MDN’s Energy Stories of Interest: Wed, Feb 25, 2026
OTHER U.S. REGIONS: Cheniere celebrates 10 years of LNG exports; $50 million natgas facility planned for Lowndes County to fuel manufacturing; NATIONAL: U.S. natural gas futures settle lower; Shale giant says threat of oil glut is receding; Rooftop solar fraud – the damage continues (part 1); Solar industry searches for a message (it is not economics); Natgas is preferred by data centers & manufacturers, more capacity & pipes are needed; US LNG feedgas demand surges as Golden Pass ramps up; INTERNATIONAL: Oil extends losses on Mideast risks; Saudi Arabia’s new U.S. LNG deal marks a stunning geopolitical reversal; U.S. LNG exports have changed global energy markets; US LNG export surge and soft China demand meet record European imports. Read More “MDN’s Energy Stories of Interest: Wed, Feb 25, 2026”
Enbridge has announced a non-binding open season inviting existing and potential shippers to bid on firm natural gas transportation services. The offer includes up to 300,000 GJ/day (~285 MMcf/d) of capacity for its M12, M12-X, or M17 services. Available paths connect the strategic Dawn Hub to Parkway, Kirkwall, and Dornoch, facilitating efficient gas movement across Ontario to major North American markets. Shippers of Marcellus and Utica molecules will be interested in this open season. 
Enbridge Inc. is a major North American energy infrastructure (primarily pipeline) company based in Calgary, Canada, specializing in the transportation, distribution, and generation of energy. It operates the world’s longest crude oil/liquids pipeline system, transporting 25% of North America’s crude oil, alongside significant natural gas, renewable power, and natural gas utility operations. Enbridge’s fourth quarter 2025 update highlights significant developments impacting the Marcellus/Utica region, primarily driven by surging demand for natural gas to support data centers and power generation, as well as continued infrastructure modernization. 
In December, Antero Resources announced a deal to sell its Ohio Utica assets to a partnership of Northern Oil & Gas (NOG) and Infinity Natural Resources (INR) for $1.2 billion in cash (see 
This seems kind of….odd. We’ve been tracking and reporting on what will be the country’s (and possibly the world’s) largest gas-fired power plant, coming to Portsmouth (Scioto County), Ohio. Last week, President Trump unveiled the first projects under a $550 billion trade deal with Japan, including a $36 billion investment in U.S. energy and minerals (see 
The environmental left in Rhode Island is all hot and bothered over a plan to replace or add a total of 12.3 miles of pipeline for the Algonquin natural gas pipeline network. Enbridge Inc. is proposing a $300 million expansion of the Algonquin natural gas pipeline (the Algonquin Reliable Affordable Resilient Enhancement project), scheduled for 2029, that involves replacing and extending small segments across Rhode Island and Massachusetts. Radical antis in Rhode Island argue the expansion contradicts Rhode Island’s “Act on Climate” goals and promotes reliance on fossil fuels. They have, in our humble opinion, gone clinically insane over the continued use of fossil energy—including clean-burning natural gas. It’s bizarre. 
The United States is developing its first large-scale commercial Enhanced Geothermal System (EGS) in Utah, set for 2026. Unlike conventional geothermal energy, restricted to rare natural reservoirs, EGS uses fracking and horizontal drilling to create man-made hydrothermal wells anywhere. That’s right. Fracking provides reliable, “carbon-free,” weather-independent power anywhere via EGS. And nutty environmentalists are eating it up! If you sprinkle EGS dust over a conversation, magically gone are all of the claims that fracking contaminates the water table. That nasty chemicals are used to frack. That fracking is loud. That it uses too many trucks. That is uses way too much water. That fracking carves up forests and habitats. That it is literally destroying the earth. All of those arguments (lies) are magically gone with EGS dust sprinkled on them, revealing the hypocrisy of the environmental left. 
On Friday, Baker Hughes reported that the U.S. rig count remained unchanged at 551 active rigs. That’s three weeks in a row at the same number (pretty much unheard of). Two weeks ago, the Pennsylvania Marcellus added another rig, bringing the total to 20 active rigs, the most it has operated in well over a year. PA kept its new/higher total last week. Both Ohio and West Virginia remained at 13 and 7, respectively. The combined M-U count was 40 rigs last week, the most operated rigs in well over a year, now for a second week in a row. The M-U’s primary competitor (for attention and money), the Haynesville, added 2 rigs two weeks ago and kept them last week, operating 52 rigs (12 more than the M-U). 
DT Midstream is an owner, operator, and developer of natural gas interstate and intrastate pipelines, storage and gathering systems, compression, treatment, and surface facilities, including major assets that are in (or flow molecules from) the Marcellus/Utica. Last week, the company issued its fourth quarter and full-year 2025 update. The update showed the Marcellus and Utica (Northeast) regions remain a core growth engine for the company, particularly as a supply source for the Upper Midwest and LNG demand corridors. Driven by a spike in natural gas demand, DTM has expanded its five-year organic project backlog by 50%, bringing the total to $3.4 billion. 
The Texas Eastern Transmission Pipeline (TETCO), operated by Enbridge, is a major 8,580-mile interstate natural gas system connecting Gulf Coast/Texas supplies to the Northeast US. Originally designed for northbound flow, it now heavily supports bidirectional, southbound, and regional supply, including Marcellus/Utica gas. A short 5.3-mile section of TETCO (actually four separate pipelines that make up TETCO) running through Greene County, PA, needs a fix to protect it from coal mining activities set to begin directly underneath the pipeline in that area. 
Last Tuesday, President Trump unveiled the first projects under a $550 billion trade deal with Japan, including a $36 billion investment in U.S. energy and minerals (see 
In January 2026, New England experienced record-high natural gas prices triggered by an intense cold snap. On January 27, wholesale electricity costs reached $441.8/MWh, a significant jump from the previous January’s average of $135.08/MWh. The problem is not enough natural gas pipelines. But that’s not what the dunderheads who run the blue states of New England believe. They think natgas is the problem and that more unreliable renewables are the solution. You can’t fix stupid, but you can vote it out of office. 
A recent article by David Blackmon (writing for Forbes) argues that critics unfairly blame rising U.S. liquefied natural gas (LNG) exports for high domestic energy costs. While narratives suggest exports drain supply and spike prices, Blackmon highlights data showing that inflation-adjusted natural gas prices have trended lower or remained stable as the LNG industry has grown. He attributes regional price hikes not to exports but to infrastructure roadblocks (a lack of pipelines) in specific states. Furthermore, he contends that gas price volatility is a long-standing market characteristic unrelated to LNG. 
It’s not often MDN gets to report on something happening in our own (relative) back yard. This is a treat! Construction has begun on an eight-megawatt natural gas fuel cell system at the Huron Campus in Endicott, NY, to support future redevelopment. Developed by Bloom Energy and managed by Phoenix Investors, the facility will supplement existing power from the local utility substation to meet the energy needs of upcoming tenants. The project is located on a site recently cleared of former IBM buildings and is expected to be operational by April or May. This infrastructure investment aligns with ongoing efforts to attract new business to the campus, ensuring reliable utility capacity for the modernized industrial space. Natural gas to the rescue!