Williams CEO Supports Restart of Constitution Pipe – With Conditions
This is the news we’ve been eagerly waiting for. Over the past month, the Trump administration, beginning with The Donald himself, has been talking up a resurrection of the 124-mile, 660 MMcf/d Constitution Pipeline from the gas fields of northeastern Pennsylvania (in Susquehanna County) into and through New York, to Schoharie County, to move Marcellus gas into New York State and New England. Just yesterday, we told you that Interior Secretary Doug Burgum announced at CERAWeek that the federal government would “step in” to complete the Constitution if necessary (see Feds Will “Step In” to Build Marcellus-to-New England Pipeline). The billion-dollar question has been, will Williams, the builder and operator of the project, be willing to resurrect and build it? We now have an answer. Read More “Williams CEO Supports Restart of Constitution Pipe – With Conditions”
Speaking of the Constitution Pipeline project (see today’s post, Williams CEO Supports Restart of Constitution Pipe – With Conditions), New York Governor Kathy Hochul will visit The White House for a one-on-one with President Trump today. They have a few things to discuss. One of the biggest discussion topics will be Trump attempting to convince Hochul that it’s time to allow the 124-mile Constitution Pipeline from Susquehanna County, PA, to Schoharie County, NY, to move Marcellus gas into New York State and New England, to get built. Will he be successful? 
A three-judge panel (all liberal Democrats) from the Ohio District Courts of Appeals for the Tenth District ruled yesterday that anti-fossil fuel fanatics don’t have the right to appeal a decision by the Ohio Oil & Gas Land Management Commission (OGLMC) to meet and award contracts to drill under (not on) several Ohio state parks, including the 20,000-acre Salt Fork State Park in Guernsey County. The case was appealed by Earthjustice acting on behalf of the anti-fossil fuel Save Ohio Parks. In February 2024, a liberal Democrat judge from Franklin County ruled against antis (see 
The U.S. Energy Information Administration (EIA) issued its latest monthly Short-Term Energy Outlook on Tuesday, the agency’s monthly best guess about where energy prices and production will go in the next 12 months. In this latest assessment, EIA expects the Henry Hub price to average around $4.20 per million British thermal units (MMBtu) in 2025, 11% more than last month’s forecast. EIA also expects the annual average price in 2026 will be near $4.50/MMBtu, up 8% from last month. What changed? EIA now expects more consumption of natural gas in 2025 and 2026 and less natural gas in storage, leading to the rise in its forecasted Henry Hub spot price. 
MARCELLUS/UTICA REGION: Northeast gas demand declines, but unaffected by short-lived export tax; NATIONAL: U.S. propane exports have increased every year since 2007; Judge in Mann v. Steyn trial sanctions Mann and his counsel for misconduct; ExIm-backed gas project as threat to America first energy agenda; Natgas key to meeting rising US power demand, FERC chairman says; Zeldin’s bombshell puts EPA endangerment finding in the crosshairs; Towns and states don’t want green energy; INTERNATIONAL: Oil drops below $67 as trade war fears weigh on demand; Is the IEA getting back on track re oil & gas?; The world lines up to buy American gas. 
There has been dynamite news coming from this week’s CERAWeek by S&P conference in Houston (wish we were there!). Of all the things reported thus far (with two days still to go), no piece of news has been more dynamite than a statement made by Secretary of the Interior Doug Burgum during a talk at the event yesterday. Speaking of the 124-mile Constitution Pipeline project that Williams gave up on building in 2020 after years of delays and legal roadblocks by New York State, Burgum said the Trump administration is willing to “step in” and take federal action to get the pipeline project from the Pennsylvania Marcellus to New York and New England completed. 
One of President Donald Trump’s greatest lines during the 2016 presidential campaign was his promise, “We’re gonna win so much, you may even get tired of winning. And you’ll say, ‘Please, please. It’s too much winning. We can’t take it anymore, Mr. President, it’s too much.’ And I’ll say, ‘No it isn’t. We have to keep winning. We have to win more!’” Such was our thought (“We’re winning too much!”) about yesterday’s massive announcements (plural) coming from the Environmental Protection Agency (EPA). The EPA announced the launch of the biggest deregulatory action in the history of our country. It is MASSIVE, with extremely important/critical implications for the oil and gas industry. Many of the actions EPA is taking will roll back, modify, or otherwise improve regulations that directly affect the shale industry, including actions on Biden’s Clean Power Plant 2, the Waters of the United States (WOTUS) regulation, revising regs to allow brine (wastewater) to be recycled and used for things like cooling data centers, and much, much more. 
Yesterday, Pennsylvania Governor Josh Shapiro visited the site of an orphaned well being plugged in Washington County, PA, to celebrate and toot his own horn that this is the 300th orphaned well plugged since he became governor in January 2023. There’s nothing wrong with that, except during the same 2+ years, Ohio has plugged at least double that number. Which makes us ask: Why does it take so much longer and cost so much more to plug wells in PA than in OH? 
Multiple speakers at this week’s CERAWeek by S&P conference in Houston have predicted that demand for natural gas will continue to see record highs due to AI (artificial intelligence) and more LNG export facilities coming online. However, the speakers caution that while we have plenty of supply to meet the higher demand, we don’t have enough pipelines to move the molecules from where they are extracted to where they are used. In an interview on the sidelines of CERAWeek, EQT CEO Toby Rice said, “We have the gas, we just don’t have the pipelines to get it to places, so now you see a situation where it doesn’t matter how much we produce.” Never a truer word spoken. 
In January, we told you that faced with the possibility of blackouts, Connecticut’s Democrat Governor, Ned Lamont, wants to keep his nuclear and gas-fired power plants (see 
CNX Resources, one of the original founding partners in the Appalachian Regional Clean Hydrogen Hub (ARCH2) project created during the Biden administration, has “paused” its participation in the project. CNX is no longer listed as a partner on the 
Hart Energy reports that Expand Energy, formed by the combination of Chesapeake Energy and Southwestern Energy, drilled a massive 5.6-mile lateral in northern West Virginia’s dry-gas Utica—and it was drilled in five days with just one bit run. Expand’s Shannon Fields OHI #3H well, located in Ohio County, WV, has a 29,687-ft lateral. We always get in trouble when we make statements like this (because some drillers don’t disclose details for their wells), but we’re pretty sure this is the longest onshore shale well lateral ever drilled in the U.S. Maybe even in the world!