PJM Gets 94 Applications to Expand & Build More Gas-Fired Power
In December, MDN told you the country’s largest electric grid, PJM Interconnection, which covers all or parts of 13 states, including PA, OH, and WV, proposed new changes to how it decides which new power plants can connect to the system first. The new policy *favors* adding natural gas-fired power over other types of power like unreliable solar and wind (see New PJM Policy Favors Gas-Fired Power Over Solar & Wind). The change comes in response to the rapidly increasing demand for more electricity from data centers and artificial intelligence computing. PJM’s gas-favoring policy change rankled the environmental left, which claims the new policy unfairly allows gas-fired projects to “jump the queue” ahead of unreliable renewables. Ignoring antis, FERC approved the plan in February (see FERC Approves PJM Plan to Fast-Track New Gas-Fired Power Plants). That opened the floodgates for new applications—some 94 of them! Read More “PJM Gets 94 Applications to Expand & Build More Gas-Fired Power”
The Baker Hughes U.S. national rig count gained one rig last week, now at 593 active rigs. As for the Marcellus/Utica, the rig count was a combined 35 last week. Rigs focused on the Marcellus were a combined 24 across the three M-U states of Pennsylvania, West Virginia, and Ohio. Rigs focused on the Utica were a combined 11. PA has operated 15 rigs (or more) for the past 19 weeks. OH has operated nine rigs for the past 16 weeks. WV had operated 10 rigs for an astonishing 23 weeks in a row. Five weeks ago, WV added (and has kept) one additional rig and now operates 11 active rigs. 
Here’s a lawsuit we were unaware of, even though it’s been playing out for years. It’s quite complicated. On the surface, at a very basic level, Cardinal Midstream II (we assume a subsidiary of the Dallas-based 
The highly functional and responsible Susquehanna River Basin Commission (SRBC), unlike its completely dysfunctional and irresponsible cousin, the Delaware River Basin Commission (DRBC), continues to support the shale energy industry by approving water withdrawals and consumptive use for responsible and safe shale drilling. The SRBC published a notice in the March 22 Pennsylvania Bulletin that the Commission renewed 34 general water use permits in January for individual shale gas well drilling pads in Bradford, Centre, Clinton, Elk, Lycoming, Sullivan, Susquehanna, Tioga, and Wyoming counties. 
On Friday, March 21, 2025, Heathrow Airport (in London), one of the world’s busiest airports, experienced a complete shutdown due to a massive fire at the North Hyde electrical substation in Hayes, west London, approximately 1.5 miles from the airport. The blaze, which began late Thursday night around 11:23 PM GMT, involved a transformer containing 25,000 liters of cooling oil. It caused a significant power outage, knocking out the primary substation and its backup system. This led to the cancellation of over 1,300 flights, affecting an estimated 200,000 to 290,000 passengers and causing widespread travel disruptions globally. The London Fire Brigade deployed 10 engines and around 70 firefighters to control the fire, which was mostly contained by Friday evening, though 5% remained active in isolated hotspots. What happened at Heathrow could not happen at Pittsburgh International Airport. Why? Because of the Marcellus shale. 
President Trump was 100% correct in calling the misnamed Inflation Reduction Act (IRA) Biden’s “green new scam.” Here is a perfect example. The heart of Marcellus Shale country is the highest-producing natural gas county in Pennsylvania, Susquehanna County (not far from where MDN sits). Anyone who lives in our region knows this: It is one of the cloudiest regions of the country. Binghamton, NY (where MDN resides) averages 212 cloudy days per year! Yes, we’re nuts for living here. About 25 minutes south of Binghamton down Interstate 81 sits Clifford Township, PA, in Susquehanna County. It’s just as cloudy as Binghamton. Yet Biden’s IRA (“green new scam”) is paying to build a….wait for it….solar farm in Clifford Township! In a place that is cloudy 58% of the time. Taxpayers are paying for this insanity. Meanwhile, natural gas (more reliable, easier to produce, and almost as clean as solar) keeps chugging away in Clifford and other locations around Susquehanna County. 
Pennsylvania State Sen. Gene Yaw from Lycoming County, chairman of the Senate Environmental Resources and Energy Committee, is a strong Marcellus Shale friend. Sen. Yaw recently reintroduced an “Energy Choice” bill blocking municipalities from banning a specific type of fuel source for appliances and heating homes or businesses. The language is fuel-neutral and is not specific to one energy source, but obviously, it’s aimed at preventing liberals who run municipalities in and around Philadelphia and Pittsburgh (maybe Harrisburg) from blocking the use of natural gas in their homes and businesses, a favorite tactic of the left. 
For the week of Mar 10 – 16, the number of permits issued in the Marcellus/Utica to drill new shale wells increased by nine from the previous week. Last week, 31 new permits were issued, with 16 going to the Keystone State (PA). EQT (and its subsidiary Rice Drilling) scored nine permits across Fayette, Greene, and Washington counties in southwestern PA. Range Resources took five permits, all of them in Washington County. And Rev Resources received two permits in Tioga County. 
Epsilon Energy issued its fourth quarter and full-year 2024 update yesterday. Epsilon, a relatively small company, used to concentrate most of its effort on developing Marcellus Shale wells. However, over the past few years, the company has expanded into other plays and now owns assets in the Anadarko (Oklahoma and Texas), the Permian (Texas and New Mexico), and most recently, the Western Canadian Sedimentary Basin (in Alberta, Canada). Epsilon typically does not do its own drilling. The company joint venture partners with (gives money to) other companies, like Expand Energy in the Marcellus, and the other company does the drilling. Epsilon’s CFO, Andrew Williamson, began his comments on a conference call with investors by saying, “The tides have shifted in the Marcellus, and we’re off to a great start there in 2025.” 
The Pennsylvania Department of Environmental Protection (DEP) will hold an 
You have to hand it to the environment-left; they sure are creative. How do they think these things up? Penn State researchers, committed to the religion of eliminating fossil fuels and the 100% adoption of unreliable renewables, are looking for a way to use old/depleted oil and gas wells—of which there are hundreds of thousands in PA (an estimated 3.9 million nationwide). The latest Penn State research proposes blowing compressed air down old wells and storing it underground where the earth’s heat will warm it, further compressing it (giving it an extra 9.5% of “efficiency”). And when electricity is needed, let the air escape, running big power turbines. Just one teeny, tiny problem: It costs so much that nobody will do it. 
National Fuel Gas Company (NFG), headquartered in Buffalo, NY, is the parent company for Marcellus/Utica driller Seneca Resources and the parent of midstream company NFG Midstream (and subsidiary Empire Pipeline). In November 2023, MDN first reported on NFG Midstream’s Tioga Pathway project, an estimated $90 million modernization and expansion project that will add 190,000 Dth per day (190 MMcf/d) of firm transportation takeaway capacity from northwest Tioga County, Pennsylvania (see 
We feel like it’s “peaker” day here at MDN. We have three stories that revolve around peaker gas-fired power plants. What is a peaker? It’s a gas-fired power plant that pops on and gets used only during the heaviest electric usage times, like really hot days in the summer and really cold days during the winter. “Baseload,” on the other hand, are gas plants that run constantly. LS Power, a huge power generation company that owns and operates some 50,000 megawatts (MW) of power generation, including utility-scale solar, wind, hydro, battery energy storage, and natural gas-fired facilities, announced on Friday a plan to add more than 700 MW of new electric generating capacity across Pennsylvania, Ohio, and Virginia. The plan includes promoting (upgrading) two peakers, one in PA and one in OH, to become full-time baseload plants. More yummy Marcellus and Utica gas will be required to feed these plants. 