M-U Ethane Faces a 2028 Problem: Full Export Docks
Last week, we covered Enterprise Products Partners signaling a “rate reset” on ATEX, the ethane pipeline that carries Marcellus/Utica ethane to Mont Belvieu (see Enterprise Signals ‘Rate Reset’ on ATEX M-U Ethane Pipeline). We ended that post with an open question: East Daley Analytics has argued the era of cheap ethane is ending as export terminals and new crackers soak up supply, and if ethane prices rise, the tariff problem partly solves itself. East Daley’s August production webinar takes a swing at that question — and the answer is complicated. The firm expects U.S. ethane exports to roughly double by the end of 2028. It also expects the export docks to run out of room in January 2028. Read More “M-U Ethane Faces a 2028 Problem: Full Export Docks”
Iroquois Gas Transmission System’s Enhancement by Compression (ExC) project has cleared FERC. It has cleared New York. The one thing standing between it and a shovel is a state air permit for two gas-fired compressor units in Brookfield, Connecticut. The Hartford Courant checked in on that fight yesterday — and buried the two most important facts halfway down the story. Quick refresher for anyone joining late: ExC is a $272 million upgrade that adds horsepower at three existing compressor stations — Dover and Athens in New York, Brookfield in Connecticut. No new pipe. Just more compression, squeezing an additional 125 MMcf/d (125 million cubic feet per day) through the existing 414-mile line into New York City and New England. That’s roughly a 10% throughput gain on a line that already exists, feeding two of the most gas-starved, highest-priced energy markets in the country. (The Courant puts the project at $275 million; we’ve used the $272 million figure Iroquois has cited. Small gap, worth pinning down.) 
Ohio pumped roughly 2 trillion cubic feet of natural gas out of the ground last year, most of it from the Utica Shale. And yet 43 families in Washington County are being told to find another way to heat their homes by October 29 — because the wells that feed their gas line are running out of gas. The Marietta Times and the Parkersburg News & Sentinel both reported last week that Knox Energy has notified 43 customers in the Belpre area that their natural gas service ends October 29. The reason isn’t a billing dispute or a rate case. It’s geology. 
The government of New Brunswick, Canada, granted conditional approval last Friday for a 500-megawatt natural gas power plant that provincial officials say is needed to keep the lights on and prevent rolling blackouts within two years. The Canadian Press story that broke the news never asked the obvious question — the one a half-dozen readers asked in the comments section instead. Where does the gas come from? Answer: Appalachia. Or Qatar. Anywhere, really, except New Brunswick, which has outlawed fracking since 2014. 
OTHER U.S. REGIONS: Transco, Florida natural gas basis strengthens as pipelines near capacity; The New York data center moratorium is a mistake; NC DEQ approves air permits for giant Amazon data center in Richmond County; Vineland data center accused of operating natural gas generators without permit; NATIONAL: U.S. natural gas futures make small weekly gains; Energy Transfer quietly becoming one of biggest natgas suppliers to AI data centers; INTERNATIONAL: Oil futures end week lower as more oil seen moving; Goldman says Gulf oil exports at 2/3 of pre-war level; Formentera, Daly Waters commission first Beetaloo gas plant; Venezuela weighs OPEC exit; How dare you – Doom Pixie and her political pals; N.B. to review ban on fracking amid U.S. tariffs and economic pressures. 
The Marcellus/Utica region received 19 new drilling permits last week, August 17 – 23, down from the 27 permits issued two weeks ago. For the second week in a row, Pennsylvania issued the fewest new permits, with 2 (after issuing just 4 two weeks ago). What’s up with PA? Ohio issued 4 permits. And West Virginia took the prize last week, issuing 13 new permits. The drillers who received new permits were: Expand Energy (6), Infinity Natural Resources (1), Northeast Natural Energy (1), Pennsylvania General Energy (2), Tiburon Oil & Gas (3), and Vickery Energy (6). 
Nineteen months after TECfusions bought the old Alcoa research campus in Upper Burrell (Westmoreland County), PA, and promised to build 3 gigawatts of gas-fired AI computing capacity, the company announced yesterday that the site is live and delivering GPU capacity to a paying customer. It’s a small first bite of a very large apple—but it’s real, it’s running on gas turbines today, and it sits on top of Marcellus wells the company already owns. 
When we covered DTE Energy’s second quarter results in July, we grumbled that the company was throwing $10 billion at unreliable renewables and only $2.5 billion at a single new gas plant to replace a retiring coal fleet (see 
Back in June, we praised South Strabane Township in Washington County, PA, for doing the hard, unglamorous work of writing data center rules instead of slamming the door shut (see 
South Carolina’s utility regulators voted unanimously yesterday to let a $2.8 billion artificial intelligence data center in Spartanburg County build and run its own 457-megawatt natural gas power plant without asking the state’s permission first. The decision is a big win for the “behind-the-meter” model — where a data center brings its own generation instead of leaning on the grid — and it’s a model that is going to burn a lot of molecules. Possibly some of ours. 
A press release crossed the wire yesterday announcing that Edge LNG — the little company that showed the Marcellus how to truck its stranded gas to market — has been sold. Sapphire Gas Solutions of Conroe, Texas, is the buyer. Blue Water Energy, the private equity firm that backed Edge from the beginning, is the seller. And here’s the part that caught our eye: the announcement calls Edge “a Texas-based LNG company” serving customers in the Southern U.S. The Marcellus, where Edge made its name, doesn’t get a single mention. 
Sixty-two days after a wastewater pipeline let go at Equitrans’ Richter impoundment in Aleppo Township, Greene County, the Pennsylvania Dept. of Environmental Protection (DEP) went back out to look at the site on August 18 — and didn’t like what it found. Contaminated water is still moving, soil is still dirty, and DEP says the cleanup has largely stalled. Quick refresher for those just tuning in. On June 17, 2026, Equitrans Water SVC (PA) LLC — the water-handling arm of EQT — reported a wastewater release from a pipeline tied to its Richter Shale Gas Water Impoundment while the site was being reclaimed. DEP issued a cleanup order on June 30 requiring the company to stop contaminated water from migrating off site and from reaching ground or surface water. 
