Surge in Data Centers Helps Drive M-U Gas Demand in the Northeast
Data center growth is rapidly reshaping Northeast power and natural gas markets, with projects clustering near transmission lines, substations, gas-fired power generation, and pipeline corridors. Virginia remains the epicenter, led by Northern Virginia’s massive hyperscale hub and tens of gigawatts of planned capacity. Ohio is emerging fast around Columbus, with more than 15 GW proposed. Pennsylvania could become a major growth story, pairing Marcellus/Utica gas resources with large campuses such as Homer City’s planned 4.5-GW gas-fired/data center redevelopment. However, PA is attempting to shoot itself in the foot with talk of both short- and long-term moratoriums on new data center construction. So, the jury is still very much out on how successful PA will be with data centers. Read More “Surge in Data Centers Helps Drive M-U Gas Demand in the Northeast”
In April, MDN reported that PowerTransitions, an independent power producer specializing in redeveloping legacy power facilities, had agreed to acquire five New York gas-fired power plants — Batavia, Hillburn, Massena, Shoemaker, and Sterling — totaling 323 megawatts (MW) from Alliance Energy Group affiliates (see 
In February, MDN alerted you to yet another gas-fired power plant project that Williams (the pipeline giant) was adding to its roster. Williams entered the gas-fired power plant space (actually building and operating them) in April 2025 via a subsidiary called Will-Power (see 
Northampton Capital Partners, a middle-market infrastructure asset manager with roughly $1.4 billion under management, has partnered with New Jersey–based Olympus Power to form a joint venture called Winslow Power. Winslow has agreed to acquire three natural gas–fired power plants totaling 752 MW from a Vistra Corp. subsidiary: the 541-MW Casco Bay combined-cycle facility in Veazie, Maine; the 108-MW Beaver Falls dual-fuel turbine in Croghan, NY; and the 103-MW Syracuse dual-fuel turbine in Solvay, NY. Pending regulatory approval, the deal is expected to close later in 2026. And yes, there is a Marcellus/Utica connection in this story. 
Chestnut Run Energy plans to construct a $2 billion natural gas-powered electric power plant in Carroll County, Ohio, capable of powering up to 900,000 homes (see 
Earlier this month, MDN brought you the news that Talen Energy would file an application to expand its power generation facility with two new gas-fired power units in Montour County, PA (see 
Earlier this month, Homer City Generation announced the early completion of demolition and excavation work at its Indiana County, Pennsylvania, site, marking a major milestone in transforming the former coal-fired power plant into a gas-fired power plant and AI data center complex (see 
In March, we told you about a deal made by Maryland Eastern Shore developer TeraWulf to acquire the retired Morgantown Generating Station in Charles County (on the Potomac River), proposing to transform the site into a massive natural gas-powered data center campus (see 
Last week, the Federal Energy Regulatory Commission (FERC) launched a sweeping investigation into how power grids and utilities divide the soaring costs of supplying electricity to data centers. FERC issued six “show-cause” orders directing regional grid operators—PJM, SPP, MISO, CAISO, ISO New England, and NYISO—to prove that data center connection rates are “just and reasonable” and shield ordinary ratepayers from cost-shifting, or face federal fixes. FERC wants regional grids to speed up data center connections while protecting residential ratepayers. And they WILL do it, or else. 
Pennsylvania’s Senate Republicans are speaking truth to power, calling out PA Democrat Governor Josh Shapiro’s policies as one of the primary reasons why PA residents pay more for electricity. And Joshie doesn’t like being called out. State Senate President Pro Tempore Kim Ward argues the state is losing out under a roughly $325-per-megawatt-day price cap on PJM Interconnection’s capacity auctions, approved by the federal government after a lawsuit by Gov. Josh Shapiro (see 
Invenergy announced Wednesday it is surrendering offshore wind leases in New Jersey, New York, California, and Maine, pivoting instead to natural gas and geothermal projects. Under a settlement with the Justice and Interior Departments, the Chicago-based developer will receive a $765 million partial refund (money it paid the government for the leases) and will invest in gas-fired plants in Indiana, Wisconsin, Iowa, Kansas, and Missouri, as well as Western geothermal projects. Big Wind is out, natgas is in! Wow, what a change.