CNX Data Shows “No Material Impact” to Air & Water from Drilling
CNX Resources’ Radical Transparency™ program is a first-of-its-kind public-private collaboration announced between CNX and Pennsylvania Governor Josh Shapiro in November 2023 (see CNX Signs Deal with PA Gov. to Increase Setbacks, Other Changes). We’re no fans of Josh Shapiro, a guy who repeatedly attacked the Marcellus industry when he was Attorney General, but sometimes you do a deal with the devil to make a point. We think CNX bested Shapiro with its deal. CNX released its first Radical Transparency™ assessment report in August 2024 (see Independent Monitoring of CNX Ops Shows No Public Health Threat). The initial results of nine months of continuous air emissions monitoring at natural gas well sites and compressor stations in southwestern Pennsylvania indicated that CNX natural gas development poses no public health risk. Yesterday, CNX CEO Nick Deluliis told the Department of Environmental Protection’s Citizens Advisory Council that a year and a half of air and water monitoring shows “no material impact” to air or water quality from its natural gas development operations.Read More “CNX Data Shows “No Material Impact” to Air & Water from Drilling”
There are a lot of nonprofits that do a lot of great work. MDN editor Jim Willis has served on several boards of such groups. We say that to preface two posts today that take aim at nonprofits (otherwise called NGOs or nongovernmental organizations) that are NOT doing great work and, in some cases, are corrupt. Most large public companies will find a few NGOs and hand money to them as part of their “S” in ESG (environment, social, governance) programs. Companies that donate allow NGOs to distribute the money to various agencies, causes, and other nonprofits. The problem is the NGOs often don’t do a good job. Sometimes, the NGOs have sticky fingers and keep some of the money for themselves. CNX Resources, a big publicly traded driller in the Marcellus/Utica, takes a different approach to charity. 
Last week, President Trump issued a directive to the heads of Executive Branch agencies to review all funding said agencies provide to NGOs (nongovernmental organizations). The aim is to pull the plug on funding NGOs engaged in actions that actively undermine the security, prosperity, and safety of the American people. There’s a LOT of corruption in NGOs. Big money from the federal government (taxpayers!) flows in, and the NGOs give it to crazy anti-American, anti-energy programs and agencies. Elon Musk is convinced there’s a LOT of corruption in the form of payments (kickbacks) going to grease the palms of people all along the food chain. Our specific interest is in defunding environmental NGOs—organizations like the National Resources Defense Council, the Sierra Club, Food & Water Watch, and other disgusting organizations that are using (at least in part) OUR money. 
NATIONAL: Activist Elliott ratchets up pressure on Phillips 66 with over $2.5 billion stake; Vantage Data Centers, VoltaGrid tie up to deploy over 1 GW in N America; Pfluger’s pro-fracking bill approved by House, advances to Senate; INTERNATIONAL: GE Vernova closing wind blade factory with 1,000 jobs to go; Europe continues to gain U.S. LNG cargoes. 
We’ve made this observation many times over the years, but here we go again. Ever notice how lefty environmentalists “demand” this and “demand” that? They’re a very demanding bunch, which is why nobody pays them any attention (except us). Here’s the latest example. A group of 30 “organizations” (many of them fronts for one or two people) sent a letter to Ohio Governor Mike DeWine demanding that he block/suspend/pause shale drilling under (not on) Ohio state lands, including parks. The letter uses factual inaccuracies and outright lies to try and scare DeWine into blocking legal drilling under state-owned land. 
According to an investigative reporter for Penn State, between 2018 and 2023, Pennsylvania fined Energy Transfer and its subsidiary Sunoco at least $42 million in connection to the construction of Mariner East II. Some $10 million of that came from a deal with the PA Attorney General’s office (who happened to be Josh Shapiro at the time) for supposed repeat contaminations of waterways, failures to report environmental damage, and the use of unapproved chemicals in drilling fluid (see 
We’ve covered the ongoing spat between Pennsylvania Governor Josh Shapiro and the PJM Interconnection electricity grid that covers all or parts of 13 states plus D.C. Last Friday, we brought you an editorial from the Wall Street Journal that echos the arguments we’ve made that Shapiro himself is to blame for rising electricity prices in PJM (see 
Ohio lawmakers are grappling with how to prepare the state for a surge in new power demand from AI data centers. In January, MDN told you that five Public Utilities Commission of Ohio (PUCO) commissioners will decide some important guidelines about who should pay to build out new electricity sources for data centers—how much current ratepayers should be on the hook for with expanded power generation (see 
Here’s a complicated issue that we will try to break down as simply as possible. The Industrial Energy Consumers of America (IECA) is a trade group representing some of the biggest consumers of energy in the U.S. (i.e., manufacturers). In the past, the IECA has made the strong case that more pipelines are needed, especially along the East Coast, to supply manufacturers with natural gas (see 
In a separate post today, MDN deals with the issue of dispatchable and on-site power plants in Ohio (see OH Legislators, New Bill, Encourage More Gas-Fired Power Plants). We spotted an article about the rise of on-site power generation (mostly natural gas) to power AI. It does a great job of discussing the various models for on-site powergen. For example, the local utility company could build a special power plant that services only a particular data center. An independent power provider could build such a plant for a data center. Some O&G companies are getting into the game of building power plants, like Exxon Mobil and Chevron. Or the data center could build and operate its own power plant, but then, that’s not the business they are in. Each option has advantages and disadvantages. 
For the second week in a row, the Baker Hughes U.S. rig count regained some of the rigs lost in prior weeks. Two weeks ago, the rig count gained six rigs (see 