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Former Coal Mine Owned by CNX Resources Marketed for AI Data Center
A study by the Allegheny Conference on Community Development indicates that a proposed 500 to 700-megawatt hyperscale data center at the Zediker site in Washington County, PA, could generate $407 million for the local economy and create 2,364 jobs. Owned by CNX Resources Corp., the former coal mine is being marketed for generative AI facilities, leveraging nearby natural gas supplies and remediated mine gas to power the operation. While no official deal has been struck, the project is expected to yield $67.5 million in tax revenue, positioning the site as a transformative hub for high-tech investment and regional prosperity. Read More “Former Coal Mine Owned by CNX Resources Marketed for AI Data Center”
During the Pennsylvania House Appropriations Committee hearing held on March 2, House Republicans advocated for expanded shale gas drilling on state forest lands and beneath state parks to bolster revenue. Department of Conservation and Natural Resources (DCNR) Secretary Cindy Adams Dunn, a radical leftist, noted that current drilling provides an average of $95 million annually but has already caused the “loss” of 30,000 acres of core forest land. Republican members suggested that revising the long-term leasing moratorium could generate an additional $250 million, which fell on deaf Democrat ears. 
Olympus Energy (now owned by EQT) drills in the Greater Pittsburgh region, in Allegheny and Westmoreland counties. In 2021, Olympus applied to build a new well pad in a rural part of Allegheny County, in West Deer Township. So-called “concerned citizens” got amped up to oppose the project. They succeeded when town supervisors rejected the Dionysus well pad (see 
Although there are legitimate concerns over data centers locating in populated communities (noise, water use, etc.), make no mistake: The anti-data center movement is nothing more than the anti-fracking movement in new clothes (see 
On Friday, Baker Hughes reported that the U.S. rig count lost 1 rig and now stands at 550 active rigs. Three weeks ago, the Pennsylvania Marcellus added a rig, bringing PA’s total to 20 active rigs, the most it has operated in well over a year. PA kept its new/higher total last week. Both Ohio and West Virginia remained at 13 and 7, respectively. The combined M-U count was 40 rigs last week, the most operated rigs in well over a year, now for a third week in a row. The M-U’s primary competitor (for attention and money), the Haynesville, continues to operate 52 rigs (12 more than the M-U). 
Marking the tenth anniversary of U.S. liquefied natural gas (LNG) exports, European Union (EU) and American officials convened in Pittsburgh on Friday for an all-day conference, “EU-U.S. LNG Cooperation 2.0,” which was held at the Heinz History Center. The purpose of the meeting was to reinforce a critical strategic energy partnership. Since the first shipment in 2016, and accelerated by Russia’s invasion of Ukraine, U.S. LNG has transformed European energy security by enabling a dramatic shift away from dependence on Russian gas. As Europe seeks to eliminate Russian gas entirely, the U.S. has become the world’s leading exporter. 
The Marcellus/Utica region received a combined 17 new drilling permits last week, Feb. 16 – 22, way down (by 26) from the 43 permits issued two weeks ago. To be fair, 43 permits was one of the highest in recent months, so a slide was expected. What wasn’t expected was that Pennsylvania issued just a single (1) new permit. Ohio issued 8 permits, and West Virginia issued 8 as well. The drillers receiving new permits last week included: Antero Resources, Arsenal Resources, Ascent Resources, Gulfport Energy, and Infinity Natural Resources. 
Coterra Energy issued its fourth quarter and full-year 2025 update yesterday. For this latest update, there was no earnings conference call with analysts due to the impending merger of Coterra into Devon Energy. Companies don’t want to face questions about the merger or risk screwing it up, so they keep mum. Can’t blame them. What we noticed about Coterra’s 4Q update is that the company continues to treat its Marcellus gas production as a cash cow to fund oil drilling in the Permian Basin. Even so, we were encouraged to see an increase in the number of new wells drilled in 4Q and for full-year 2025, although Marcellus production slipped in 4Q and for full-year 2025 relative to 2024. Call it maintenance mode. 
Yesterday, the Pennsylvania Independent Fiscal Office (IFO) released its latest quarterly Natural Gas Production Report for October through December 2025 (full copy below). There were 129 new horizontal wells spud (drilled) in 4Q25, a big increase of 46 wells (+55%) compared to 4Q24. Natural gas production volume was 1,934 billion cubic feet (Bcf) in 4Q25 (same as 3Q25), up 63 Bcf (+3.4%) from 1,871 Bcf produced in 4Q24. The average Pennsylvania spot hub price was $3.08, an increase of $1.07 (+53%) from the prior year’s $2.01. All in all, it was a great fourth quarter for the PA Marcellus. The numbers are going in the right direction. However, the big news is annual production. 
Yesterday, Expand Energy and Evolution Well Services announced a new agreement to deploy Evolution’s 100% electric hydraulic fracturing technology (e-fracking) in Expand’s Northeast Appalachia (northeast Pennsylvania) drilling program. Evolution, headquartered in Houston with a regional office in Pittsburgh, specializes in “electric” fracking — using natural gas from the well pad (instead of diesel) to power turbines that generate electricity to drive fracking pumps. We’ve written about Evolution’s e-fracking work in the Marcellus/Utica for years (
The Texas Eastern Transmission Pipeline (TETCO), operated by Enbridge, is a major 8,580-mile interstate natural gas system connecting Gulf Coast/Texas supplies to the Northeast US. Originally designed for northbound flow, it now heavily supports bidirectional, southbound, and regional supply, including Marcellus/Utica gas. A short 5.3-mile section of TETCO (actually four separate pipelines that make up TETCO) running through Greene County, PA, needs a fix to protect it from coal mining activities set to begin directly underneath the pipeline in that area. 
Today, we revisit a topic that (at first glance) is a bit complex: a federal EPA regulation called Subpart OOOOc (“Quad O”), which addresses methane emissions from existing sources. Under the Biden administration, Quad O was twisted and used in an attempt to force oil and gas drillers, especially small conventional drillers, out of business. The policy was set, and the individual states were instructed to bring their own regulations and policies into compliance. But then the Democrats lost the White House. No worries…the Dems running the Pennsylvania Department of Environmental Protection (DEP) eagerly developed onerous regs to comply with the Biden EPA’s Quad O standards. The DEP’s regs are ready to go and could be adopted at any time. However, the Trump EPA delayed implementation of Quad O until 2027 while it works to revise or scrap it. 
In early 2024, we reported that Penn America Energy CEO Franc James, the potential builder of the proposed Penn LNG export facility in the Philadelphia area, said that he “pumped the brakes” on the project but that it wasn’t dead yet (see