MDN’s Energy Stories of Interest: Wed, Apr 15, 2026
OTHER U.S. REGIONS: Duke Energy invests $600,000 to train North Carolina’s future energy workforce; NATIONAL: U.S. natural gas futures extend losing streak; The Iran war created a global natgas shortage — windfall for U.S. companies; Expand Energy announces planned 2026 board leadership transition; U.S. feedgas holds strong and Commonwealth LNG nears FID; INTERNATIONAL: Crude tumbles on ceasefire progress; Strait of Hormuz now fully closed; Tensions in the Strait of Hormuz force us to reconsider material benefits of fossil fuels; 5 things to know about the blockade on Iran; Fossil fuels shine light of hope in Africa; Australia’s ‘renewable’ obsession decimates industry; How to make drilling for oil woke again; Sanctioned Russian LNG finds buyers in Asia at deep discounts. Read More “MDN’s Energy Stories of Interest: Wed, Apr 15, 2026”
As we reported last week, anti-fossil fuel fanatics haven’t given up on trying to block construction of the Williams Northeast Supply Enhancement (NESE) pipeline, a $1 billion+ project designed to increase Transco pipeline capacity and flows of Marcellus gas heading into New York City and other northeastern markets (see 
We spotted an interesting article that posits Williams’ strategy is to expand its mighty Transco natural gas pipeline system by increasing the capacity of existing infrastructure rather than building new pipelines. The Transcontinental Gas Pipe Line (Transco) is the largest-volume, highest-capacity interstate natural gas transmission system in the U.S. It spans roughly 10,000 miles (with 60+ compressor stations) from the Gulf Coast (Texas/Louisiana) to New York City. The Williams strategy of expanding Transco rather than building new pipes minimizes disruption to communities and the environment while meeting growing demand from residential, commercial, industrial, and power generation sectors. 
Infinity Natural Resources (INR), a pureplay driller focused on Appalachian shale—the Utica in eastern Ohio and the Marcellus (and Utica) in southwestern Pennsylvania—has appointed Scott McNeill to its Board of Directors. McNeill brings over two decades of experience in energy investment banking, capital markets, and operating leadership, having served as a CEO, CFO, and board member for both public and private energy companies. His background includes roles at Raymond James, RSP Permian, Switchback, and Black Mountain Sand. Infinity’s President and CEO, Zack Arnold, stated that McNeill’s expertise will be valuable as the company executes its strategy in the Appalachian Basin, focusing on the Utica and Marcellus Shales. 
Natural Allies for a Clean Energy Future
U.S. Secretary of the Interior Doug Burgum visited Lackawanna College yesterday to observe how students are trained for energy-focused careers in natural gas, petroleum, and robotics. He emphasized that these students will contribute to the growth of key industries, creating significant career opportunities. Burgum, joined by Congressmen Rob Bresnahan and Dan Meuser, commended the college’s programs and shale industry-donated equipment, highlighting their role in an American renaissance driven by energy, innovation, and manufacturing. He also discussed how data centers, or “AI manufacturing,” could utilize Pennsylvania’s Marcellus Shale natural gas to generate electricity, bringing economic benefits and lowered utility costs, drawing parallels to his experience in North Dakota. 
Last week was status quo for the rig count. The Marcellus/Utica combined count maintained the same number of 37 active rigs, the third week in a row after Pennsylvania lost two rigs in March (see 
Williams Companies is breaking ground tomorrow on the Northeast Supply Enhancement (NESE) pipeline in Brooklyn — the first new pipeline in New York in over a decade — signaling a broader national natural gas infrastructure boom. Driven by AI data center power demand, LNG export growth, and population expansion, the U.S. is tracking over 150 pipeline projects representing roughly 150 Bcf (billion cubic feet) of daily capacity. 
In March, South Carolina regulators approved Duke Energy’s proposal to build a 1.4-gigawatt (GW) natural gas-fired power plant in Anderson County, marking the utility’s first new generation project in the state in a decade (see 
Despite being the nation’s leading electricity exporter and a top producer of natural gas, nuclear power, and coal, Pennsylvania residents pay significantly more for electricity — 45% more per kilowatt-hour than in 2018. Why? Sleazy politicians blame “greedy” utility companies and AI data centers, even though the rise in electric prices predates the current data center boom. If you dig just a little, you will find the real answer: it’s due to the policies put in place by the same sleazy (Democrat) politicians who blame others. 
PJM Interconnection, the nation’s largest electric grid system serving 65 million people across 13 states and Washington, D.C., is pursuing an emergency plan to secure 15 gigawatts (GW) of new power supply to avert electricity shortages driven by surging data center demand tied to artificial intelligence (AI). The grid operator looks to pair proposed data centers with new generation through bilateral negotiations running from September to March 2027. Let’s make a deal! 
The Marcellus/Utica region received 22 new drilling permits last week, Mar. 30 – Apr. 5, up 3 from the 19 issued two weeks ago. Pennsylvania issued 6 of the permits. Ohio issued 8 new permits. West Virginia also issued 8 new permits last week. The drillers who received new permits last week included Ascent Resources, EOG Resources, EQT, Expand Energy, Jay-Bee Oil & Gas, and Laurel Mountain Energy.