PA Gov. Shapiro’s PJM ‘Price Cap’ Will Hike Electricity Bills
In January, MDN reported that the PJM Interconnection electrical grid operator, covering Pennsylvania (along with all or parts of 12 other states and the District of Columbia), had caved to the political demands of PA Gov. Josh Shapiro to artificially cap the prices of the next capacity auction scheduled for July 2025 (see PJM Grid Caves to PA Gov. Shapiro Bullying, Blackout Risk Rises). The bad news is that the Federal Energy Regulatory Commission (FERC) recently gave its stamp of approval on the deal (see FERC OKs PJM Deal with Devil (Shapiro) for Higher Rates, Blackouts). This post outlines the reasons why this deal will (a) lead to blackouts and (b) eventually result in higher, not lower, prices for ratepayers. Read More “PA Gov. Shapiro’s PJM ‘Price Cap’ Will Hike Electricity Bills”
Houston, we have a problem. Artificial Intelligence (AI) and the data centers (banks of hundreds or thousands of computers) that support AI are being planned right now. All those data centers need reliable power supplies. Unreliable solar and wind are not up to the task, so the companies building those data centers (like Google, Microsoft, Amazon, Facebook, Apple, and others) are turning to natural gas. Which we love! But here’s the problem: the turbines needed to generate the electricity (turbines that burn natural gas) are now on backorder… until 2028 or later. 
Speaking of gas turbines and our current inability to produce them quickly enough, we came across a somewhat related story from Reuters. The reporters from Reuters are sounding the alarm that U.S. LNG export facilities may soon have to compete for natural gas supplies with power plants needed to power AI data centers. The result is that the price of natural gas will increase, and in some cases, it may not be available for exports. Of course, the free market (capitalism) will sort this out on its own, but in the meantime, there may be some tension. 
The Trump administration recently issued rules that require at least 1% of the natural gas shipped overseas to be carried on U.S.-built tankers, beginning in 2029. The U.S. is the world’s number one global exporter of LNG (liquefied natural gas). However, the U.S. does not build *any* of the specialized LNG cargo carriers used to send that fuel abroad. In a letter to the Trump administration last week, the American Petroleum Institute (API) stated that the oil and gas industry could not comply with the rule and urged Trump officials to reconsider it. 
What have we been telling you for YEARS? That natural gas is not a “bridge” to an unreliable renewable energy nirvana, but is, instead, the destination (see 
OTHER U.S. REGIONS: Woodside signs gas supply agreement for Louisiana LNG; Golden Pass LNG gets FERC commissioning permit; Commonwealth LNG requests FERC authorization by June; Plan to heat state buildings with natural gas system riles advocates; NATIONAL: Oxy taps A.I. to help inject old oilfields with carbon dioxide; First DC Climate Week underway; A mass exodus begins at the Energy Department; EPA official says agency plans to cancel nearly 800 environmental justice grants; INTERNATIONAL: Oil market is going through a critical phase; Oil slumps as consumer confidence sinks; China waives tariffs on US ethane imports, sources say; It takes a lot of jet fuel to throw a funeral for a climate alarmist Pope. 
In January, MDN brought you the news that TECfusions, based in Tampa, Florida, had purchased 1,395 acres in Upper Burrell (Westmoreland County), PA, for a groundbreaking data center project called TECfusions Keystone Connect (see 
A power project we’ve been tracking since 2017 is a 620-megawatt (MW) Marcellus-fired electric plant in Greene County, PA, called the Hill Top Energy Center (
In December 2022, the New Jersey Board of Public Utilities (BPU) approved permission for New Jersey Natural Gas (NJNG) to build a pipeline regulator station in Holmdel, New Jersey. What does a regulator station do? It reduces pressure on the existing underground natural gas pipelines in the area, which run underneath Holmdel Township and throughout Monmouth County. Ultimately, a regulator station will ensure the reliability of the pipelines and the gas that flows in the area. The new station will replace a currently operating temporary regulator station. Yet the “leaders” of Holmdel voted in 2023 to appeal the BPU decision to court, allocating up to $20,000 of taxpayer money for legal fees, which turned out to be a fruitless attempt at overturning the BPU decision (see 
Dominion Energy and its operations in Chesterfield County, Virginia (near Richmond) are in the news again, but not for the same reason you may think. We previously told you about Dominion’s project to build a “peaker” electric generating plant in Chesterfield (see 
Sometimes it’s hard to figure out why people (and companies) choose to “bite the hand that feeds them.” Here’s a case in point. Last Friday, a group of electric and gas utilities urged the Federal Energy Regulatory Commission (FERC) to launch an inquiry to consider options for improving gas pipeline reliability. That is, utility companies, fed natural gas by pipeline companies, are asking FERC to tighten regulations on those pipeline companies in order to make it more expensive and harder to do their job. Why? 
Local municipalities with radical political leaders, along with some “blue” states run by radical Democrats, have attempted to strip away the right of their citizens to freely choose which energy source they want to use. It’s about as anti-American as it gets, against the very founding of this country. Yet it happens. Berkeley, California’s “first-in-the-nation” natural gas ban was later overturned by a federal appeals court. Yet recently, two other appeals court cases have ruled in favor of gas-banning municipalities and states. Let’s consider the “shifting landscape” of local and state gas bans… 
Isn’t it shameful how major Ivy League universities, like Cornell, Harvard, and now Dartmouth, sell out to the radicalized left? They offer up (sell) their prestigious names to be plastered on blatantly fake research studies that bash fossil energy. In a new study published in Nature, researchers from Dartmouth College have compromised their integrity, arguing that “attribution science” – the attempt to link a specific amount of greenhouse gas emissions to a particular energy company – should be used. The “researchers” advocate using attribution science not to develop a better understanding of the world, but as a blunt tool in the courtroom to bankrupt the very companies that provide the energy that powers this world. It’s completely insane. 
The Baker Hughes U.S. national rig count crept up again last week, adding two more rigs after adding two in the prior week. The U.S. count now stands at 587 active rigs. The M-U rig count remained the same at a combined 38 last week—the second week in a row. We are at the highest combined M-U count since May of 2024. The Marcellus kept its 25 rigs across the three M-U states of Pennsylvania, West Virginia, and Ohio. The Utica kept its 13 rigs across the same three states, mainly in Ohio. PA had 18 active rigs for the second week — the highest number it has had since last August. OH operated 12 rigs for the second week in a row, the most active rigs in the Buckeye State in over a year. WV dropped maintained eight rigs for a second week, the lowest number of active rigs in the Mountain State since last September.