Data Center Backlash Goes National; What It Means for M-U Gas
Yesterday we told you how small-town Ohio voters clobbered data centers at the ballot box (see Data Center Bans Sweep Ohio Ballots; 800 MW Gas Plant Derailed). It turns out Ohio was just one front in a nationwide revolt. The Wall Street Journal reports that voters from Ohio and Michigan to Texas and Georgia backed candidates and ballot measures to ban or slow data center construction. Three of those states (Texas, Georgia, and Ohio) account for more than 40% of all planned U.S. data center capacity, according to investment bank Evercore ISI. All three just elected Democrat governors who campaigned on slowing or pausing the build-out. Silicon Valley is rattled. Since data centers are the biggest new source of demand for Marcellus/Utica gas, we should pay close attention too. Below are the new governors, Wall Street’s reaction, the federal angle, and what it all means for our region. Read More “Data Center Backlash Goes National; What It Means for M-U Gas”
On Tuesday, while Democrats were flipping Congress and the Pennsylvania Senate, West Virginia did… mostly what West Virginia does. Sen. Shelley Moore Capito won a third term, both GOP congressmen won again, and Republicans kept big supermajorities in the Legislature. But dig one layer down, and there’s a warning sign for anyone who profits from Mountain State shale. Democrats more than doubled their seats in Charleston, and the issue that got them there was data centers. Specifically, House Bill 2014, the 2025 law that wiped out local control over data centers and the gas-fired “microgrids” built to power them. Here’s what happened and why it matters for WV gas. 
The votes from Tuesday’s midterm election are barely counted, and Big Green is already spiking the football. Democrats won control of both the U.S. House and Senate, plus a pile of governorships and state legislatures, including a full trifecta in Pennsylvania. Now the Sierra Club, the League of Conservation Voters (LCV), Climate Power, EDF Action and a long list of smaller groups are lining up to take credit and to tell the winners what they expect in return. MDN went looking for what they’ve said publicly. The common thread? Hardly a peep about “climate change.” It’s all electricity bills, Big Oil, and, here’s the part that should worry our readers, data centers. 
Yesterday, Ohio voters had their first big chance to vote directly on data centers, and the data centers got clobbered. There were 21 data center ballot measures in 18 Ohio towns, villages, and townships (more than half of the 41 on ballots across the country). Voters in at least 14 of those places passed bans or new restrictions, most of them by margins of roughly 3-to-1 or 4-to-1. For MDN readers, the biggest single loss came in tiny Ashville (Pickaway County, just south of Columbus). There, about 82% of voters struck down the village’s deal with EdgeConneX for two data centers and an on-site gas-fired power plant of up to 800 megawatts (MW). Below are the scorecard, the gas angle, who’s behind the bans, and what comes next. 
The Pennsylvania Department of Environmental Protection (DEP) says it plans to approve the air permit for Aligned Data Centers’ giant “Project Phoenix” campus at the former Bruce Mansfield coal plant site in Shippingport (Beaver County, PA). The campus will run on Marcellus/Utica natural gas, but it won’t burn the gas. Aligned plans to make its own electricity with solid oxide fuel cells, which turn gas into power through a chemical reaction instead of combustion. DEP published its notice in Saturday’s Pennsylvania Bulletin and scheduled a public hearing for Thursday, December 3, in Shippingport. Get the popcorn ready. 
Round two. A month after FERC accepted PJM Interconnection’s one-time “emergency” power auction for data centers and then froze it for five months (see 
In June, we told you that 194 landowners in Salem Township (Luzerne County, near Berwick) were lining up to become AI millionaires by selling their land for a giant new data center project (see 
Anthropic, the San Francisco company behind the Claude artificial intelligence (AI) chatbot, filed its initial public offering (IPO) paperwork with the Securities and Exchange Commission (SEC) on Monday (Oct. 26). Buried in the 318-page prospectus, in a risk section titled “Electrical Power and Fuel Constraints,” is an admission that should make every Marcellus/Utica driller, pipeline company, and royalty owner sit up and take notice: some of Anthropic’s planned data centers will run on their own dedicated, on-site natural gas-fired power plants. And Anthropic’s big worry isn’t the gas itself. It’s getting enough pipeline capacity to deliver it. 
State Sen. Gene Yaw (R-23), who has chaired the Senate Environmental Resources & Energy Committee since 2013, wants Pennsylvania’s data centers to pay their own version of the shale impact fee. On Thursday (Oct. 23), Yaw sent a co-sponsorship memo to all Senate members announcing plans for an annual, statewide “data center impact fee” modeled on Act 13 of 2012, the law that created the impact fee drillers have paid every year since. Yaw says the fee would be based on each facility’s size and electricity demand, and would be paid every year a data center operates. That’s different from today’s system, where towns rely on one-time deals negotiated with developers. The money would go to host communities and statewide programs, just like the shale fee. What’s not in the memo? Any dollar figures. Here’s the memo, followed by what it means (and what it doesn’t say). 
Another one bites the dust in northeastern Pennsylvania. On Wednesday night, Archbald Borough Council (Lackawanna County) voted 7-0 to deny a zoning request for the Wildcat Ridge Data Center Campus, a 14-building AI “hyperscale” project proposed for roughly 575 acres on the mountainside above Business Route 6. The campus would have needed 1.6 gigawatts (GW) of electricity, more than 3.3 million gallons of water per day in summer, and 588 diesel-powered backup generators. About 175-200 residents packed the borough building’s gym and erupted in cheers when the vote came down. The developer, Brooklyn-based Cornell Realty Management, isn’t talking, but just about everyone in the room expects an appeal to county court. Why should Marcellus folks care? Because 1.6 GW of new, around-the-clock electric demand is, in our neck of the woods, a gas demand story. 
The Homer City Energy Campus in Indiana County, PA — the largest natural gas-fired power plant under construction anywhere in the U.S. — just ticked off a few nice milestones. Construction contractor Kiewit marked one year on the job, the workforce has topped 2,000, and the first of seven giant gas turbines is now sitting on its foundation. Meanwhile, Amazon’s plan to build 36 data centers next door is officially on the county’s review clock; the Department of Environmental Protection (DEP) just held a hearing on the plant’s water discharge permit, and the usual suspects are still fighting the plant’s air permit. Here’s where things stand. 
The Upper Burrell Township (Westmoreland County, PA) Planning Commission voted 5-0 Tuesday night to recommend the township’s data center ordinance, handing it to the three township supervisors. The supervisors hold a public hearing at 6 p.m. tonight (Oct. 22), followed by a special meeting to consider adopting it. They’re racing the clock: the township’s data center moratorium expires Nov. 2, just 11 days from now. Last month we told you the draft quietly requires every new data center to make its own around-the-clock (“baseload”) power, which in southwest Pennsylvania means natural gas. As best we can tell, that requirement survived. 
North Carolina’s Oil and Gas Commission is doing something it is required to do once every 10 years: review its entire rulebook for oil and gas drilling, including fracking. The Commission’s verdict so far is that every last rule is “necessary.” Case closed, right? Not if you’re an anti. Clean Water for North Carolina (CWFNC) is in full alarm mode, urging supporters to flood the Commission with “not one step back” comments before the November 9 deadline. Why the panic over rules that have never been used (not once) in 11 years? Follow the gas. A company wants to reopen an old vertical well in Lee County to power an AI data center. It would be the first commercial gas well in the state’s history.