Mountaineer XPress Leak Sinks Appalachian Gas Price to $1.06
On Thursday, physical (spot) natural gas sold at Louisiana’s Henry Hub (the national benchmark) went for $3.30 per MMBtu. On the same day, gas sold at Texas Eastern M-2, which is the main price point for gas produced in southwestern Pennsylvania, West Virginia, and Ohio, went for $1.055. That’s the same molecule of methane, and our version fetched about 32 cents on the dollar. Why? Because a pipeline carrying Appalachian gas out of the region sprang a leak again. Here’s what happened, why it matters to your royalty check, and why there’s some good news on the horizon. Read More “Mountaineer XPress Leak Sinks Appalachian Gas Price to $1.06”

Last month we told you Ohio had asked PJM to dust off the “State Agreement Approach,” a grid-planning tool invented for New Jersey’s offshore wind, and use it instead for the $4.2 billion in power lines feeding the 10-gigawatt SoftBank data center and gas plant complex at Piketon (see
The Homer City Energy Campus in Indiana County, PA, will be one of the country’s largest natural gas-fired power plants under construction. It burns Marcellus gas, and it needs a lot of water to keep cool. On Wednesday, the Pennsylvania Department of Environmental Protection (DEP) held a public hearing on a permit change that would let the plant send up to 6.8 million gallons a day of used cooling water into Blacklick Creek. All of the roughly a dozen speakers opposed it. DEP says it will decide before the current permit expires at the end of this year. Here’s what the opponents said, and what DEP’s own paperwork says, which is a different story.
The Federal Energy Regulatory Commission (FERC) on Thursday took a chainsaw to one of the slowest, most litigated parts of its pipeline review process. In a 4-1 vote, FERC issued a draft policy statement saying it will no longer require pipeline and LNG companies to submit “air dispersion modeling” for new or expanded compressor stations and LNG terminals. Why should Marcellus/Utica folks care? Because nearly every project that moves more of our gas to market, such as Iroquois ExC and MVP Boost, involves building or beefing up compressor stations. Faster approvals mean more pipe, more takeaway capacity, and (eventually) better prices for drillers and royalty owners.
Researchers at the University of Southern California (USC) built a $250 gadget that sits over an old, abandoned oil or gas well and sniffs for methane leaks around the clock, reporting its findings online. The research paper behind it leans on a well-known 2014 Princeton study of abandoned wells in Pennsylvania. That study is worth a second look, because its “average” leaking well isn’t so average. Read the fine print, and you’ll find most old wells leak a tiny amount, or nothing at all, while a handful of bad actors drive the headline numbers. That’s why a cheap tool that can tell the difference could save taxpayers a lot of money.
The Delaware Riverkeeper Network and PennFuture fought for years for the right to challenge Transco’s Regional Energy Access (REA) pipeline permits before Pennsylvania’s Environmental Hearing Board (EHB). They got their wish. Then they lost at the EHB. And yesterday, they lost again in federal court. A three-judge panel of the U.S. Court of Appeals for the Third Circuit unanimously upheld the state Department of Environmental Protection’s (DEP) water permits for the Williams-owned pipeline expansion. The court said the groups never showed that the extra water testing they demanded would have changed a thing. Even better, the court handed down a ruling on Pennsylvania’s Environmental Rights Amendment that could make life a lot harder for anti-drillers going forward.
Infinity Natural Resources, the Morgantown, WV-based driller that bought Antero Resources’ Ohio Utica assets for $1.2 billion earlier this year, isn’t done shopping. CEO Zack Arnold told Hart Energy at its SUPER DUG conference in Houston in September that Infinity is “actively looking for the next opportunity.” Arnold also dropped a few other nuggets worth your attention: Infinity has drilled its first deep dry gas Utica well in a Pennsylvania field that has only ever produced from the Marcellus; a “couple” of unnamed operators are starting to develop the Marcellus in eastern Ohio; and newly available state and federal lands in Ohio are a fresh source of drilling locations.
Europe blinked. On Wednesday, the European Commission (the EU’s executive branch) proposed delaying its world-first methane rules for imported oil, natural gas, and coal by one year. The rules were set to kick in on January 1, 2027. Under the new proposal, they won’t start until 2028. That’s good news for U.S. LNG (liquefied natural gas) exporters, which supply more than half of Europe’s LNG, and, by extension, for the drillers and royalty owners whose gas feeds those export plants. Pressure came from France, the U.S., many EU countries, and the oil and gas industry. Big Green, as you’d expect, is having a meltdown. The delay still needs a thumbs-up from the European Parliament and EU member governments, and some want a longer, three-year pause. 

Remember Bucks County, PA’s “sneaky” lawsuit against Big Oil? The one a county judge tossed in May 2025 “with prejudice,” meaning don’t come back? Well, it’s back. Today (Oct. 14), Pennsylvania’s Commonwealth Court will hear Bucks County’s appeal, which asks the court to bring the dead case back to life. Lined up against the county is an impressive list of “friends of the court,” including Pennsylvania’s own Attorney General Dave Sunday, the U.S. Chamber of Commerce, the National Association of Manufacturers, the Pennsylvania Manufacturers’ Association, the Pennsylvania Chamber, and our friends at both PIOGA and the Marcellus Shale Coalition. All of them are telling the appeals court the same thing: leave it dead. 
Remember the hydrogen hubs? Three years ago, the Biden administration handed out $7 billion to build seven of them, including two with deep Pennsylvania roots: the Appalachian Regional Clean Hydrogen Hub (ARCH2), awarded $925 million to make “blue” hydrogen from Marcellus/Utica gas, and the Mid-Atlantic Clean Hydrogen Hub (MACH2), awarded $750 million to make “green” hydrogen from wind and solar power (see
Good news for Marcellus/Utica drillers and the landowners who collect royalty checks from them: Cove Point LNG, the export terminal in Maryland that runs on our gas, is back in business after its annual 23-day maintenance break. Add the return of a Freeport LNG train in Texas and a record run at the new Golden Pass LNG plant, and U.S. “feedgas” (the natural gas piped into LNG plants to be chilled into a liquid and shipped overseas) jumped to 19.7 Bcf/d on Tuesday, the highest level since April. That’s billion cubic feet per day, for those keeping score at home.
Another data center proposal has landed in Westmoreland County, PA. This one is a 1.1-million-square-foot building on old farmland in South Huntingdon Township, right off I-70 and across the road from the Pittsburgh Renaissance Festival. The developers are Sippel Development Co. of Zelienople and TriEnergy of Sewickley — the latter a company that has spent roughly 30 years buying land for oil and gas development. The plans filed with the township don’t say where the electricity will come from. But we have a pretty good guess. The site sits about a mile from Tenaska’s 940-megawatt natural gas-fired power plant, and gas wells are nearby. Here’s what we know.