CBF Supports Antis in Lawsuit to Block Dominion Va. Peaker Plants
Over the years, we have chronicled the far-left Chesapeake Bay Foundation’s (CBF) lawfare against fracking, gas-fired power plants, and pipelines (see our stories here). So it comes as no surprise that CBF is once again attacking a gas-related project in Virginia, Dominion Energy’s $1.47 billion natural gas plant in Chesterfield County. In February, the far-left Southern Environmental Law Center, representing three radical nonprofits, appealed the Virginia State Corporation Commission’s (SCC) approval of the Chesterfield Energy Reliability Center (see Radical Groups File Lawsuit to Block Dominion Va. Peaker Plants). CBF has just filed a “friend of the court” brief supporting the SCC’s lawfare against the project. Read More “CBF Supports Antis in Lawsuit to Block Dominion Va. Peaker Plants”
The U.S. Energy Information Administration (EIA) issued its latest monthly Short-Term Energy Outlook (STEO) yesterday. Using the official EIA dartboard, the STEO is the agency’s monthly best estimate of where energy prices and production will go over the next 12 months. There was a revision to the agency’s prediction about the spot price (at the Henry Hub) for natural gas in 2026 and 2027. Last month, the EIA predicted 2026 would end up with an average HH price of $3.60/MMBtu and 2027 would see an average of $3.46/MMBtu. Yesterday, the EIA revised both numbers up by a few pennies. The agency sees an average price of $3.67 this year, up seven cents from last month, and $3.49 in 2027, up three pennies. 
The International Gas Union’s 2026 World LNG Report shows global LNG trade hit a record high of 436.98 million tonnes (Mt) in 2025, up 6.3%—the strongest growth since 2022—driven by a 25.3 Mt surge in North American exports and Europe’s return as the key balancing market. Canada and Mauritania–Senegal became first-time exporters. Investment in new supply reached a six-year high. The LNG fleet grew 8.4% to 804 vessels, with 301 newbuilds on order, keeping freight rates depressed, while bunkering infrastructure expanded. Despite disruptions from the Gulf conflict that damaged infrastructure and the closure of the Strait of Hormuz, the IGU says LNG’s long-term demand outlook through 2035 remains intact. 
Following its May merger with Coterra Energy, Devon Energy is positioning AI as central to integration efforts while targeting $1 billion in annual pre-tax synergies by the end of 2027. The combined company—valued at over $60 billion with 1.6 million boe/d production—is concentrated in the Delaware Basin (70% of oil output), recently bolstered by a $2.6 billion New Mexico acreage acquisition, and includes Coterra’s 190,000-acre Marcellus position, which reportedly drew an $8 billion offer. 
The Trump administration and its officials continue to aggressively push the Williams 125-mile Constitution Pipeline project, which would stretch from the prolific shale gas fields of Susquehanna County, PA, into and through New York State, to Schoharie County, NY, to move Marcellus gas into New York State and New England. In June, Trump EPA Administrator Lee Zeldin visited Binghamton to advocate for reviving the long-stalled project (see 
A rare bipartisan backlash against AI data centers has emerged, with more than 70 state and local governments passing restrictions or moratoriums due to concerns about water use, electricity consumption, noise, and utility rate hikes. Critics span the political spectrum, from Bernie Sanders and Alexandria Ocasio-Cortez to conservatives like Pennsylvania State Treasurer (and Republican candidate for Governor) Stacy Garrity. Public relations experts blame the industry’s failure to build trust, communicate transparently, and engage communities early, comparing tech companies’ top-down approach to the tobacco industry’s playbook. The consequences are mounting: 25 data center projects were canceled in 2025 — quadruple 2024’s total — while roughly 99 of 770 planned projects face local opposition. Pennsylvania is at risk of forfeiting some $92 billion in private investments (see 
Shell, which dropped “Royal Dutch” from its name after leaving the Netherlands in 2022 due to high taxes and overregulation, is one of the world’s supermajors (oil and gas driller). Shell is also one of (perhaps THE) largest producers and vendors of LNG, or liquefied natural gas, worldwide. The company has just released its tenth annual LNG Outlook 2026 (full copy below), which highlights key trends in 2025 and hauls out the crystal ball to predict where things are heading over the next 25 years. Shell’s annual LNG outlook says shipping disruptions in the Strait of Hormuz from the Iran war—which shut in roughly one-fifth of global monthly LNG supply—could keep 2026 global LNG trade flat if flows normalize within three months, with growth resuming in 2027. 
Williams’ Transco Southeast Supply Enhancement Project (SESE) is a 55-mile, 42-inch-wide pipeline that will run through Pittsylvania County, Virginia, and Rockingham, Guilford, Forsyth, and Davidson counties in North Carolina. Construction for SESE started March 2, 2026, according to FERC filings. Transco (Williams) received its final federal authorization and a Notice to Proceed, and crews mobilized in early spring. Initial activities have included tree felling, installation of acoustic barriers, and test drilling in preparation for blasting. Antis finally gave up trying to block construction of SESE in June (see 
We spotted a press release from Hexagon Agility that the company has secured its largest-ever single order for “Mobile Pipeline” modules from Certarus, valued at about $100 million, with an option for up to $25 million more by 2028. It triggered a “connect the dots” moment for us. Mobile pipelines are another term for virtual pipelines, which is a euphemism for trucking natural gas via CNG (mostly) and sometimes LNG. The Hexagon press release indicates strong new demand for such technology in the AI data center market. No pipeline? No problem! Just truck it in via a virtual pipe instead. 
Global research firm Wood Mackenzie warns that a decade of cheap U.S. natural gas is ending, with Henry Hub prices—historically stuck between $2 and $4 per MMBtu—expected to approach $5 by 2035. The shift is driven by surging demand from LNG exports and AI data centers. U.S. LNG exports jumped from 0.5 Bcf/d in 2016 to 15.0 Bcf/d in 2025, with capacity expected to nearly double by 2031. Meanwhile, power-sector demand could require an additional 17 Bcf/d by the mid-2030s. Supply-side tailwinds—prime drilling acreage, cheap associated gas, and annual productivity gains—have largely run their course. WoodMac says $5 gas remains globally competitive. 
Over the past two weeks, just prior to heading out on summer vacation, the U.S. Supreme Court issued a number of extremely important decisions. One of them was Slaughter v. Trump, a 6-3 decision in which the Supremes overturned the 91-year-old Humphrey’s Executor precedent, granting the president broad authority to remove members of independent federal agencies for any reason. Chief Justice John Roberts wrote that the president must have trusted subordinates to ensure accountability, though the Court exempted the Federal Reserve to preserve its independence. This ruling permanently solidifies President Trump’s earlier removals of Democratic appointees, significantly expanding executive control over critical regulatory bodies, including the National Labor Relations Board, the Federal Trade Commission, and most importantly for MDN readers, the Federal Energy Regulatory Commission (FERC). 
Last week was (once again) noteworthy for the Baker Hughes rig count. Although the Marcellus/Utica count didn’t budge, the national count increased by another 7 rigs. The national count has risen over the last three weeks — by 18 rigs! The new national count, 580, is also the highest the combined count has been since May 2025. The combined M-U rig count remained at 36 active rigs for the eighth consecutive week. The M-U’s chief competitor, the Haynesville, maintained its count of 55 active rigs, operating 19 more than the M-U. 
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. 
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 
Wow! Where did the last 10 years go? In June 2015, MDN brought you the news of two Pennsylvania business groups, the Delaware County Chamber and the Washington County Chamber, along with two labor unions, the Laborers’ International Union of North America (LiUNA) with 25,000 members and the International Union of Operating Engineers (IUOE) Local 66 with 7,000 members, joining forces to form the