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Williams Sues ET Again, This Time for Blocking La. Pipe Project

Two pipeline industry titans are going after each other again. Energy Transfer and Williams previously tangled over an aborted proposed merger, a saga that stretched from 2015 until it was finally settled in 2023 (see Williams Finally Wins Case Against ET Aborted Merger – $495 Million). More recently, Williams sought permits to drill for a FERC-approved project in northern Louisiana that would have crossed under an existing ET pipeline in several locations. ET tried to block the Williams project by refusing permission to cross under its pipeline. Williams finally won the right to build, but not before a long delay. Williams recently told an Argus Media reporter that Williams brought a “very large lawsuit” against ET for the delay. Read More “Williams Sues ET Again, This Time for Blocking La. Pipe Project”

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FERC Approves Rover Pipe Connection to ET Revolution Cryo Plant

The Federal Energy Regulatory Commission (FERC) was busy last Thursday during its latest open meeting. Not only did the commissioners approve an expansion for Elba Island LNG, they also approved a meter station project that will connect the Rover pipeline in Washington County, PA, to Energy Transfer’s Revolution Cryogenic Facility, a facility that extracts natural gas liquids (NGLs) from field gas and partially fractionates mixed NLGs to produce natural gas products like ethane. Read More “FERC Approves Rover Pipe Connection to ET Revolution Cryo Plant”

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ET Reports Massive New Gas Demand from Power Plants, Data Centers

Two days ago, Energy Transfer (ET), a major midstream (pipeline) company with assets in the Marcellus/Utica, issued its third quarter update. ET has assets in many areas of the country, so there was plenty of discussion about pipelines in other areas. However, the centerpiece of the update and the conference call with analysts was the incredible (and we mean incredible) demand ET is seeing from both gas-fired power plants (new and existing) and data center projects. In his opening remarks, Tom Long, co-CEO of ET, said the company has received requests to connect to approximately 45 power plants the company does not currently serve in 11 states. The demand from those 45 plants would be 6 Bcf per day. In addition, ET has requests from over 40 prospective data centers in 10 states that would use another 10 Bcf/d. A combined 16 Bcf/d of new demand for one company. Incredible! Read More “ET Reports Massive New Gas Demand from Power Plants, Data Centers”

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Onerous New Regs for PA Liquids Pipes, Landmen Go Live in November

In 2019, the Pennsylvania Public Utility Commission (PUC) began formulating new regulations for intrastate pipelines transporting gasoline, petroleum, crude oil, and natural gas liquids like ethane. In July 2021, the PUC finally published a draft of new regulations (see PA PUC Proposes New Regs for Pipelines—Landmen Must be Licensed). The onerous regulations landed with a thud. The DEP and antis loved them; the oil and gas industry hated them. After another two years of tinkering, the PUC’s regs, all 314 pages of them, were approved in June and are about to be adopted as the equivalent of law in the Keystone State when they are published in the Pennsylvania Bulletin this month. They will become the equivalent of law (go into effect) in November. Read More “Onerous New Regs for PA Liquids Pipes, Landmen Go Live in November”

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ET $300M Lawsuit v. Big Green Pipe Violence Gets Court Hearing

A lawsuit being heard this summer is designed to hold Big Green groups responsible for their actions. Energy Transfer (ET), the owner and operator of the Dakota Access Pipeline (DAP), is suing Greenpeace and other alleged instigators for $300 million for the damages sustained by the company as a result of violent protests incited by the groups in North Dakota in 2016. Big Green is scared.
Read More “ET $300M Lawsuit v. Big Green Pipe Violence Gets Court Hearing”

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Big Midstream Companies Eye Data Center/AI Market for New Pipes

What had been a regular stream of talk about providing power to data centers and artificial intelligence (AI) has become a torrent. There is a clear connection between data centers and the natural gas industry. This most recent round of quarterly financial updates by the biggest of the big pipeline companies (all of which have a huge presence in the Marcellus/Utica) reveals a new opportunity: building natgas pipelines directly to data centers. Why? Because increasingly those data centers are considering making their own power.
Read More “Big Midstream Companies Eye Data Center/AI Market for New Pipes”

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M-U Drillers Excited About Growing Demand from Nearby Data Centers

data center

Just last week, MDN brought you the news about a new report from Aurora Energy Research that predicts new electricity demand from data centers in northern Virginia could (likely will) hit 15 gigawatts (GW) by 2030 (see Report Says Va. Data Center Growth Needs 15 GW of Gas-Fired Power). According to Aurora, wind and solar won’t cut it if PJM needs to add another 15 GW of electricity to its grid over the next five years. Those technologies aren’t mature and scalable enough to meet the demand. The answer to increasing the electricity supply is natural gas, which has drillers and midstreamers in the M-U jazzed.
Read More “M-U Drillers Excited About Growing Demand from Nearby Data Centers”

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Onerous New Regulations Approved for PA Liquids Pipelines, Landmen

In 2019, the Pennsylvania Public Utility Commission (PUC) began formulating new regulations for intrastate pipelines transporting gasoline, petroleum, crude oil, and natural gas liquids like ethane. In July 2021, the PUC finally published a draft of new regulations (see PA PUC Proposes New Regs for Pipelines—Landmen Must be Licensed). The onerous regulations landed with a thud. The DEP and antis loved them; the oil and gas industry hated them. After another two years of tinkering, the PUC’s regs, all 314 pages of them, are now approved and about to be adopted as the equivalent of law in the Keystone State.
Read More “Onerous New Regulations Approved for PA Liquids Pipelines, Landmen”

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O&G Heavyweights Hosting Houston Fundraiser Today for Trump

The left is nervous about the oil and gas sector giving money to the campaign of Donald J. Trump. The New York Times, a bastion of leftist Democrat propaganda, has a headline and story blaring, “Biden and Big Oil Had a Truce. Now, It’s Collapsing.” Bloomberg’s version says, “Oil Titans Help Give Trump an Edge Over Biden in Fundraising.” Both stories reference a fundraising lunch being held today in Houston, Texas. The event will have a Who’s Who in the O&G industry, including Kelsy Warren from pipeline giant Energy Transfer, Harold Hamm, founder of oil driller Continental Resources, and Vicki Hollub, CEO of oil drilling giant Occidental Petroleum. They are ALL opening their wallets for Mr. Trump. And that makes the left nervous.
Read More “O&G Heavyweights Hosting Houston Fundraiser Today for Trump”

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Josh Shapiro’s Mariner East Water Testing Program in PA is a Bust

The government screws up just about everything it touches — ever notice that? A perfect example is a water testing program set up by then-Attorney General Josh Shapiro in December 2022. In August 2022, Shapiro, who AG at the time, announced that he had finally bullied Energy Transfer into pleading “no contest” (meaning they don’t admit to a darned thing) in a so-called criminal case against the company for a series of accidents affecting construction for both the Revolution and Mariner East pipelines (see ET Pleads No Contest to “Crimes” for ME, Revolution Pipelines). Part of the plea deal included ET funding a program to test water supplies for those who claim their well water was damaged by the construction of the Mariner East 2 pipeline. That program has turned into a disaster.
Read More “Josh Shapiro’s Mariner East Water Testing Program in PA is a Bust”

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PA DEP: Clay Material Near Marsh Creek State Park NOT Drilling Mud

Never jump to conclusions. It can come back to bite you. Even MDN is sometimes (rarely, but sometimes) guilty of violating that truism. Last week, we told you that drilling mud left in the ground from Energy Transfer’s Mariner East Pipeline project work near Marsh Creek State Park (Chester County, PA) had, more than three years after the work was completed, begun to leak out of the ground once again (see More Drilling Mud Surfaces Near Marsh Creek State Park in PA). Energy Transfer (Sunoco Pipeline) swung into action to clean up the new “spill,” and the Pennsylvania Dept. of Environmental Protection (DEP) investigated. Guess what? After testing the substance, the DEP found it was not actually bentonite (drilling mud) after all but was “naturally occurring” clay.
Read More “PA DEP: Clay Material Near Marsh Creek State Park NOT Drilling Mud”

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More Drilling Mud Surfaces Near Marsh Creek State Park in PA

While drilling in Chester County, PA, in August 2020 in the Marsh Creek State Park area, Energy Transfer’s (ET) Mariner East 2X pipeline experienced an “inadvertent return” — nontoxic drilling mud coming up out of the ground where it’s not supposed to (see Mariner East 2X Construction Causes Another Drilling Mud Spill). It took more than $8 million in fines and cleanup costs to make it right (see PA Charges Mariner East Pipeline $8M+ to Fix Marsh Creek Lake). The cleanup work was finally done in 2022 (see ET Makes Significant Progress Cleaning Up Marsh Creek Lake). And, wouldn’t you know it? Another small area of drilling mud has just poked up through the ground once again.
Read More “More Drilling Mud Surfaces Near Marsh Creek State Park in PA”

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Record High NGL Exports from Marcus Hook, ET Expanding Facility

Marcus Hook Marine Terminal Near Philadelphia. Source: Energy Transfer

Pipeline giant Energy Transfer (ET), owner of the Mariner East Pipeline system, the Marcus Hook NGL terminal, and the Rover pipeline in the Marcellus/Utica region, issued its fourth quarter and full-year 2023 update yesterday. Net income for 4Q23 was $1.57 billion, up 9% from 4Q22’s $1.44 billion. However, net income for 2023 was $5.29 billion, down 10% from 2022’s $5.87 billion. ET is a big company with assets in many oil and gas regions of the U.S. Of interest for us were the comments about the Marcus Hook NGL terminal and its exports.
Read More “Record High NGL Exports from Marcus Hook, ET Expanding Facility”

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What Happened to $42 Million in Fines Paid by Mariner East Pipe?

In July, MDN compared the Pennsylvania Dept. of Environmental Protection to an organized crime mob with its ongoing shakedowns in assessing “fines” on the Mariner East pipeline project (see PA DEP Squeezes Another $660,000 from ME2 Pipe for “Violations”). At that time, we were aware that over $30 million had been extorted (er, a, extracted) from Mariner East in so-called fines. We were grossly wrong. The actual number is over $42 million! The enviro-left was giddy with the fines but is now asking the question, where did all that money go? Because it sure didn’t go into their pockets (as promised)…
Read More “What Happened to $42 Million in Fines Paid by Mariner East Pipe?”

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Energy Transfer Fixing Dent Recently Discovered in Mariner East 2X Pipe

A view from the air of the damaged Mariner East 2 pipeline. (SUBMITTED PHOTO/CHRIS “PK” DIGIUILIO)

The Mariner East Pipeline system, including Mariner East 1 (ME1), Mariner East 2 (ME2), and Mariner East 2X (ME2X), completed construction and went online in the first quarter of 2022 (see All Construction for Mariner East 2 Pipeline Now Done, Online 1Q). Pipeline operators like Energy Transfer (ET), the builder and operator of the ME system, routinely inspect pipelines for potential troubles. They run a PIG (pipeline inspection gauge) down the pipeline to search for corrosion and anomalies. ET recently found an anomaly in the ME2X pipeline — a dent — in a section in Chester County, PA. So they’ve set about to fix it.
Read More “Energy Transfer Fixing Dent Recently Discovered in Mariner East 2X Pipe”

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Williams Finally Wins Case Against ET Aborted Merger – $495 Million

In 2015, Kelsy Warren and his Energy Transfer Equity (now just Energy Transfer) company pursued Williams, wanting to merge Williams into its operation. Williams initially fought ET tooth and nail, but in the end, caved and cut a deal (see Williams Accepts ETE’s “Indecent Proposal” – Price Went Down $10B). Without recounting all the sordid details, ET got cold feet and left Williams at the altar. Williams sued to recoup a contractual breakup fee (see Merger Turns Sour: Williams Sues ETE/CEO Kelcy Warren). A number of lawsuits ensued, and finally, after more than six years, a Delaware Court of Chancery judge ruled last December that ET must pay Williams a $410 million breakup fee provided for in the signed deal (see Judge: Energy Transfer Must Pay Williams $410M for Aborted Merger). ET should have been happy with the decision…
Read More “Williams Finally Wins Case Against ET Aborted Merger – $495 Million”