Wake Up! The Left is Peddling Delusional Data Center Panic
MDN first tipped you back in July 2025 that the Democrat anti-fracking movement in Pennsylvania (and beyond) was rapidly becoming anti-data center (see PA Antis Hate Fossil Fuels, Shale Drilling, and Now…Data Centers). The trend blossomed, with national and international groups joining the chorus against data centers. Unfortunately, even some Republicans are now falling for the lie in places like Pennsylvania (see Some PA Republican Legislators Lose Their Way on Data Center Issue). There is zero doubt that the anti-fracking crowd is now anti-data center, and it’s threatening our national security. It’s time for the U.S. to wake up and pull our collective heads out of our collective rear ends. Read More “Wake Up! The Left is Peddling Delusional Data Center Panic”
In April 2025, MDN told you about a new greenfield expansion of Kinder Morgan’s (KM) Elba Express pipeline into South Carolina to serve growing demand for natural gas in the state (see 
The oil and gas industry not only benefits from the AI (data center) sector by supplying natural gas to power plants, it also benefits by *using* AI in its operations. Like just about every other business on the planet, O&G companies are now using (embedding) AI into their business. Here’s a startling statistic: In 2025, O&G companies worldwide spent a cumulative estimated $25 billion on AI, according to Rystad Energy. By 2035, that number will be an estimated $50 billion per year. Amazing! Are you looking for a hot hot hot job? Look at AI in O&G. 
MARCELLUS/UTICA REGION: McCormick’s $92B summit returns with a new direction; NATIONAL: U.S. natural gas futures post solid gains; Why recent grads should seek careers in natural gas; CFACT questions JP Morgan Chase over ESG; In the wake of the Iran war the U.S. must produce more energy, not less; Why do we keep wasting money on ‘renewable’ technologies that will soon be outdated?; INTERNATIONAL: Crude closed mixed on Iran truce talks; Iran, US tentatively agree to renew truce for 60 days; US greenlights LNG exports to Morocco under FTA. 
Pennsylvania Governor Josh Shapiro introduced new “Responsible Infrastructure Development (GRID) Standards” for data center developers yesterday. These standards aim to tie tax breaks to sustainability and transparency, addressing concerns about energy affordability, pollution, noise, and overall quality of life. Under Shapiro’s GRID plan, data center developers seeking tax exemptions would need to demonstrate that they meet requirements to protect energy affordability, promote transparency and community engagement, support workforce development, and safeguard the environment. Projects would also be required to incorporate so-called clean energy sources and adhere to strict efficiency and environmental protection measures. 
Sen. Jarrett Coleman (R-Bucks/Lehigh) and Rep. Jamie Walsh (R-Luzerne) have introduced legislation in Pennsylvania to address the rapid expansion of data centers. Their proposed bills aim to repeal a 2021 tax exemption that incentivizes data centers to locate in the state. The bills would also empower municipalities to implement an 18-month moratorium on data center development applications. With all due respect, these two Republicans have lost their way and are out of their minds. 
The Warren, OH, City Council introduced legislation to impose a permanent ban on new data centers, citing concerns about water supply, wastewater infrastructure, utility costs, and the city’s residential character. Sponsored by Democrats, the proposed ordinance argues that data centers place unsustainable demands on city systems, particularly following a costly wastewater plant upgrade. One Council Democrat drew parallels between data centers and past fracking “disappointments” in the region, emphasizing water as the community’s most critical resource. 
Founded in 2001, ArcLight Capital Partners is a leading infrastructure investor focused on critical electrification assets. The firm has owned, controlled, or operated more than 70 GW of assets and 48,000 miles of electric and gas transmission and storage infrastructure, representing over $90 billion in enterprise value. ArcLight invests across power, hydro, solar, wind, battery storage, electric and natural gas transmission, storage infrastructure, and digital power. ArcLight is an investor/owner of a number of key assets in the Marcellus Utica, including gas-fired power plants and pipelines (
The Appalachian Basin, spanning Pennsylvania, West Virginia, and Ohio, has become America’s premier natural gas province, producing over 35 billion cubic feet daily (Bcf/d) in 2024. Driven by hydraulic fracturing in the Marcellus and Utica shales, private mineral rights, and low breakeven costs below $2 per MMBtu, the basin has reshaped *global* energy markets. How? Infrastructure constraints (lack of pipelines) and Mid-Atlantic political opposition prevent local LNG export terminal development. Even so, Marcellus/Utica gas underwrites domestic power markets, fuels digital infrastructure, and indirectly propelled the United States to become the world’s leading LNG superpower by displacing Gulf Coast gas for export liquefaction. 
We spotted a press release by the Intercontinental Exchange (ICE) announcing record “open interest” across its global energy markets in May 2026, reaching 130.5 million contracts. It’s all highly technical financial jargon. We decided to research it to figure out (a) what it is saying, and (b) how/why it’s important for the Marcellus/Utica. We’re glad we did. The press release from ICE—one of the largest financial exchanges in the world—announces that the global energy market is currently seeing a historic amount of financial activity. In short, more energy companies, investors, and utilities than ever before are using financial contracts to lock in future natural gas and electricity prices. 
Calfrac Well Services Ltd.
Earlier this month, MDN told you that WhiteHawk Energy (undergoing a rename to WhiteHawk Minerals), a natural gas mineral and royalty interest owner in the Marcellus and Haynesville plays, with over 3.4 million gross acres under lease for drilling, was teeing up for an initial public offering (see 
The Virginia Supreme Court issued a ruling last Thursday with far-reaching consequences not only for the plaintiffs who won the case (EQT and Diversified Energy) but also for other conventional and, if it ever develops, shale drillers in the state. EQT and Diversified sued Wise County, VA, alleging that Wise County’s method of valuing their assets in the county overvalued them, resulting in a much higher tax bill. The Supremes agreed and sent the case back to a lower court to rework the valuations. 
The highly functional and responsible Susquehanna River Basin Commission (SRBC), unlike its dysfunctional and irresponsible counterpart, the Delaware River Basin Commission (DRBC), continues to support the shale energy industry by approving water withdrawals and consumptive use requests for responsible, safe shale drilling. The SRBC published a notice in the May 23rd Pennsylvania Bulletin that the SRBC approved and/or renewed 33 general water use permits in April for individual shale gas well drilling pads in Bradford, Cameron, Lycoming, Sullivan, Susquehanna, Tioga, and Wyoming counties.