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Marcellus Drilling News
  • AI | Electrical Generation | Industrywide Issues | Pennsylvania | Regulation | Research | Statewide PA

    Gas Fuels 59% of PA Power as PUC Forecasts Data Center Surge

    September 4, 2026September 4, 2026

    Pennsylvania’s utility regulators just told the General Assembly what Marcellus drillers have been saying for two years: the electricity business is about to get very busy, and natural gas is going to be the one doing the heavy lifting. On Tuesday, September 1, the Pennsylvania Public Utility Commission (PUC) released its annual Electric Power Outlook for Pennsylvania, this one covering 2025 through 2030. The report is required by state law — the PUC has to collect demand forecasts from the state’s 11 electric distribution companies (EDCs, the utilities that run the poles and wires to your house) and hand a summary to the Legislature and the Governor every September. Usually it’s a snoozer. Not this year. Read More “Gas Fuels 59% of PA Power as PUC Forecasts Data Center Surge”

  • Industrywide Issues | Lease & Royalty Payments | Litigation | Pennsylvania | Regulation | Statewide PA

    Both Sides of PA’s New Title Washing Law, Act 27 — Who’s Right?

    September 4, 2026September 7, 2026
    click for larger version

    In July, we wrote about the Pennsylvania Supreme Court’s decision in the Proctor “title washing” case and got an earful from landowners who told us the story was more complicated than it looked (see Revisiting the 2025 PA Supreme Court Decision on “Title Washing”). They were right. Since then, the General Assembly has passed Act 27 of 2026, which effectively reverses that decision, and the fight has moved from the courtroom to the Capitol and back to the courtroom again. There is real money on the table — an estimated $1 billion in natural gas — and, more to the point for our readers, there are Pennsylvania landowners on both sides of this. Below we lay out how title washing works, what the Court actually decided, what Act 27 actually says, and the strongest arguments each side is making. We’re not picking a winner in this one. We’re going to explain it. Read More “Both Sides of PA’s New Title Washing Law, Act 27 — Who’s Right?”

  • Commodity Price | Industrywide Issues

    Record Bets on Winter Gas: A Plain-English Guide for Landowners

    September 4, 2026September 4, 2026
    Henry Hub Natural Gas (NG) Futures Reach New All-Time Open Interest Record (click for larger version)

    A funny thing happened in the natural gas market on September 1. With gas trading below $3 per MMBtu, with U.S. storage on pace for an all-time record, and with the heating season still three months away, traders piled into Henry Hub natural gas futures in numbers never seen before. CME Group announced Tuesday that open interest in its Henry Hub contract hit 1,807,497 contracts — an all-time high. Records are usually set in November, right before winter. This one got set at the tail end of summer. Below, we unpack what that number actually means, and why it matters to a landowner in Greene County, PA, who has never traded a futures contract in his life. Read More “Record Bets on Winter Gas: A Plain-English Guide for Landowners”

  • AI | Industrywide Issues | Public Opinion

    Bot Farms & Chinese Cash Fueling Data Center Backlash

    September 4, 2026September 4, 2026

    X (formerly called Twitter) says it caught 200,000 fake Chinese accounts running “influence operations” in the U.S. last week — and roughly 200 of them were aimed squarely at turning Americans against AI data centers. It’s the latest domino in a string of reports and congressional letters this year alleging that a chunk of the anti-data-center movement isn’t as grassroots as it looks. If you’ve been reading MDN’s coverage of Pennsylvania’s data-center fights — the Quinnipiac poll showing 74% local opposition, the South Strabane Township ordinance delays, the general drumbeat of “not in my backyard” — last week’s disclosure adds a wrinkle worth understanding. Read More “Bot Farms & Chinese Cash Fueling Data Center Backlash”

  • Electrical Generation | Industrywide Issues

    Net Power Pays $40M Premium to Jump the Gas Turbine Line

    September 4, 2026September 4, 2026

    Two weeks ago, we told you Net Power had pivoted to building plain old gas plants and would worry about the carbon dioxide later (see Net Power Pivot 2.0 – Build the Gas Plant First, Capture CO2 Later). We also said the next 12 months would be simple to score. The first entry is already on the board — and it’s bigger than the press release lets on. Net Power just paid $40 million, as a straight premium, to take over somebody else’s contract to build a 123-megawatt (MW) gas plant in Texas. They paid $40 million not for the equipment, but for the paperwork. Read More “Net Power Pays $40M Premium to Jump the Gas Turbine Line”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Fri, Sep 4, 2026

    September 4, 2026September 4, 2026

    MARCELLUS/UTICA REGION: Reality check for PA’s failed green energy mandates; Don’t squander Pennsylvania’s AI future; OTHER U.S. REGIONS: How Chevron’s project Kilby aims to rewire the Permian for the AI power era; Williams completes acquisition of Momentum Midstream; NATIONAL: U.S. natural gas futures meet resistance at $3; Prediction market Kalshi to file for US crude oil ‘perps’, source says; Why net-zero policies risk human catastrophe and carbon dioxide doesn’t; Guaranteeing affordable, reliable energy would help tackle our $40 trillion debt; Measuring meaningless climate actions; U.S. LNG exports rose 23% in the first half of 2026 because of higher capacity; INTERNATIONAL: Iran strikes keep oil near $91; Winter is approaching and Europe is running low on natural gas; China’s Order No. 837 adds project-delay risk to U.S. power supply chains; Qatar and UAE turn to rare LNG ship transfers as Hormuz crisis drags on; Climate Majority Project says scientists “freaking out”; Learn to stop worrying and love data centers. Read More “MDN’s Energy Stories of Interest: Fri, Sep 4, 2026”

  • Energy Companies | Energy Services | EQT Corp | Equitrans/EQT Midstream | Greene County (PA) | Industrywide Issues | Monroe County | Ohio | Pennsylvania | Pipelines

    EQT Quietly Launches Open Season for New 1 Bcf/d PA-OH Pipeline

    September 3, 2026September 3, 2026

    EQT is planning another pipeline — and this one is big. Through a brand-new subsidiary called Appalachian Transmission Gateway LLC (ATG), the Marcellus/Utica’s largest driller has opened bidding on the “POWER Pipeline,” a 42-inch, 50-mile line that would carry a full 1 billion cubic feet per day (Bcf/d) of gas from Greene County, Pennsylvania, west to the Clarington hub in Monroe County, Ohio. The open season quietly began Aug. 26 and runs through Oct. 26. We found no press release announcing it — the notice simply went up, and the trade press caught it a week later. Read More “EQT Quietly Launches Open Season for New 1 Bcf/d PA-OH Pipeline”

  • Accidents | Energy Companies | Industrywide Issues | Lycoming County | Pennsylvania | Range Resources Corp

    Blown Gasket, Rolled Truck: Range’s Bad Day in Lycoming County

    September 3, 2026September 3, 2026

    Range Resources had a genuinely rotten 16 hours at its Laurel Hill B well pad in Cogan House Township, Lycoming County, last week. First, a gasket blew on a water filter pod and sent recycled frack water down the pad’s fill slope. Then, while the state inspector was standing there writing that one up, a water truck hauling more of the same stuff drove off the access road and rolled over. MDN obtained both DEP inspection reports, and they tell a more complete story than the headlines indicate. Read More “Blown Gasket, Rolled Truck: Range’s Bad Day in Lycoming County”

  • Commodity Price | Industrywide Issues | Pennsylvania | Research | Statewide PA

    PA NatGas 2Q26: Production Slips, Drilling Down 15%, Price Down 11%

    September 3, 2026September 3, 2026

    Yesterday, the Pennsylvania Independent Fiscal Office (IFO) released its quarterly Natural Gas Production Report covering April through June 2026 (full copy below). Three numbers, all pointing in the same direction: PA drillers spudded (started drilling) 89 new horizontal wells in 2Q26, down 16 wells (-15.2%) from the 105 spudded in 2Q25. Production volume was 1,925 billion cubic feet (Bcf), down 32 Bcf (-1.6%) from 1,957 Bcf in 2Q25 — the lowest quarterly volume since 4Q24. And the average Pennsylvania spot hub price was $2.11 per MMBtu, down 27 cents (-11.3%) from last year’s $2.38. Read More “PA NatGas 2Q26: Production Slips, Drilling Down 15%, Price Down 11%”

  • Electrical Generation | Energy Services | Fayette County | Industrywide Issues | NextEra Energy | Pennsylvania

    Who Owns NextEra’s Fayette, PA 3.75-GW Gas Plant? Not NextEra

    September 3, 2026September 3, 2026

    Fayette County, Pennsylvania, spent six months quietly chasing NextEra Energy’s giant gas plant, and now that it’s landed, county officials are publicly sharing their support. Two follow-up stories — one from the Pittsburgh Business Times, one from Salena Zito at the Washington Examiner — fill in a lot of what we didn’t have yesterday about the East Riverside Energy Center. Including who is actually going to own the thing. Hint: it isn’t NextEra. Read More “Who Owns NextEra’s Fayette, PA 3.75-GW Gas Plant? Not NextEra”

  • AI | Anti-Drilling/Fossil Fuel | Electrical Generation | Industrywide Issues | Litigation | Pennsylvania | Westmoreland County

    Protect PT Tries to Undo Approval for SWPA Gas-Fired Data Center

    September 3, 2026September 3, 2026

    Anti-drilling group Protect PT has opened a new front against the biggest gas-fired AI project in Westmoreland County, Pennsylvania. On Aug. 25, Protect PT and two Upper Burrell residents — Allen Uhler and Guy Fuller — filed a land use appeal in Westmoreland County Court challenging the township supervisors’ approval of TECfusions’ work at the former Alcoa/Arconic research campus. Notably, the appeal doesn’t attack the gas turbines or the Marcellus wells feeding them. It attacks a piece of paper. Or rather, the absence of one. Read More “Protect PT Tries to Undo Approval for SWPA Gas-Fired Data Center”

  • AI | Economic Impact | Industrywide Issues | Statewide WV | Taxation | West Virginia

    WV Treasury: 2 Data Centers Would Yield $103M/Year in Taxes

    September 3, 2026September 3, 2026

    West Virginia State Treasurer Larry Pack released a report Tuesday that finally puts real numbers on a question a lot of Mountain State residents have been shouting past each other about: when a giant data center lands in your county, who actually gets the tax money? The answer, according to Treasury Strategic Analyst Mark Muchow, is that two projects alone — the Penzance Management campus in Berkeley County and Google’s project in Putnam County — would generate more than $103 million a year in property taxes, and roughly 62% of it stays home with county commissions and county school boards. Read More “WV Treasury: 2 Data Centers Would Yield $103M/Year in Taxes”

  • Anti-Drilling/Fossil Fuel | Hydraulic Fracturing | Industrywide Issues | Pennsylvania | Pike County | Wayne County

    Antis Rally to Defend DRBC Frack Ban – They’re Getting Nervous

    September 3, 2026September 3, 2026

    Eight anti-fossil fuel groups gathered on the banks of the Delaware River on September 2 to hold a press conference defending the Delaware River Basin Commission’s ban on fracking. Here’s the part that made us laugh: they already won in July. Republican leadership never even offered the amendment that would have stripped the DRBC of its power to ban drilling. So why hold a rally to defend something that isn’t under attack? Because they’re nervous — and when you read what they’re claiming, you can see why. Read More “Antis Rally to Defend DRBC Frack Ban – They’re Getting Nervous”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Thu, Sep 3, 2026

    September 3, 2026September 3, 2026

    MARCELLUS/UTICA REGION: Utility execs and cybersecurity experts warn Pa. lawmakers of growing threats; OTHER U.S. REGIONS: PG&E, Google launch VPP to help lower costs for all customers; Venture Global closes $3B 364-day revolving credit facility; Diversified announces accretive acquisition of Birch; NATIONAL: U.S. natural gas futures rise ahead of storage data; Trump pressures USA oil refiners to ease pump prices; AI could unlock $230B for oil, gas, OFSE cos, McKinsey says; INTERNATIONAL: Oil holds above $90 as fighting flares; Shell completes acquisition of ARC Resources. Read More “MDN’s Energy Stories of Interest: Thu, Sep 3, 2026”

  • Accidents | Energy Companies | Indiana County | Industrywide Issues | INR/Infinity Natural Resources | Pennsylvania | Regulation | Wastewater

    DEP: 336,000 Gallons of Frack Water Spilled at INR Indiana Co. Pad

    September 2, 2026September 2, 2026

    We finally have a number. Two weeks after a casing failure sent frack water gushing across the Infinity Natural Resources (NYSE: INR) Cooper well pad in Young Township, Indiana County, PA, the Department of Environmental Protection (DEP) has put an estimate on it: 336,000 gallons of frack flowback water released during the incident. An “undetermined amount” of that reached Whiskey Run, the small stream below the pad. Here’s what that number actually means — and what it still doesn’t tell us. Read More “DEP: 336,000 Gallons of Frack Water Spilled at INR Indiana Co. Pad”

  • Electrical Generation | Energy Services | Fayette County | Industrywide Issues | NextEra Energy | Pennsylvania

    NextEra Picks Fayette County, PA for $13B, 3.75-GW Gas Plant

    September 2, 2026September 2, 2026
    Fayette County, PA

    For six months we’ve been asking one question about NextEra Energy’s giant southwestern Pennsylvania gas plant: where? We finally have an answer — Luzerne Township, Fayette County, on 700 acres of former coal ground along the Monongahela River. And with the answer come some numbers that don’t quite match what Washington told us back in March. The Pittsburgh Business Times (PBT) reported yesterday (Sept. 1) that NextEra Energy Resources briefed Fayette County and local officials on what the company is calling the East Riverside Energy Center. The site sits near East Riverside Road and Palmer Adah Road, and NextEra has already bought one piece of the property with agreements in hand for the rest. Longtime readers will recall that back in March we speculated the plant would land in Fayette, Greene, or Washington county (see Speculation on SWPA Location of NextEra’s 4.3-GW Gas-Powered Site). Fayette it is. Read More “NextEra Picks Fayette County, PA for $13B, 3.75-GW Gas Plant”

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