PA Superior Court Reaffirms Dunham Rule Separating O&G from Minerals
In most states, when a deed or lease agreement is signed for mineral rights, it includes natural gas and oil on the theory that the gas and oil come from a mineral—shale rock. But that has not been the case in PA. Going back to a case in 1882, PA has had “the Dunham rule,” which separates natural gas rights from the broader concept of mineral rights (for background on the Dunham rule, see the MDN article PA Supreme Court Hears Arguments in Critical O&G Case). In 2013, the PA Supreme Court upheld the Dunham rule in a key decision (see Big News: PA Supreme Court Decides Shale Mineral Rights Case). Last November, the PA Superior Court reaffirmed and upheld the Dunham rule again in a different case. Read More “PA Superior Court Reaffirms Dunham Rule Separating O&G from Minerals”
Louisville Gas and Electric Company (LG&E) announced a contract to supply electricity to its first hyperscale data center customer yesterday. A joint venture between PowerHouse Data Centers and Poe Companies is developing a cutting-edge 400-megawatt (MW) data center campus in Louisville. The first 130 MW will be available in October 2026. While no mention was made in the announcement, we’re pretty sure Marcellus/Utica molecules will power this new data center via the electricity generated by LG&E and Kentucky Utilities (KU). 
Here’s a story that illustrates how the radicalized left continues to destroy jobs and the economy with its kneejerk reaction against *any* fossil fuel pipeline, no matter how large or small. Some five years ago, Dominion Energy announced the River Neck to Kingsburg project, a short 15 miles of 16” natural gas transmission main line that would run in an existing right-of-way with another pipeline along Old River Road near Pamplico in Florence County, SC. It was supposed to be built and flowing in 2022. Dominion still hasn’t built a square inch, thanks to the lawfare launched by the anti-fossil fuelers of the Blue Ridge Environmental Defense League. 
Yesterday, U.S. Senator Ed “Lackey” Markey (Dem from Mass.), a member of the Environment and Public Works Committee, and Senator Jeff “Malarkey” Merkley (Dem from Ore.) reintroduced the Banning In Government Oil Industry Lobbyists (BIG OIL) from the Cabinet Act, which would prohibit the appointment of executive officers and lobbyists of fossil fuel entities or trade associations as the heads or political appointees of certain government departments that work on issues related to American energy policy for a 10-year period. Curiously, the bill does not include the same ban on radicalized leftists from Big Green in the 10-year ban. Can anyone say HYPOCRITES? 
OTHER U.S. REGIONS: Virginia needs to protect the natural gas choice in law; NATIONAL: Extreme cold from NY to Texas threatens to topple records; Jeff Bezos’ space ambitions take flight as new rocket blasts off; INTERNATIONAL: Trump team readies oil sanctions plan for Russia deal, Iran squeeze; WTI corrects after five-month highs. 
Hart Energy is reporting some startling statements from Bernstein Research in a new report. One insight (statement) offered by Bernstein is that U.S. natural gas will average $5/Mcf in 2025 and 2026, and that’s “conservative, in our view.” Bernstein predicts “a coming U.S. gas super-cycle.” The Bernstein team expects U.S. gas demand will grow from some 120 Bcf/d today to 150 Bcf/d by 2030 as new AI data centers and LNG export trains come online. 
The Texas Eastern Transmission Pipeline Company (aka TETCO) recently filed a request with the Federal Energy Regulatory Commission (FERC) to make a change in its plans related to upgrades at the pipeline’s Entriken Compressor Station located in Todd Township, Huntingdon County, Pennsylvania. Several years ago, TETCO (owned by Enbridge) filed to build the Appalachia to Market II Project (A2MII) and the Entriken HP Replacement Project (see 
Going back perhaps more than a decade, we have told you about the shortcomings of the Pennsylvania Department of Environmental Protection (DEP) regarding the timely review and issuance of permits used during the drilling process. A Chapter 102 Erosion and Sedimentation Permit or Chapter 105 Water Obstruction and Encroachment General Permit could take two, three, or even six months for approval — instead of the policy-mandated 14 days. Current Gov. Josh Shapiro made it a goal to “fix” the permit issue when he assumed office two years ago. In November, the DEP announced it had eliminated its permit backlog (see 
Enverus, a prominent analytics and advisory firm in the oil and gas space, released its Top 50 Public E&P Operators of 2024 list last week. Enverus is famously guarded in not allowing the media to publish their data, so we don’t have the full list of 50. However, Enverus shared the top three most prolific (by production) shale drillers for last year. Two of the top three are oil drillers in the Permian Basin (Exxon at #1, Occidental Petroleum at #3). However, at the #2 spot, nestled between those two, is Expand Energy, the new name for the combined Chesapeake Energy and Southwestern Energy. Yes, a natural gas company (gas converted to barrels of oil equivalent) is the #2 most prolific producer in the entire country, beating out Oxy! Most of the gas Expand produces is produced in the Marcellus/Utica. 
A judge has dismissed New York City’s lawsuit seeking to hold Exxon Mobil, BP, and Shell liable for misleading the public about their products and claims that their commitment to renewable energy and fighting climate change are false. The case was so weak not even a Democrat judge appointed by Kathy Hochul could stomach it. In her ruling, Justice Anar Rathod Patel told the city it could not have it both ways. The city claimed its residents knew about mythical climate change and how it is caused by burning nasty fossil fuels. Yet the city’s lawsuit claims Big Oil has tricked people into using fossil energy with false and misleading advertising. Patel wrote, “The city cannot have it both ways.” Touché! 
Two days ago, the U.S. Energy Information Administration (EIA) released its latest monthly Short-Term Energy Outlook (STEO), which we reported on yesterday (see 
The federal Environmental Protection Agency (EPA) announced yesterday that it had issued an oil and gas wastewater injection well permit to Seneca Resources to continue operating well #38268 in Highland Township, Elk County. The EPA permit allows Seneca to inject up to 75,000 barrels monthly (3.125 million gallons). This well is one of two injection wells Seneca operates at that location. It was a long road for Seneca to get these two wells online, and a welcomed development that the EPA is extending the well’s operating permit. 
LNG exports have become an important (even critical) part of the natural gas sector in the U.S. Feedgas flowing to LNG facilities is closely watched by many people, including traders and industry analysts. As we pointed out yesterday, lower feedgas flows to a single LNG facility can lower the NYMEX natural gas futures price (see