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  • Best of the Rest

    MDN’s Energy Stories of Interest: Thu, Oct 8, 2026

    October 8, 2026October 8, 2026

    MARCELLUS/UTICA REGION: Democrat candidate for Ohio’s 94th district calls for moratorium on injection wells; OTHER U.S. REGIONS: Duke Energy protects customers from data center costs; Hochul’s energy infrastructure development plan is rhetoric, not a plan; Connecticut is writing its energy playbook for the next four years; NATIONAL: U.S. natural gas futures gain ahead of storage data; Democrats sue to raise your electric bill; Kalshi files proposal for never-expiring oil contract; Mixed outlook for energy expenditures this winter; US will rescind policy targeting oil and gas industry methane leaks; INTERNATIONAL: Oil dips as Middle East flows recover; U.S. and Russia explore Nord Stream restart, sources say. Read More “MDN’s Energy Stories of Interest: Thu, Oct 8, 2026”

  • Commodity Price | Crude Oil | Industrywide Issues | Research

    EIA Oct. STEO: Hot Summer Ate the Storage Cushion; Gas Still Cheap

    October 7, 2026October 7, 2026
    EIA STEO Oct 2026 price predictions

    The U.S. Energy Information Administration (EIA) released its October Short-Term Energy Outlook (STEO) yesterday, along with its annual Winter Fuels Outlook. The headline for most of us: if you heat your home with natural gas, your bill should go down this winter — by 14% here in the Northeast. If you heat with oil, brace yourself for a 21% jump. But tucked inside the tables is a second story worth your attention. A scorching summer burned through a big chunk of the storage cushion EIA was bragging about two months ago, and drillers (Appalachia excepted) are pumping harder than EIA expected. Read More “EIA Oct. STEO: Hot Summer Ate the Storage Cushion; Gas Still Cheap”

  • Allegheny County | Anti-Drilling/Fossil Fuel | Industrywide Issues | Pennsylvania | Regulation

    Antis Cheer as Allegheny Co. Moves to Pull Shale Air Exemptions

    October 7, 2026October 7, 2026

    The Allegheny County Board of Health has fired the first shot in what looks like a slow-motion campaign to squeeze shale drilling out of the county. At its September meeting, the board voted unanimously to have the county health department look into whether Article 21, the county’s air pollution rulebook, should be rewritten to remove permitting exemptions that oil and gas operations now enjoy. Nothing changes yet. But the idea came straight out of the board’s own “Fracking Committee,” chaired by a writer for an anti-fracking group, and the folks at Food & Water Watch are already celebrating. Here’s what happened, what it could mean for drillers and landowners in Allegheny County, and why MDN isn’t buying the “it’s just a review” line. Read More “Antis Cheer as Allegheny Co. Moves to Pull Shale Air Exemptions”

  • Energy Services | HydroEdge Solutions | Industrywide Issues | M&A | Wastewater

    HydroEdge Buys Control of RES Water, Forms Big M-U Frack Water Firm

    October 7, 2026October 7, 2026

    The Marcellus/Utica water business just got a bit more consolidated. HydroEdge Solutions, a Canonsburg (Washington County, PA) company that moves frack water from point A to point B, has acquired a majority interest in Bridgeville (Allegheny County) based RES Water. The combined outfit will have about 350 employees, five water treatment, recycling, and storage facilities in Pennsylvania, roughly 700,000 barrels of storage, and the ability to process up to 116,000 barrels of water per day. If the HydroEdge name rings a bell, it should. Back in June, HydroEdge (operating as Myers Water Transfer) bought one of the three Williamsport-area sites formerly run by troubled Eureka Resources, a story MDN has followed closely since Eureka’s “black goop” spill into the Susquehanna River in August 2025. Read More “HydroEdge Buys Control of RES Water, Forms Big M-U Frack Water Firm”

  • Energy Services | Industrywide Issues | New York | Pipelines | Public Opinion | Statewide NY | Williams

    Democratic Pollster: Most NY Voters Back Constitution Pipeline

    October 7, 2026October 7, 2026

    Here’s one you don’t see every day. A Democratic polling firm, one that boasts of helping elect Democrats all the way up to the White House, says a majority of New York voters want the Constitution Pipeline built. And it isn’t close on natural gas itself: roughly three out of four New Yorkers support using natural gas in the Empire State. Somebody, please forward this to Food & Water Watch, which has been telling anyone who will listen that the “overwhelming majority” of New Yorkers oppose Constitution. Before we pop the champagne, though, there’s some fine print you need to see, including the question of who paid for this poll. Read More “Democratic Pollster: Most NY Voters Back Constitution Pipeline”

  • AI | Electrical Generation | Industrywide Issues | Luzerne County | Pennsylvania

    Fit Energy Plans 15 Data Centers on Luzerne Co. Mine Land

    October 7, 2026October 7, 2026
    Newport Twp, Luzerne County, PA

    On Monday night, hundreds of residents packed a Newport Township, Luzerne County, commissioners’ meeting to oppose a giant AI data center campus planned for old mine land in the Lee section of the township. The Times Leader reports the plan calls for 15 data centers and three natural gas power generation facilities on nearly 1,400 acres. The township issued 15 zoning permits for it back in August. Yet one commissioner told the crowd the board hasn’t even met with the developer. The very next morning, the developer, Fit Energy, finally went public with a glossy press release and website. Talk about timing. Read More “Fit Energy Plans 15 Data Centers on Luzerne Co. Mine Land”

  • Industrywide Issues | Research

    US Gas Production Hits Record in July – But Not Thanks to Appalachia

    October 7, 2026October 7, 2026

    The U.S. Energy Information Administration (EIA) says U.S. natural gas production hit a new all-time high in July 2026: 137 billion cubic feet per day (Bcf/d) of “gross withdrawals.” That’s great news for the country. But when MDN dug into the state-by-state numbers behind the headline, we found the Marcellus/Utica didn’t help set the record. In fact, Appalachian output dropped in July. The record was made in Texas and New Mexico. Read More “US Gas Production Hits Record in July – But Not Thanks to Appalachia”

  • Industrywide Issues | Pipelines | Taxation | West Virginia

    MVP Delivers $27.1M Property Tax Windfall to 11 WV Counties

    October 7, 2026October 7, 2026

    Remember all those years of protesters chaining themselves to equipment, lawsuits by the dozen, and court-ordered work stoppages trying to kill the Mountain Valley Pipeline (MVP)? Here’s what West Virginians got for finally building it: a fat new check. A new report from West Virginia State Treasurer Larry Pack’s office finds that MVP drove a 62% jump in the value of rural utility property in the 11 counties it crosses, generating nearly $27.1 million in new property tax revenue in a single year—about $9.1 million for county commissions and nearly $18 million for local schools. MVP-related utility property accounted for more than 86% of ALL the growth in property tax revenue in those counties. One pipeline. Eighty-six percent. Read More “MVP Delivers $27.1M Property Tax Windfall to 11 WV Counties”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Wed, Oct 7, 2026

    October 7, 2026October 7, 2026

    MARCELLUS/UTICA REGION: U.S. energy secretary tours Buckeye Partners’ terminal, upgraded pipeline in Coraopolis; NATIONAL: U.S. natural gas futures extend gains to three sessions; Jones Act waiver period disproves China fearmongering, shows benefits of reform; LS Power closes $6 billion Fund VI; Democratic Socialists want a Green New Deal … and more; U.S. LNG feedgas demand falls due to maintenance; Power demand is surging faster than grids can keep up; INTERNATIONAL: Oil steady as Middle East exports rise; 100+ oil execs predict future WTI oil prices; Venture Global is in talks to sell US LNG to more Chinese buyers; Equinor says it may stop investing in UK if oil and gas fields do not get go-ahead. Read More “MDN’s Energy Stories of Interest: Wed, Oct 7, 2026”

  • Commodity Price | Industrywide Issues

    M-U Spot Prices Near $1 Push Drillers to Curtail Production

    October 6, 2026October 6, 2026

    The pipeline got fixed. The price didn’t. In midday trading on Monday, Eastern Gas South (the M-U pricing point formerly known as Dominion South) sold for $1.005 per MMBtu, while Henry Hub in Louisiana sat at $2.960. That’s a $1.955 haircut. Gas sold in our backyard fetched about one-third of the national benchmark price. And M-U drillers are doing what smart business people do: leaving gas in the ground until someone offers a fair price for it. Read More “M-U Spot Prices Near $1 Push Drillers to Curtail Production”

  • Anti-Drilling/Fossil Fuel | Energy Companies | Exxon Mobil | Industrywide Issues | Litigation

    Supreme Court Weighs Boulder Climate Suit; Shale’s Future at Stake

    October 6, 2026October 6, 2026

    Yesterday was the first Monday in October, which means the U.S. Supreme Court opened a new term. The very first case the justices heard may be the most important case for the oil and gas industry, including Marcellus/Utica drillers, in a generation. The case is Suncor Energy v. County Commissioners of Boulder County. It asks whether a city or county can haul energy companies into its own state court and make them pay for the costs of climate change. If the answer is yes, Chief Justice John Roberts predicted a copycat lawsuit from “a municipality in every single state.” That’s not a scare tactic. It’s a business plan for trial lawyers. Read More “Supreme Court Weighs Boulder Climate Suit; Shale’s Future at Stake”

  • AI | Crime | Electrical Generation | Industrywide Issues | Regulation

    FERC Slams Brakes on PJM’s ‘Deeply Flawed’ Data Center Power Auction

    October 6, 2026October 6, 2026
    FERC Chairman Laura Swett

    Well, that didn’t go as planned. PJM Interconnection, the outfit that runs the electric grid in all or part of 13 states (including Pennsylvania, Ohio and West Virginia) plus D.C., was all set to open a one-time “emergency” auction on Sept. 30 to buy 6,831 megawatts (MW) of brand-new power supply, mostly to feed data centers. The day before, the Federal Energy Regulatory Commission (FERC) accepted the plan—and then promptly froze it for five months. FERC Chairman Laura Swett called it “deeply flawed.” PJM pulled the auction. Here’s what happened, and what it means for gas-fired power in our backyard. Read More “FERC Slams Brakes on PJM’s ‘Deeply Flawed’ Data Center Power Auction”

  • Energy Companies | Energy Services | EQT Corp | Equitrans/EQT Midstream | Industrywide Issues | Montgomery County | Pipelines | Virginia

    MVP Boost Update: FERC Decision Near, State Permit Frozen

    October 6, 2026October 6, 2026

    Mountain Valley Pipeline’s (MVP) plan to push more natural gas through its existing pipe, a project called MVP Boost, is closing in on a federal decision. FERC staff have already given the project a clean bill of environmental health. But back in Virginia, Boost is stuck in neutral, all because one county can’t seem to make up its mind. The centerpiece of Boost is a brand-new compressor station in Elliston (Montgomery County), Virginia. It’s called the Swann Compressor Station, named after Pittsburgh Steelers Hall of Famer Lynn Swann (MVP’s operator is based in Pittsburgh). Right now, Swann is having trouble getting off the line of scrimmage. Read More “MVP Boost Update: FERC Decision Near, State Permit Frozen”

  • AI | Electrical Generation | Industrywide Issues | Pennsylvania

    Alpha Compute Walks Back Oil Claims, Adds a Marcellus Test Well

    October 6, 2026October 6, 2026

    On Sept. 22, Alpha Compute Corp. (Nasdaq: ALP) said it was buying an old Pennsylvania oil field (county not named) for $5.5 million and planned to put a second 200 MW data center on it (see Alpha Compute’s 2nd PA Data Center Site Comes with 75 Oil Wells). On Tuesday (Sept. 29), the company issued an “update” on the deal. Then it issued the same update again, 86 minutes later. The big news: the property comes with a drilled but not-yet-completed Marcellus “test well,” which the company now says can power that 200 MW data center. The company also now concedes that its 10,000-barrels-per-acre figure is oil in place, not oil anyone can actually get out. What’s still missing: the county, the seller, a closing, and a DEP bond. And some of the new math doesn’t add up. Read More “Alpha Compute Walks Back Oil Claims, Adds a Marcellus Test Well”

  • AI | Electrical Generation | Industrywide Issues | Lackawanna County | Pennsylvania

    Next NEPA Data Center Land Rush? PPL JV Eyes 29% of Fell Twp.

    October 6, 2026October 6, 2026
    Fell Twp, Lackawanna County, PA

    Over the past seven months, MDN has told you about landowners in Salem Township (Luzerne County) getting rich by selling their land for AI data centers, at prices reaching $250,000 to $300,000 per acre. Now the land rush appears to be spreading about 50 miles northeast, to the “Upvalley” area of Lackawanna County, above Scranton. Invitium Energy, a joint venture (JV) between utility owner PPL Corp. and Blackstone Infrastructure, is under agreement to buy about 2,800 acres in Fell Township. That is nearly 29% of the entire township! All told, Invitium has deals to buy close to 7,200 acres across five northern Lackawanna County municipalities. The plan? Build big natural gas-fired power plants, possibly with data centers sitting right next door. Read More “Next NEPA Data Center Land Rush? PPL JV Eyes 29% of Fell Twp.”

  • CNG/LNG | Exporting | Industrywide Issues

    22 Months, ~500 Cargoes Later, Plaquemines LNG Says It’s “Ready”

    October 6, 2026October 6, 2026

    Well, well, well. Venture Global (VG) has asked the Federal Energy Regulatory Commission (FERC) for permission to place Phase 1 of its Plaquemines LNG export plant in Louisiana “in service.” In plain English, VG says the plant is finally ready to start shipping LNG to the customers who signed long-term contracts with it, beginning October 31. Never mind that the plant has already shipped at least 417 full cargoes since December 2024 (and probably closer to 500 by now). VG made a killing selling those cargoes on the spot market at sky-high prices. Its contract customers, the folks whose signatures got the plant financed, have been waiting. We’ve called this practice disgusting before, and we haven’t changed our minds. Read More “22 Months, ~500 Cargoes Later, Plaquemines LNG Says It’s “Ready””

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