EPA Plan Exempts Gas- and Coal-Fired Power from Emissions Regs
With heavy doses of false statements littered throughout, there is (somehow) new news in a New York Times article appearing on Saturday. The article proclaims, “E.P.A. Wants to Erase Greenhouse Gas Limits on Power Plants.” The Times says it got its hands on internal documents (someone at the EPA needs to be fired) that show the agency has crafted a draft plan that says carbon dioxide and other greenhouse gases from power plants that burn fossil fuels “do not contribute significantly to dangerous pollution” and they don’t contribute to so-called climate change because they are a small and declining share of global emissions. Read More “EPA Plan Exempts Gas- and Coal-Fired Power from Emissions Regs”
The murdering thug dictators of the OPEC+ cabal are once again showing their true colors. The last time Donald Trump was in office, OPEC+ 
According to opinion researchers at Pennsylvania’s Franklin & Marshall College, the issue of fracking has deepened the schism between Democrats and Republicans in the Keystone State. Pennsylvania’s voter registration statistics have shifted rightward (from Democrat to Republican), which has been traced to shifts in the affiliation of working-class communities, particularly those located in the northeastern and southwestern parts of the state. New research offers a more direct cause for the shift: the decline of coal mining and the rise of shale gas development. 
In January, MDN brought you the news that TECfusions, based in Tampa, Florida, had purchased 1,395 acres in Upper Burrell (Westmoreland County), PA, for a groundbreaking data center project called TECfusions Keystone Connect (see 
The Public Service Commission (PSC) of Wisconsin approved the We Energies plan to build a $1.2 billion gas-fired power plant at its Oak Creek Power Plant location (Oak Creek is a suburb of Milwaukee). Plans call for converting the facility from a coal-fired power plant to a natural gas plant that will generate 1,100 megawatts (MW) of electricity on demand (a “peaker” facility). The aim is to start the gas turbines when the sun doesn’t shine and the wind doesn’t blow. The PSC also approved a much smaller We Energies peaker plant in the Kenosha County town of Paris. 
President Donald Trump’s pro-energy policies were meant to speed the construction of the United States’ next generation of energy infrastructure, but many oil and gas pipeline operators would still rather buy than build their way to expansion due to a host of factors impeding large projects. The proposed 124-mile Constitution Pipeline from northeastern Pennsylvania into and through New York State is a perfect example. Williams canceled the project in 2020. Trump wants it revived and built. Will Williams or someone else build it? More importantly, will it get built at all? 
The Marcellus Shale has a distinct advantage over every other gas-focused shale play in the country: It’s WAY cheaper than anywhere else to produce gas in the Marcellus. It’s called the break-even point, when a driller makes a profit after paying for expenses. The break-even in the Marcellus is *below* $2/Mcf (thousand cubic feet) for many drillers, including giants EQT and Expand Energy. Other gas-focused plays, like the Haynesville, cost a lot more—$3.50/Mcf or more for break-even. But then, the Haynesville is much closer to Gulf Coast LNG export facilities, so it costs much less to pipeline the gas. That’s OK, the Marcellus has a geographic advantage, too. 
Yesterday, the first of what will no doubt be many such events, the Appalachian AI Energy Conference (sponsored by Shale Directories) was held at the Hilton Garden Inn in Pittsburgh/Southpointe. Event speakers explored why Appalachia is uniquely suited to meet AI’s massive energy needs. CNX’s VP of sustainable development, Brent Bobsein, spoke about the region’s “massive opportunity.” 
The Algonquin Gas Transmission pipeline (owned by Enbridge) transports up to 3.09 Bcf/d through a pipeline that is 1,131 miles long. Algonquin connects to Texas Eastern Transmission (TETCO), Millennium Pipeline, and Maritimes & Northeast Pipeline and supplies New England with critically needed natural gas supplies for power generation and consumer use. As we told you in September 2023, Enbridge conducted an open season to gauge interest in expanding Algonquin’s capacity to flow more gas into New England—mainly from the Marcellus/Utica—called Project Maple (see 
Freeport LNG’s export terminal with three liquefaction “trains” completely shut down (all three trains) in June 2022 after an explosion and fire (see 
The U.S. Department of Transportation’s Pipeline and Hazardous Materials Safety Administration (PHMSA) is looking to overhaul repair requirements for natural gas and carbon dioxide pipelines. The PHMSA is asking the industry (and the public) how to make standards that have remained unchanged for more than 40 years more cost-effective. This effort marks the second in a series of high-priority PHMSA actions to implement the President’s “Unleashing American Energy” Executive Order. 
If you’ve ever run a business or have been self-employed, you know how important it is to claim every legitimate deduction on your tax return. Anyone with a brain knows that wages, fuel, and repairs are expenses, the “cost of doing business”—especially in the oil and gas business. Yet in their zeal to destroy fossil energy, the Bidenistas inserted new regulations in the misnamed Inflation Reduction Act (IRA), a law made possible by the single vote of former West Virginia Senator Joe Manchin (who will live in infamy for his vote), relabeling such deductions as “subsidies” for the oil and gas industry (but no other industries). The Bidenistas eliminated those legitimate deductions so that O&G companies could no longer claim them as deductions, at least not the full value in the year in which they are spent. It’s nuts! There’s a new bill in Congress to correct this attack against the fossil energy industry. 
It is “The Art of the Deal” with Donald J. Trump. Only DJT could pull off such a miracle. We are referring to a deal just struck (on Monday) with New York Governor Kathy Hochul. Trump will allow New York to blow $5 billion on an idiotic offshore wind project (off the coast of Long Island) in return for Hochul allowing the construction of two long-stalled pipeline projects: The Constitution Pipeline and the Northeast Supply Enhancement (NESE) Project, part of the Transco pipeline system. We had no idea NESE was on the table as part of a potential deal! 
In early April, President Trump signed four executive orders (EOs) dealing with energy issues (see 
The Marcellus/Utica region is the United States’ top natural gas production area, accounting for about one-third of the country’s daily output. Natural gas production in the M-U has soared from 2 Bcf/d (billion cubic feet per day) to over 33 Bcf/d today in the past 15 years. Growth has slowed in recent years due to pipeline constraints, but new pipeline projects, rising Gulf Coast LNG demand, and in-basin data center development could drive a resurgence. Despite past challenges like canceled pipelines and a focus on the Permian, our region’s vast potential and improving infrastructure suggest a breakout, according to RBN Energy. However, low gas prices and regulatory hurdles remain big concerns, though data centers and LNG exports could boost demand significantly. 
The oil and gas industry is large and complex, including how companies raise money to drill new wells. One of the ways companies get financing to drill is via partners that invest but don’t take an active role. It’s called being a non-operated (non-op) owner or partner. A company (another driller, an investment company, bank, etc.) will give an active driller money and, in return, will receive a percentage ownership in the well and its production. North Hudson Resource Partners, a Houston-based energy investment firm, is one such company. North Hudson has, in the past, raised multiple rounds of money from investors and invested that money in different plays, including the Utica Shale.