CNX Adds Real-Time Radiation Monitoring to Radical Transparency
CNX Resources has decided to walk straight into the anti-drilling movement’s favorite scare story. Two weeks ago, the Pittsburgh driller announced it will bolt continuous, real-time radiation monitoring onto its Radical Transparency program — the first-in-the-nation public-private data deal it signed with PA Gov. Josh Shapiro and the Dept. of Environmental Protection (DEP) in November 2023. Ambient gamma radiation detectors will run around the clock at unconventional well pads and certain produced water facilities, with the raw numbers going to CNX, DEP, and the public at the same time. CNX will also start publishing the radiation surveys it already runs on every truckload of waste leaving its sites. None of this is required by law. That’s the whole point. Read More “CNX Adds Real-Time Radiation Monitoring to Radical Transparency”
How long does it take a rig hand to pull on coveralls, lace up steel-toed boots, and grab a hard hat? According to Precision Drilling’s own expert, about 2.6 to 4.1 minutes per shift. According to the workers’ lawyers, a lot longer. After 15 years, two trips to the Third Circuit and one to the U.S. Supreme Court, the two sides have split the difference, and it will cost Precision $1.9 million. On Monday (Sept. 22), both sides filed a joint brief in Williamsport federal court asking Judge Matthew Brann to approve the deal. It covers 1,006 hourly rig workers, some of whom worked Precision rigs right here in the Marcellus. The dollars are small. The legal rule the case left behind for Pennsylvania is not. 
Back in April, we told you the PA Department of Environmental Protection (DEP) had once again extended the three “temporary” air permits for Shell’s ethane cracker plant in Monaca (Beaver County) while the agency slogs through Shell’s full Title V permit application (see 
The Marcellus/Utica region received 17 new drilling permits last week, September 14 – 20, up 1 from the 16 permits issued two weeks ago. Pennsylvania issued 6 of the new permits. Ohio also issued 6 new permits. And West Virginia issued 5 new permits. The drillers who received new permits last week were: Ascent Resources, EOG Resources, EQT, Expand Energy, and Seneca Resources. 
The Pennsylvania Farm Bureau (PFB) is one of the good guys. Probably 99% of the time, MDN is right there cheering PFB on — for private property rights, for sensible regulation, for keeping Harrisburg off the farmer’s back. But yesterday PFB released a 23-page paper making the case for a “temporary, limited moratorium” on large-scale data center development in Pennsylvania. This is the other 1%. We think PFB is wrong on this one, and we’ll tell you why. Politely. Friends are allowed to disagree. 
An activist hedge fund that has been quietly leaning on Devon Energy since June has now put its demands in writing, and it’s asking for a lot more. Toms Capital Management sent Devon a letter earlier this month urging the company to explore “strategic alternatives, including a sale.” In other words, sell the whole company, not just a few pieces. Toms says it’s now one of Devon’s five largest shareholders. Why do we care here in Appalachia? When Devon swallowed Coterra Energy in May, it got the old Cabot Oil & Gas Marcellus position in Susquehanna County along with it. If Devon itself gets sold, the future of that NEPA gas acreage (and the royalty checks it generates) is up for grabs. 
Another big data center is heading to western Pennsylvania, and this one plans to make its own power with a natural gas-fired plant, right next door to a shale gas well pad. A Florida LLC and a Coraopolis microgrid company have filed preliminary plans for the Misty Hollow Energy & Data Campus: a 1-million-square-foot data center and a 300-megawatt power generation facility on a former dairy farm along Prospect Road (PA Route 528) in Forward Township, Butler County. The site sits next to a PennEnergy Resources well pad, and the township engineer wants a letter from PennEnergy signing off on the plan’s revised access to that pad. The developer now confirms the 300 MW plant will run on natural gas, and it will power the campus “behind the meter,” off the grid.
Expand Energy — America’s #1 gas producer, which drills in Pennsylvania under the name Expand Oper LLC — just picked up a fresh batch of Notices of Violation from DEP. Pressure tests witnessed by DEP inspectors on Aug. 6 and Aug. 13 confirmed new casing/cementing defects in four wells across three pads in Susquehanna and Wyoming counties, while two more pads remain under watch for older, unresolved issues. 
Alpha Compute Corp. (Nasdaq: ALP), the tiny AI outfit that wants to build a 200 MW gas-fired data center in Tioga County (see 
The U.S. Chemical Safety and Hazard Investigation Board (CSB) last Wednesday, Sept. 16, released its final report on the June 4, 2025, explosion and fire at Shell Polymers Monaca, the ethane cracker plant in Beaver County, PA (see 
The Pittsburgh Tribune-Review (via the TribLive website) ran a big Saturday feature arguing that Western Pennsylvania’s drilling rebound is being driven by the data center boom. The legwork is real — five township officials, two activist groups, a CNX executive, a Pitt professor. The framing isn’t. The story gives readers three different answers to “how many wells does Pennsylvania have,” gets the cause of last year’s drilling backward, and then, twelve hundred words in, quietly disproves its own headline. 
Three weeks. Same number. The Marcellus/Utica sat at 33 rigs again for the week ended September 18, while the national count added four to reach 595—a fresh 52-week high, topping the 593 we charted on August 14. Oil rigs up. Gas rigs up. Frac spreads up. And WTI closed at $100.74 a barrel with Henry Hub at $2.91. Everything in this report moved except the Marcellus/Utica. 
Columbia Gas Transmission (a TC Energy company) has asked federal regulators for permission to permanently walk away from three underground natural gas storage fields straddling the Pennsylvania/West Virginia line near Majorsville — plugging 71 wells, tearing out a compressor station, and abandoning nearly 20 miles of pipe. On September 9, FERC set the clock on its environmental review. If you’re a landowner in Greene or Washington County, PA, or Marshall County, WV, this one lands in your backyard. Here’s the plain-English version of a very technical filing. 