MDN’s Energy Stories of Interest: Tue, Mar 24, 2026
OTHER U.S. REGIONS: Why Massachusetts voters are done with Gov. Healey’s sky-high energy bills; Gov. Hochul wants to delay climate change rules before the election; NATIONAL: U.S. natural gas falls on Trump’s post about U.S.-Iran talks; TotalEnergies signs agreements to end its U.S. offshore wind projects; How demand is redefining the gas turbine market; Democrats’ energy betrayal – subsidizing Beijing while we strike Iran; AI is turning Big Tech into the new power players; INTERNATIONAL: Oil futures crash on Trump negotiations hint. Read More “MDN’s Energy Stories of Interest: Tue, Mar 24, 2026”
Three weeks ago, the Marcellus/Utica saw a realignment in rig counts, at least in Ohio and West Virginia. Pennsylvania kept the 20 rigs it has had since early February. Ohio lost two rigs, going from 13 to 11, the fewest active rigs in the Buckeye State since last September. And West Virginia picked up one rig, from 7 to 8 rigs, for the first time since last May. Overall, the M-U region had a net loss of 1 rig three weeks ago, bringing the total to 39 active rigs. The same numbers for the M-U held last week—no changes. There are 27 Marcellus-focused rigs and 12 Utica-focused rigs. 
Last April, Knighthead Capital Management, Homer City Redevelopment (HCR), and Kiewit Power Constructors Co. announced a plan to convert the former Homer City Generating Station, previously the largest coal-fired power plant in Pennsylvania (Indiana County, 50 miles east of Pittsburgh) into a more than 3,200-acre natural gas-powered data center campus, designed to meet the growing demand for artificial intelligence (AI) and high-performance computing (see 
One of the great ironies of the Marcellus Shale is that THE TOP two natgas-producing counties in the state, Susquehanna (#1) and Bradford (#2), both of which are rural, don’t, for the most part, offer the gas extracted from under their residents to their residents for everyday use. It costs a lot of money to run local distribution pipelines to homes and businesses for natural gas. Leatherstocking Gas Company is on a mission to change that. Leatherstocking provides natural gas utility service in Susquehanna and Bradford to some 500+ customers. More customers will soon be added to Leatherstocking’s service in Wyalusing (Bradford County) following a recent PIPE grant. 
Connecticut’s Department of Energy and Environmental Protection (DEEP) has determined that Eversource Energy’s plan to install a natural gas pipeline through Hurd State Park and the Connecticut Valley Railroad State Park Trail requires a formal Environmental Impact Evaluation, unnecessarily delaying a tiny portion (1.1 miles) of a critically-important reliability project (34.5 miles long). This 16-inch pipeline, a segment of the Southeast Resiliency Project, is designed to provide energy redundancy and security for the region. 
The province of Québec, Canada, with a huge supply of Utica Shale gas sitting beneath it, passed a new law in 2022 outlawing all oil and natural gas production throughout the province, called Bill 21 (see 
The Marcellus/Utica region received a combined 17 new drilling permits last week, Mar. 9 – 15, down 4 from the 21 permits issued two weeks ago. Pennsylvania issued 11 of the permits. Ohio issued 5. And, West Virginia issued 1 new permit last week. The drillers receiving new permits last week included: Arsenal Resources, BKV, CNX Resources, EOG Resources, Gulfport Energy, and Range Resources. 
Yesterday, the Trump administration announced “South Mon,” a $17 billion natural gas-fueled facility in southwestern Pennsylvania intended to expand domestic energy production. Part of a $550 billion trade deal with Japan, the hub will be operated by NextEra Energy Resources and generate 4.3 gigawatts (GW) of power. By tapping into the Marcellus and Utica shale regions and connecting to the PJM regional transmission network, the project aims to meet rising demand, lower energy costs, and create local jobs. South Mon is one of three major energy hubs planned nationwide to enhance power affordability and infrastructure across the Mid-Atlantic market. 
Eastern Shore developer TeraWulf has reached a deal to acquire the retired Morgantown Generating Station in Charles County (on the Potomac River), proposing to transform the site into a massive natural gas-powered data center campus. The plan aims to generate one gigawatt (GW) of power and 500 megawatts of battery storage, bypassing the aging regional grid. While TeraWulf claims support from Governor Wes Moore’s administration, the project faces intense scrutiny from environmental groups and local residents concerned about fossil fuel emissions and transparency. Critics also question the financial stability of the cryptocurrency-focused firm, though company leadership maintains they have the expertise to remediate the site. 
This is one of those “man bites dog” stories. When was the last time you heard about Democrat state legislators from one of the bluest of blue states voting to roll back funding for “green” programs in order to save money? Yeah, like NEVER. At least, until now. Funny how even Dems will throw their precious green philosophies out the window if their job (getting reelected) is on the line. That’s what is happening in Maryland. 
No one should be surprised that far-left Democrat Josh Shapiro, currently the Governor of Pennsylvania (but with a major passion to become President), joined his fellow radicals from other blue states in launching a lawsuit against the Trump administration for moving to eliminate the extremist “endangerment finding” concocted by Lord Obama and the Obamadroids of the EPA. Trump’s move to overturn the finding will save Americans roughly $3,800 each. Yet Shapiro and his fellow cabal members want to keep Americans poor and subservient (to them). 
Here we go again: another rebranding of ESG and another attempt to brand natural gas as low-emissions, clean, and green. Pipeline giant Williams has launched what it calls its NextGen Gas program to offer “verified lower-emissions natural gas from wellhead to market.” NextGen Gas measures methane and carbon dioxide equivalent (CO2e) emissions intensity from wellhead to market, increasing transparency into how natural gas is produced and delivered along a specific gas pathway. 
We lead with this story about a government regulatory action because of just how important we see this development. For *years* we have railed against the 106-year-old Jones Act and its requirement that any goods (like LNG) that are transported from one U.S. port to another be on a ship manufactured in the U.S., owned by a U.S. company, and crewed by a U.S. crew. The effect of this law in the modern age is to ban LNG (and other shipments, like gasoline, propane, coal, and other products manufactured in the U.S.) from being shipped cheaply from port to port. The U.S. foolishly allowed its ship manufacturing to slip away years ago to South Korea and other countries. We no longer make cargo carriers for LNG and other energy products. We haven’t made them in decades. Yesterday, President Trump signed a 60-day waiver of the Jones Act, allowing certain goods (such as LNG, fertilizer, and coal) to be transported from U.S. port to U.S. port on foreign-owned, foreign-flagged and crewed ships.