60 New Shale Well Permits Issued for PA-OH-WV Dec 1 – 7
After a pathetic showing two weeks ago (just 8 permits), last week was a barnstormer—the most permits we’ve seen issued in a single week since we’ve been chronicling permits here on MDN. But, there’s a catch. Last week’s report for the combined three states shows 60 (!) permits issued, with 22 going to Pennsylvania, 24 to Ohio, and 14 to West Virginia. However, Ohio’s numbers are inflated because the Ohio Department of Natural Resources (ODNR) reported numbers last week that stretch back three weeks in time. You may recall Ohio didn’t issue permits for two weeks in a row. They actually issued permits but didn’t report them. So, this report includes 6 permits for the two missing weeks. Still, removing six from the total means 54 permits were issued last week, which remains a record high. Could the spike in the spot price for natural gas in the M-U be the reason? Read More “60 New Shale Well Permits Issued for PA-OH-WV Dec 1 – 7”
Tailwater Capital LLC, an energy and infrastructure private equity firm based in Dallas, Texas, yesterday announced it has closed on the acquisition of a majority interest in Central Midstream Partners, LLC (originally established as Central Crude). Central Midstream provides liquids transportation, storage, and terminal services to support demand-pull customers across the Gulf Coast and in the Utica region. We have to confess we had not heard about nor written about Central Midstream before this announcement. 
The second round of big news coming from Antero Resources today is the sale of the company’s Utica Shale assets. We told you in November that Antero, the largest Marcellus/Utica (M-U) driller in West Virginia, officially began to market its Ohio Utica assets for sale (see 
Last week, the Baker Hughes U.S. national rig count recovered some of the previous week’s losses. The count increased by five after losing 10 rigs in the previous week. The national count went from 544 to 549. Rigs in the Marcellus/Utica remained the same last week—now for three weeks in a row. Pennsylvania has held at 18 for three consecutive weeks. Ohio was the same at 13 rigs, which it has operated since September 26. West Virginia maintained its 7 rigs, which it has operated since May 30. There were 24 rigs targeting the Marcellus and 14 targeting the Utica, for a combined 38 rigs in the M-U. 
Here we go again. The environmental left is attacking the shale industry by accusing it of shipping drill cuttings (the leftover rock and dirt that comes out of a borehole) to local landfills in the Buckeye State (Ohio), where it will irradiate everyone and everything close to it. According to the left, drill cuttings “could be contaminated with radioactivity and other chemicals.” And, according to the same people, lack of regulations in Ohio “allows it [radioactive drill cuttings] to slip by regulators, especially in Ohio,” and end up in the same landfills as “household trash.” Is there anything to the claim that drill cuttings are radioactive and a threat to those who live near landfills? 
Last week, the Baker Hughes U.S. national rig count got wacked good, losing 10 rigs from the previous week. The national count went from 554 to 544 (as of Wednesday, when BH reported the numbers). Bummer. It had gained rigs for each of the prior three weeks. Rigs in the Marcellus/Utica remained the same last week after gaining one rig the week before. Pennsylvania has held at 18 for two weeks in a row. Ohio was the same at 13 rigs, which it has operated since September 26. West Virginia maintained its 7 rigs, which it has operated since May 30. There were 24 rigs targeting the Marcellus and 14 targeting the Utica, for a combined 38 rigs in the M-U. 
In July, MDN told you that Talen Energy, a leading energy producer in the U.S., which owns and operates approximately 10.7 gigawatts (GW) of power infrastructure, had announced the acquisition of two gas-fired power plants: one located near Wilkes-Barre in northeastern Pennsylvania, and the other in Guernsey County, in eastern Ohio (see 
One of the significant stories of 2024 in the Ohio Utica was about Austin Master Services (AMS), a radiological waste management solutions company in Martins Ferry, Ohio, that processes and transports fracking waste for disposal. AMS ran into trouble when it ran out of money. The Martins Ferry facility in Belmont County, where waste is temporarily stored, had vastly exceeded its permitted limit of 600 tons (storing over 10,000 tons), resulting in a permit violation. The Ohio Attorney General’s office filed a lawsuit against the company in March 2024 to compel compliance and require cleanup of the facility. The Ohio Department of Natural Resources (ODNR) stepped in to handle the cleanup. As of May 2025, cleaning and testing were completed (see 
Lordstown is a small village in southern Trumbull County, Ohio (population 3,332). The village has one operational gas-fired power plant, the Lordstown Energy Center, generating 940 megawatts (MW) of electricity. A second gas-fired power plant, the Trumbull Energy Center, is under construction and due to come online in 2026. It will generate 950 MW of electricity. Developers are proposing to build a $3.6 billion, 1.65 million square-foot data center campus in Lordstown on the site of the former GM complex (south of OpenAI’s Stargate AI data center campus). The developers filed a petition with the Ohio Supreme Court against Lordstown, claiming the village is blocking consideration of their proposal in violation of zoning procedures. 
We first told you about a frac sand company called Smart Sand some 13 years ago (see 
Overwatch Capital and Japanese company Idemitsu Kosan Co., Ltd. have formed a strategic partnership to develop high-density, energy-resilient AI data centers across ten U.S. states. This collaboration involves Idemitsu investing in Overwatch and supplying up to 1 gigawatt of natural gas for on-site power generation to support next-generation AI computers. The initiative leverages Overwatch’s SIDE Platform, which integrates generation, battery storage, and advanced cooling, alongside Idemitsu’s global energy expertise. Initial projects are set to begin in 2026 in Dallas-Fort Worth and Columbus, Ohio, to provide reliable infrastructure for hyperscalers and cloud providers. 
In honor of the new Wizard of Oz movie coming this week: “Lions and tigers and bears, oh my!” The environmental left version of that is, “Fossil fuels, fracking, and data centers, oh never!” Just yesterday, we outlined a trend we see in Pennsylvania (and on the national level): anti-fracking groups morphing into anti-data center groups (see 
In July, MDN told you that Talen Energy, a leading energy producer in the U.S., which owns and operates approximately 10.7 gigawatts (GW) of power infrastructure, had announced the acquisition of two gas-fired power plants: one located near Wilkes-Barre in northeastern Pennsylvania, and the other in Guernsey County, in eastern Ohio (see 
Existing pipelines in the Marcellus/Utica region are testing the market for expansion. Two weeks ago, we told you that DT Midstream (50% owner of NEXUS Pipeline) is eyeing the growing AI data center market in northwestern Ohio as a customer for M-U molecules that flow through NEXUS (see