President Trump Visits Shell Cracker Plant Near Pittsburgh

Trump speech at Monaca, PA (credit: Philadelphia Inquirer)

President Trump visited the Shell ethane cracker plant site yesterday in Monaca, PA, along with Secretary of Energy Rick Perry and EPA Administrator Andrew Wheeler. Trump was greeted by a crowd of some 5,000 people, many (most?) of them workers at the site–union members. When was the last time you heard about 5,000 union members attending a rally for a Democrat?! But we digress. Trump toured the facility and delivered a rousing hour-plus speech to those gathered. There is no mistaking the fact that Donald Trump is a big supporter of the oil and gas and petrochemical industries.
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Trump Takes Credit for Shell Cracker Plant – Media Blows a Gasket

Democrats and the media (one and the same) are truly a conflicted, schizophrenic bunch. Both national and local Democrats who pretend to be unbiased journalists (what a joke) couldn’t wait to blast out headlines from yesterday’s visit by President Trump to Monaca, PA that Trump is falsely “taking credit” for the Shell ethane cracker, a plant that began life–at least planning stages–during the reign of their Lord and Savior Barack Hussein Obama. Yet in the next breath they write that this plant Trump is taking credit for will produce eeeeevil plastic that’s dooming all life on Mom Earth to extinction. They want credit for the plant, yet they don’t want the plant. What’s a lib Dem to do?
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Radical Greens Ask 4th Circus to Block MVP re Endangered Species

Hoping that lightning strikes twice with the “judges” at the U.S. Court of Appeals for the Fourth Circuit (4th Circus) who read children’s books like The Lorax and use them in their decisions, deep-pocketed Big Green groups have filed a new lawsuit with the quirky judges asking that they overturn federal approvals issued to Mountain Valley Pipeline (MVP) under the Endangered Species Act (ESA). Big Green hopes the clown judges will overturn approvals for MVP the same way they did for Dominion Energy’s Atlantic Coast Pipeline (ACP) project.
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Ohio RINO AG Rejects Anti-Nuke Referendum

Ohio recently passed an odious new law (House Bill 6) to prop up two bankrupt nuclear power plants and several coal-fired plants (see Ohio Nuke Bailout Law Means Fewer Natgas-Fired Electric Plants). The law raises electric rates for all Ohioans and threatens to end a number of planned natural gas-fired electric plant projects–billions of dollars worth of gas projects.
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M-U Companies Dominate Top 10 NatGas Producers in 2019

Quick: Which company which recently had a board and upper management shakeup and focuses exclusively on Marcellus/Utica drilling is the #1 natural gas producer in the United States? That’s right, EQT. In a list of the top 40 natgas producers in the U.S. (full list below), it’s striking to note that eight of the top 10 are focused exclusively or primarily on the M-U.
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Democrat House Members Try to Block New Fortress LNG by Rail

Two radical left members of the U.S. House of Representatives–Chair of the House Committee on Transportation and Infrastructure Peter DeFazio (D-OR), and Congressman Tom Malinowski (D-NJ)–sent a follow-up letter to the Pipeline and Hazardous Materials Safety Administration (PHMSA) requesting an update on where the special permit for Energy Transport Solutions, LLC to move liquefied natural gas (LNG) by rail stands now that the public comment period has closed. The letter was not *really* about seeking information, but about threatening PHMSA, signaling that the agency had darned well better block LNG by rail. Or else.
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Williams & Cabot Help Bring NatGas to Rural NEPA Community

This is one of those “feel good” stories. Going back to 2012, a number of officials in Wyoming County and the borough of Tunkhannock began to dream about connecting the borough to locally extracted Marcellus Shale gas. Among those who helped turn the dream into reality were Williams (the pipeline company) and Cabot Oil & Gas (shale driller). Thanks to the efforts of all involved, Tunkhannock eventually received state-backed funding to build “phase one” of the project (see PA Approves $2.4M Project to Run NatGas Pipes in Wyoming County). Phase one is now ready to go live.
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Shale Energy Stories of Interest: Wed, Aug 14, 2019

MARCELLUS/UTICA REGION: U.S. natural gas permitting said ‘surprisingly healthy’ in July; Offshore wind mania grips governors; NATIONAL: Continental Resources CEO urges OPEC, shale oil output cuts; Shareholders have no love for shale companies; How I learned to stop worrying and love the trade war; Democrats aggressive on climate change.
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EIA Aug ’19 Drilling Report: M-U Hits New High of 32.6 Bcf/d

Have you noticed the disconnect? While many in the press observe shale companies have lost an alarming amount of value–many over 90% of market capitalization in recent years–yet shale drillers are still in business and producing more oil and gas than ever. Record amounts, in fact. According to the EIA (U.S. Energy Information Administration, our favorite government agency), in the coming month of September, the U.S.’s seven major shale plays will produce a combined 81.6 billion cubic feet per day (Bcf/d) of natural gas, and 8.8 million barrels of oil per day. That’s a brand new record high for each.
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Lansing NatGas Moratorium Preview of What’s Coming for All NYers

In Lansing, NY, just outside of Planet Ithaca in Tompkins County, the local utility (NYSEG) wanted to build a short pipeline in 2017 to supply new customers with natural gas, but was blocked by crazies who irrationally hate fossil fuels (see Lansing NY Officials Fight Back Against Tinfoil Hat Fossil Fuel Haters). The pipeline was never built and since that time businesses and homeowners who wanted to build in the town have gone elsewhere. There’s the unmistakable stench of economic death in the air around Lansing (see Natgas Customer Moratorium Killing Ithaca Suburb of Lansing, NY). The kooks and quacks in town are now promoting electric heat pumps as the solution to the town’s problems.
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Delaware Riverkeeper Scores Minor Victory in LNG Export Case

Score a (very) minor victory for THE Delaware Riverkeeper, Maya van Rossum, in her holy mission to block a new fully authorized and permitted LNG export loading facility due to get built on the New Jersey bank of her beloved Delaware River (she thinks she owns the river and “speaks” for it). Riverkeeper filed a Freedom of Information Act (FOIA) request with the Federal Energy Regulatory Commission (FERC) for information about a facility New Fortress Energy is planning for a former DuPont dynamite factory site in NJ.
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National Grid Goes on Offense, Runs Radio Ad to Approve NESE Pipe

In May, New York Gov. Andrew Cuomo instructed his corrupt Dept. of Environmental Conservation to deny a Clean Water Act “Section 401” water permit for Williams’ Northeast Supply Enhancement (NESE) pipeline project (see NY Gov. Cuomo Denies Permit for Williams NESE Pipeline to NYC). NESE would bring critically needed new supplies of Marcellus gas to NYC and Long Island. National Grid, the local utility that supplies natgas to all of Long Island and part of NYC, last week went on the offensive with a new radio ad to pressure Cuomo to change his mind.
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MPLX M-U Processing, Fractionation Plants Coming Online Soon

MPLX, formerly known as MarkWest Energy, recently released their second quarter 2019 update. There seems to be a new emphasis for MPLX on the Texas Permian play, which is detectable in the update. However, much of the company’s revenue continues to come from our region. A slide embedded deep in the Appendix of the latest slide deck tells an interesting story for us: Of the ten processing and fractionation plants MPLX is currently building or planning to build, six of them are in the Marcellus/Utica region. We have the list below.
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The Millionaires and Billionaires Driving Environmental Politics

Contrary to the media (and Big Green) narrative that environmentalists are some poor, lowly disadvantaged groups of righteous freedom fighters just trying to survive against gargantuan Big Oil companies to protect the planet, the opposite is true. Green groups are some of the most rich non-profit organizations in the U.S. (indeed, on the planet). They are controlled/funded by super-rich leftists whose goal is to twist the U.S. into a socialist state. We ran across an article, and a document, listing just how rich groups like the odious Sierra Club, NRDC, EDF and others really are. The numbers are staggering. Their revenue numbers are bigger than some oil companies!
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Are Shale Drillers Headed for Oblivion?

Are oil (and gas) drillers on a precipice, about ready to go over the edge into oblivion? Become extinct? According to the article below, yes they are. The author is not necessarily rooting for that outcome, but simply recognizing that with market capitalizations in the toilet (down 90% or more), and the price of oil remaining low, many companies will not be in business in the next few years. That’s his thesis. Is he right?
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Shale Energy Stories of Interest: Tue, Aug 13, 2019

MARCELLUS/UTICA REGION: Gulfport Energy appoints Quentin R. Hicks Executive VP & CFO; OTHER U.S. REGIONS: Natural gas merely a ‘byproduct’ for producers in US shale oil plays…Northern CFO; Ordinance aims to phase out natural gas appliances in San Luis Obispo; NATIONAL: EIA uses the heat content of fossil fuels to compare and aggregate energy sources; China continues to rob U.S. blind; Is the left beginning to abandon renewable energy?; INTERNATIONAL: Australia is on track to become world’s largest LNG exporter; The Nord Stream 2 pipeline and the dangers of moving too rashly toward renewable energy.
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