TC Energy Signs $300M Deal with PA Pipe Maker for M-U & Beyond

Dura-Bond Industries is expanding its Steelton, Pennsylvania (near Harrisburg) operations to fulfill a $300 million contract with TC Energy. Starting June 2026, the plant will add a second shift and 250 union jobs to produce large-diameter steel pipes for natural gas and LNG infrastructure. This expansion marks a major turnaround for the site, which faced uncertainty following the closure of a nearby Cleveland-Cliffs plant. Supported by Senator Dave McCormick and bipartisan efforts, the project bolsters the Marcellus Shale region’s role in energy production, specifically meeting the increased power demands of American manufacturing and AI-driven data centers. Read More “TC Energy Signs $300M Deal with PA Pipe Maker for M-U & Beyond”

Wow! What a week for rigs last week. On Friday, Baker Hughes reported that the national count remained unchanged at 551 active rigs. However, the Pennsylvania Marcellus picked up another rig and now operates 20 rigs, the most it has operated in well over a year. Both Ohio and West Virginia remained at 13 and 7, respectively. The combined M-U count was 40 rigs last week, the most in well over a year. The M-U’s primary competitor (for attention and money), the Haynesville, added another 2 rigs last week after adding 7 the week before, for a new modern high of 52 rigs (12 more than the M-U, bummer). It’s probably too early to declare a trend, but the upshot is that more gas drilling is underway in the two largest gas plays in the country. That’s a good sign.
The Marcellus/Utica region received a combined 24 new drilling permits last week, Feb. 2 – 8, up 2 from the permits issued two weeks ago. Pennsylvania issued 10 new permits, Ohio issued 10, and West Virginia issued 4. The drillers receiving new permits last week included: Arsenal Resources, Ascent Resources, Blackhill Energy, EQT, Expand Energy, and Infinity Natural Resources.
PJM Interconnection, the electrical grid operator that covers Pennsylvania (along with all or parts of 12 other states and the District of Columbia), has once again caved to the political demands of PA Gov. Josh Shapiro to artificially cap prices in its upcoming capacity auctions for the next two years. PJM caved for the July 2025 auction (see
In December, MDN told you that three anti-shale drilling groups—the PA Council of Trout Unlimited, the Keystone Trails Association, and the Responsible Drilling Alliance—requested the Pennsylvania Department of Environmental Protection (DEP) hold a hearing on the Chapter 105 permit requested for a 3.9-mile shale gas access road and staging area proposed by PA General Energy (PGE) in the Loyalsock State Forest (see
Antis somehow got to the board of commissioners in Montour County, PA. Yesterday, the commissioners voted unanimously to reject Talen Energy’s request to rezone empty agricultural land near Talen’s Montour Power Plant (converted from coal to run on Marcellus gas in 2023) for a proposed data center. This decision followed community concerns stoked by lying groups like Food & Water Watch regarding “potential environmental impacts” on the nearby Montour Preserve.
We stumbled across a mention of a lawsuit (Kriley v. XTO Energy) that we previously were not aware of—a lawsuit that had its beginning back in 2019 and involves seven landowners in Butler County, PA. The landowners claim that XTO Energy (a subsidiary of ExxonMobil) systematically underpaid natural gas royalties. Over the past six years, the lawsuit has evolved and was certified as a class action in late 2025, meaning it has expanded from affecting seven landowners to potentially hundreds. XTO, in its latest court filing, is attempting to limit the class action.
The highly functional and responsible Susquehanna River Basin Commission (SRBC), unlike its highly dysfunctional and irresponsible counterpart, the Delaware River Basin Commission (DRBC), continues to support the shale energy industry by approving water withdrawals and consumptive use requests for responsible and safe shale drilling. The SRBC published a notice in the February 7 Pennsylvania Bulletin that the Executive Director of the SRBC approved and/or renewed 42 general water use permits in December and 32 general permits in January (74 combined) for individual shale gas well drilling pads in Bradford, Clearfield, Clinton, Lycoming, Sullivan, Susquehanna, Tioga, and Wyoming counties.
The Pennsylvania Department of Environmental Protection (DEP) is seeking public comment on an Individual Stormwater Permit for a 5.8-mile natural gas pipeline in Indiana County. Serving the proposed Homer City Generation LP 4.5 GW power plant and data center, the 30-inch pipeline will traverse Black Lick, Burrell, and Center Townships, involving several stream and wetland crossings. Interested parties have 30 days to submit comments to the DEP’s Northwest Regional Office. While no public hearing is currently scheduled, one may be requested. Additional project details and permit applications are available for review through the DEP’s regional office and website.
In a report coming from Luzerne County, PA (northeastern part of the state), rural landowners in Hollenback Township are allegedly being offered $175,000 per acre to sell their property for a massive artificial intelligence (AI) data center campus. This “data center takeover” has alarmed some Luzerne County residents who fear the project will destroy the area’s rural character and strain local utility resources. The high-value offers follow months of community pushback led by State Representative Jamie Walsh (a Republican), who has criticized the secrecy surrounding these large-scale developments.
Yesterday, Shell’s chemical division reported a $66 million fourth-quarter loss, driven by weak margins and operational hurdles at its $14 billion Beaver County ethane cracker plant complex. Shell CEO Wael Sawan acknowledged the chemicals business is underperforming, making a turnaround a “top priority” for 2026. Although Shell is exploring a sale or joint venture for the Monaca facility due to its geographic isolation and high costs, no specific updates were shared during the latest earnings call.
On Wednesday, the Pennsylvania Senate approved Senate Bill (SB) 704, known as the Grid Stabilization and Security Act, sponsored by Republican State Senator Gene Yaw. This legislation directs the Department of Community and Economic Development (DCED) and the Department of Environmental Protection (DEP) to collaborate to identify suitable sites for natural gas-powered electricity generation. By streamlining site preparation, the bill aims to address critical shortfalls in electricity generation on the PJM grid and attract new investment in baseload power, which has stagnated since 2019.
On February 3, 2026, Pennsylvania’s Environmental Hearing Board (EHB) denied a motion by CNX to dismiss an appeal from James and Barbara Ullom regarding significant water loss on their Washington County property. The Ulloms allege that fracking operations at CNX’s NV110 well pad, located approximately 890 feet from their well, caused their water supply to fail (loss of water). Although the Department of Environmental Protection (DEP) initially found no link, the EHB, a special court that hears appeals of DEP decisions, ruled that the Ulloms had established a prima facie case. A central legal issue remains: whether the Oil and Gas Act’s “rebuttable presumption” of liability applies to water loss or strictly to contamination.
Pennsylvania Governor Josh Shapiro (far-left Democrat) has a plan to address rising electricity costs by “increasing oversight” of investor-owned utilities, which he claims generate “excessive profits” at the expense of Pennsylvania ratepayers. That’s code for take them over and have the government (liberal Dems) run them. Last time we checked, we still live in the USA, land of the free and home of the brave. We don’t live in the USSR.