier version of this post, including our MDN’s Take, speculated that Mr. Good’s departure meant things “weren’t working out” and that CNX’s new CEO wanted a different person in the CFO role. We had no basis for that speculation, and we shouldn’t have offered it. CNX’s SEC filing states that Mr. Good and the company mutually agreed on his departure, that it was without cause, and that there was no disagreement over company operations, policies or practices. We apologize to Mr. Good and to CNX. We’ve revised the headline and our commentary below.
Back in March, a delegation of European heavyweights came to Pittsburgh with their shopping bags, looking to buy more U.S. LNG. Leading the charge was Jovita Neliupšiene, a Lithuanian who now serves as the EU’s ambassador to the U.S. Looks like they found what they were shopping for — in Pittsburgh. Lithuanian state-owned energy company Ignitis has picked a subsidiary of Pittsburgh-based EQT Corporation, one of the largest U.S. natural gas producers, to supply it with 10 cargoes of liquefied natural gas (LNG) — one per year from 2027 through 2036. EQT beat out other bidders in a competitive tender. It’s the first long-term gas supply contract between Ignitis and a U.S. company. Small deal? Yes. Symbolic deal? Very much so. Read More “Europeans Came to Pittsburgh Shopping for LNG; EQT Made a Sale”
Another big data center is heading to western Pennsylvania, and this one plans to make its own power with a natural gas-fired plant, right next door to a shale gas well pad. A Florida LLC and a Coraopolis microgrid company have filed preliminary plans for the Misty Hollow Energy & Data Campus: a 1-million-square-foot data center and a 300-megawatt power generation facility on a former dairy farm along Prospect Road (PA Route 528) in Forward Township, Butler County. The site sits next to a PennEnergy Resources well pad, and the township engineer wants a letter from PennEnergy signing off on the plan’s revised access to that pad. The developer now confirms the 300 MW plant will run on natural gas, and it will power the campus “behind the meter,” off the grid.
Correction, Sept. 24, 2026: An earlier version of this story said PennEnergy Resources would give the project access to its well pad. The township engineer’s review letter actually asks for an acknowledgment letter from PennEnergy about revised access to PennEnergy’s own well pad. We regret the error. The story has also been updated with a statement from the developer.Read More “Butler Co. Data Center Plans 300 MW Behind-the-Meter Gas Plant”
Expand Energy — America’s #1 gas producer, which drills in Pennsylvania under the name Expand Oper LLC — just picked up a fresh batch of Notices of Violation from DEP. Pressure tests witnessed by DEP inspectors on Aug. 6 and Aug. 13 confirmed new casing/cementing defects in four wells across three pads in Susquehanna and Wyoming counties, while two more pads remain under watch for older, unresolved issues. Read More “DEP Cites Expand Energy Over Casing/Cementing Defects in NEPA”