New York Reconsiders Upgrades of Gas-Fired Power Plants
Danskammer Energy, which had operated a gas-fired peaker power plant along the Hudson River in Newburgh, NY, worked on a project to upgrade the plant since 2018. In June 2024, Danskammer Energy withdrew its permit application with the fossil fuel-hostile state, formally ending attempts to expand after nearly seven years of frustration in trying and receiving rejections from the state Department of Environmental Conservation (DEC). Let the idiots who keep the Dems in power sit in the dark and see how that feels. Now, the idiots (and leftist politicians who want to keep their jobs) are waking up and saying, “Oh crap. We might need those gas-fired plants after all.” It sounds so sweet to say: WE TOLD YOU SO! Read More “New York Reconsiders Upgrades of Gas-Fired Power Plants”
MARCELLUS/UTICA REGION: CNX receives state grant for mobile fueling units; GO-WV president Charlie Burd announces plans to retire in 2027; Northeast gas outflows decline on compressor outage as power demand up; OTHER U.S. REGIONS: Murkowski feels ‘cheated’ by Trump administration actions against wind and solar projects; Justice Department urges dismissal of Maryland climate lawsuits; NATIONAL: FTC retracts ban vs Hess, Pioneer leaders; Tax credits drive carbon capture deployment in our Annual Energy Outlook; Is the National Weather Service climate campaign collateral damage?; Oil price volatility and higher valuations cause M&A activity to slow; INTERNATIONAL: WTI flat as EU targets Russian refined fuels; EU slaps new sanctions on Russia and its oil trade; The 9 most important oil & gas pipelines in the world; Will oil demand hit 123 million barrels per day by 2050 as OPEC says? 
For the week of July 7 – 13, the number of permits issued to drill new wells in the Marcellus/Utica remained the same as the previous week. There were 21 new permits issued across the three M-U states last week. The Keystone State (PA) issued seven new permits. Range Resources secured three permits, spread across Beaver and Washington counties, in the southwestern part of the state. Seneca Resources received two permits in Tioga County, in the northeastern part of the state. Greylock Energy and Coterra Energy each received a single permit, in Potter and Susquehanna counties, respectively. 
As we reported on Wednesday, a truly mind-blowing event was held in Pittsburgh on Tuesday, the Pennsylvania Energy and Innovation Summit organized by PA Senator Dave McCormick (see 
Talen Energy, a leading energy producer in the U.S., which owns and operates approximately 10.7 gigawatts (GW) of power infrastructure, has 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, for $3.8 billion. The PA plant is fed by Marcellus molecules, and the OH plant is fed by Utica molecules. We have followed both projects from inception through commissioning and operation. 
GE Vernova is supplying seven natural gas turbines to the Homer City energy/data center campus at the site of the former Indiana County coal-fired power plant (see 
After returning from the Pennsylvania Energy and Innovation summit held on Tuesday of this week in Pittsburgh, U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin published an op-ed highlighting steps his agency is taking to reduce burdensome regulations, unleash American energy dominance, and make America the AI capital of the world. The EPA is working on clearing away red tape on the federal level, while GOP legislators in Pennsylvania are working on clearing away red tape on the state level. It will take both efforts to ensure the $92 billion pledged for energy projects in PA actually happens. 
Despite a “public outcry” (of 13 people), the Chesapeake City (Virginia) Council voted 6-3 on Tuesday night to approve a compressor station for Virginia Natural Gas (VNG). The City Council previously voted, on June 17, to deny permission. This was a reconsideration vote. The proposed site is already zoned industrial and has other VNG operations already in place. It’s not like it’s being constructed in the middle of a neighborhood. 
The Northeast Supply Enhancement (NESE) project is designed to increase Transco pipeline capacity and flows of Marcellus gas heading into New York City and other northeastern markets. Following some intense conversations between President Trump and New York Governor Kathy Hochul, she caved (according to the White House). She agreed to allow two long-stalled pipeline projects—the Constitution and NESE—to get built in NY in return for Trump allowing her to continue to sink $5 billion into an offshore wind project (see 
Here’s an important update for a project we haven’t discussed since last October. The Tennessee Valley Authority (TVA) is building a $2.1 billion state-of-the-art natural gas plant in Cumberland City, Tennessee (see 
Infinity Natural Resources (INR), headquartered in Morgantown, WV, focuses 100% on the Marcellus/Utica. The company went public earlier this year with a $265 million ($20/share) initial public offering, giving INR a market capitalization of $1.18 billion (see 
It’s one thing to openly criticize and attack fossil energy and the U.S.’s embrace of fossil energy. It’s an entirely different thing when U.S. taxpayers pay for those attacks. We’re speaking of the far-left-leaning International Energy Agency (IEA) and its corrupt leader, Dr. Fatih Birol. We’ve written plenty about the IEA over the years, noting its dramatic shift away from real science into leftist political science. The Trump administration has had enough of the IEA’s antics and has put the agency on notice that unless it changes the way it forecasts about energy, we’re out. The U.S. will withdraw its membership, and along with it, a substantial amount of the agency’s funding (millions of dollars). Birol can find someone else to fund his lavish lifestyle and jet-setting around the globe to bash fossil fuels.