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Marcellus Drilling News
  • AI | Clearfield County | Industrywide Issues | Pennsylvania | Regulation

    New Gas-Fired Data Center Coming in Clearfield County, PA

    February 3, 2026February 3, 2026
    Clearfield County, PA

    We’ve just learned about a new AI data center coming to Clearfield County, PA. Pennsylvania’s Department of Environmental Protection (DEP) has granted Iron City Wells LLC a permit allowing the construction and installation of 15 “behind-the-meter” natural gas-fired electric generators to power an AI data center in Karthaus Township. We don’t know much about this project. Here’s what we could find… Read More “New Gas-Fired Data Center Coming in Clearfield County, PA”

  • Energy Services | Industrywide Issues | New York | Pennsylvania | Pipelines | Williams

    Williams: Winter Storm Fern Underscores Need for Constitution Pipe

    February 3, 2026February 3, 2026

    Pipeline giant Williams is going on a PR offensive to pressure New York State to approve the 125-mile (99 miles in NY) Constitution Pipeline from the prolific gas fields of Susquehanna County, PA, into and through New York State, to Schoharie County, where it would connect with two other interstate pipeline systems to flow molecules to New York City and New England. On its blog site, Williams recently published a post titled “Winter storms underscore why infrastructure is needed,” with the subtitle “Severe cold underscores need for Constitution Pipeline.” Read More “Williams: Winter Storm Fern Underscores Need for Constitution Pipe”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Tue, Feb 3, 2026

    February 3, 2026February 3, 2026

    MARCELLUS/UTICA REGION: Pa.’s energy bills out of control; Congressman highlights new era for federal energy policy & Pa. natural gas; OTHER U.S. REGIONS: New Jersey’s new governor declares state of emergency on energy; NATIONAL: These rural Americans are trying to hold back the tide of AI; NCEA sounds the alarm on oil underinvestment fueled by peak oil myths; Climate ‘overshoot’? Let’s go!; Chevron CEO outlines off-grid natgas strategy for AI data center power; Senate carbon tax crowd wants new energy taxes; INTERNATIONAL: Oil closes sharply lower as Iran risk fades; Analysts explain energy ‘bloodbath’; OPEC+ 8 reaffirm decision to pause output hikes; Greek joint venture will supply US LNG to Ukraine in March. Read More “MDN’s Energy Stories of Interest: Tue, Feb 3, 2026”

  • Baker Hughes | Energy Services | Ohio | Pennsylvania | West Virginia

    M-U Rig Count Stays @ 39 But PA & OH Swap 1 Rig; Nat’l Count @ 546

    February 2, 2026February 2, 2026

    The Marcellus/Utica rig count gained 1 rig eight weeks ago in the Ohio Utica, bringing the regional total to 39 rigs. The combined number of 39 remained the same last week, however, there was an important change. The Pennsylvania Marcellus picked up one rig last week, while the Ohio Utica lost a rig. PA is now operating 19 rigs, OH is operating 13 rigs, and WV maintains its 7 rigs, which it has operated since May of last year. There were 25 rigs targeting the Marcellus and 14 targeting the Utica last week. The national count gained 2 rigs last week, bringing the national total to 546 active rigs. Read More “M-U Rig Count Stays @ 39 But PA & OH Swap 1 Rig; Nat’l Count @ 546”

  • CNX Resources | Energy Companies

    CNX Returned to Drilling & Fracking in 4Q25; Avg Prod. 1.65 Bcfe/d

    February 2, 2026May 5, 2026

    Last week, CNX Resources issued its fourth quarter 2025 update. In 3Q25, the company did not drill, frack, or complete any new wells (see CNX Did Not Drill, Frack, or Complete Any Wells in 3Q25). The good news is that CNX returned to drilling and fracking in 4Q. The company drilled 12 new wells, fracked 10 wells, and turned-in-line (TIL) 6 wells. Production was 152.3 Bcfe (billion cubic feet equivalent) in 4Q25 — which works out to 1.65 Bcfe/d — up from 141.9 Bcfe last year (a 7% increase). The reason for the increase was that CNX closed on the purchase of Apex Energy during the first quarter of 2025, and Apex’s production numbers were fully added to CNX’s numbers beginning in 2Q25. Read More “CNX Returned to Drilling & Fracking in 4Q25; Avg Prod. 1.65 Bcfe/d”

  • Energy Services | Nine Energy Services

    Nine Energy Services Files Pre-Packaged Chapter 11 Bankruptcy

    February 2, 2026February 2, 2026
    Nine Energy’s stock performance last 5 years (click for larger version)

    Nine Energy Service, an oilfield services (OFS) company that competes with companies like Halliburton and Baker Hughes, operates in a number of shale basins, including major operations in the Marcellus/Utica. Nine was formed in 2014 by the combination of four existing oilfield services companies—Northern States Completions, Tripoint LLC, CDK Perforating, and Integrated Production Services Canada. All four were portfolio companies of SCF Partners, a private equity firm investing in the oil and gas industry. The company has just filed a voluntary pre-packaged Chapter 11 bankruptcy case in the U.S. Bankruptcy Court for the Southern District of Texas. Read More “Nine Energy Services Files Pre-Packaged Chapter 11 Bankruptcy”

  • AI | Electrical Generation | Industrywide Issues

    South Jersey AI Gas-Fired Data Center Claims Near-Zero Emissions

    February 2, 2026February 2, 2026

    The CEO of French company DataOne recently held a town hall in Vineland, New Jersey, regarding a 2.4 million-square-foot AI data center currently under construction. Residents expressed frustration over being consulted only after the project was nearly finished, citing concerns about noise, transparency, and environmental impact. The CEO defended the facility, claiming its “breakthrough” technology ensures near-zero emissions for its gas-fired power and zero water consumption while protecting local utility rates. Despite promises of private funding and a community vertical farm, skepticism persists. Read More “South Jersey AI Gas-Fired Data Center Claims Near-Zero Emissions”

  • Energy Services | Industrywide Issues | Kinder Morgan | Pipelines | Regulation | Tennessee Gas Pipeline

    FERC Issues Draft EIS for 2 Kinder Southeast Pipe Projects

    February 2, 2026February 2, 2026

    Last September, MDN told you that two major Kinder Morgan pipeline projects that will flow Marcellus/Utica molecules in the southeastern U.S. took a big step forward at the Federal Energy Regulatory Commission (FERC) with FERC actively working on an environmental impact statement (EIS) for both projects (see FERC Begins Enviro Reviews for 2 Key Southeast Pipeline Projects). The two projects are Tennessee Gas Pipeline’s Mississippi Crossing (MSX) Project and Southern Natural Gas/Elba Express’ South System Expansion 4 (SSE4) Project. The 2.1-Bcf/d MSX and 1.3-Bcf/d SSE4 projects will move more Marcellus/Utica gas into Mississippi, Alabama, Georgia, and South Carolina. The two projects were added to a federal fast-tracking program in November (see 2 Kinder Southeast Pipe Projects Get Fed Fast-Track Permitting). Now comes word that FERC has issued a draft EIS for the project. Read More “FERC Issues Draft EIS for 2 Kinder Southeast Pipe Projects”

  • Dominion Energy | Energy Services | Industrywide Issues | Litigation | Pipelines | South Carolina

    SC Supreme Court Clears the Way for 15-Mile Pamplico NatGas Pipe

    February 2, 2026February 2, 2026

    About six years ago, Dominion Energy announced the River Neck to Kingsburg project, a short 15-mile 16-inch natural gas transmission main line that would run in an existing right-of-way alongside another pipeline along Old River Road near Pamplico in Florence County, SC. It was supposed to be built and flowing in 2022. Dominion still hasn’t built a square inch, thanks to the lawfare launched by the anti-fossil fuelers of the Blue Ridge Environmental Defense League (see Antis Block 15-Mile Pipe Causing Gas Moratorium in Myrtle Beach). Read More “SC Supreme Court Clears the Way for 15-Mile Pamplico NatGas Pipe”

  • CNG/LNG | Exporting | Industrywide Issues

    Texas LNG Secures Bank Group for $5.7B Debt Financing, FID Soon

    February 2, 2026February 2, 2026

    Glenfarne’s Texas LNG facility in Brownsville, Texas, will have a capacity of 4 MTPA. EQT Corporation, the largest natural gas producer in the Marcellus/Utica, signed two agreements with Glenfarne to liquefy 2.0 million tons per annum (MTPA) of EQT-extracted shale gas at the facility when it’s built (see EQT Signs Contract to Ship 264 MMcf/d to LNG Export Plant in Texas). That works out to be roughly 264 million cubic feet per day (MMcf/d) of EQT’s M-U molecules hitching a ride to South Texas. Good news: Glenfarne has raised $5.7 billion in debt financing to build it. The company actually had people raise their hands, representing $10 billion on offer. Read More “Texas LNG Secures Bank Group for $5.7B Debt Financing, FID Soon”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Mon, Feb 2, 2026

    February 2, 2026February 2, 2026

    OTHER U.S. REGIONS: New transmission line connecting Hydro-Quebec to ISO-NE begins; Stalling the New York Climate Act – pause evaluation; Newark, NJ officials look to stop fossil fuels; Freeport LNG in Texas to take in more gas after Thursday shutdown; NATIONAL: U.S. natural gas futures rise on weather-driven demand; State attorneys general demand end to climate bias aimed at federal judges; Democratic governors ignore energy realities; Left using ignorance and deceit on natural cold to push climate narrative; INTERNATIONAL: Oil closes lower but posts strong monthly gain; The Blob wants to track your car, limit your travel, get more of your money; Poor nations won’t follow Europe and the UN into energy suicide; Europe gas set for biggest monthly gain since 2023 amid cold snaps. Read More “MDN’s Energy Stories of Interest: Mon, Feb 2, 2026”

  • Ascent Resources | Energy Companies | EOG Resources | Expand Energy | Harrison County | Jefferson County (OH) | Lycoming County | Ohio | Pennsylvania | Pennsylvania General Energy | Susquehanna County | Weekly Permits | West Virginia

    10 New Shale Well Permits Issued for PA-OH-WV Jan 19 – 25

    January 30, 2026January 30, 2026

    The Marcellus/Utica region received a combined 10 new drilling permits last week, Jan. 19 – 25, down significantly from the 27 issued two weeks ago. Pennsylvania issued 6 new permits, Ohio issued 4, and West Virginia issued none. The drillers receiving new permits last week included: Ascent Resources, EOG Resources, Expand Energy, and Pennsylvania General Energy. Read More “10 New Shale Well Permits Issued for PA-OH-WV Jan 19 – 25”

  • Coterra Energy (Cabot O&G) | Devon Energy | Energy Companies | Industrywide Issues | M&A

    Coterra/Devon $60B Merger Likely to be Announced Next Week

    January 30, 2026January 30, 2026

    All the major media outlets (Reuters, Bloomberg, Financial Times) are reporting that a merger announcement between Coterra Energy and Devon Energy is very close, likely to happen next week, according to sources “familiar with the discussions.” MDN reported on the rumors of a potential merger earlier this month (see Rumor Mill Lights Up: Coterra Considers Merger with Devon Energy). The unnamed sources say the merger will be billed as a merger of equals. Which is rubbish. You’ll know which company is doing the buying when it’s announced which CEO and board will run the merged entity. Read More “Coterra/Devon $60B Merger Likely to be Announced Next Week”

  • Electrical Generation | Industrywide Issues | Mason County | West Virginia

    Huge New Data Center Coming to Mason County, WV with 2 GW Gas Power

    January 30, 2026January 30, 2026
    Monarch Compute Campus rendering in Mason County, WV (courtesy Fidelis, click for larger version)

    Here’s a new gas-fired power plant coming to West Virginia that we previously did not know about. And it’s a monster! Fidelis New Energy and 8090 Industries have launched American Intelligence & Power Corporation (AIP Corp.) to develop the Monarch Compute Campus in Mason County, West Virginia. This 2,380-acre microgrid project provides behind-the-meter power for AI and hyperscale data centers, bypassing standard grid delays. AIP Corp. recently ordered 2 gigawatts of Caterpillar natural gas generators and battery storage, with deliveries starting in late 2026. This facility will eventually scale to 10 gigawatts! The campus uses local gas pipelines and water from the Ohio River for cooling. Read More “Huge New Data Center Coming to Mason County, WV with 2 GW Gas Power”

  • Commodity Price | Industrywide Issues

    New NYMEX NatGas Front-Month Contract (March) Closes “Up” at $3.92

    January 30, 2026January 30, 2026

    Yesterday, the NYMEX natural gas March futures contract became the “front month” contract after the previous February contract expired. As we reported, the February contract went into the stratosphere, closing at $7.46/MMBtu based on something called a short squeeze (see Short Squeeze: NYMEX NatGas Up Another 50.6 Cents to $7.46/MMBtu). The March contract closed at $3.918/MMBtu yesterday, which is $3.54 lower than the previous day. So, how can we say the March contract closed up from the previous day? Read More “New NYMEX NatGas Front-Month Contract (March) Closes “Up” at $3.92″

  • Empire Pipeline | Energy Companies | Energy Services | NFG Midstream | Pennsylvania | Seneca Resources | Tioga County (PA)

    NFG 1Q26: Seneca Production Up 12%, Pipe Expansions Coming This Yr

    January 30, 2026January 30, 2026

    National Fuel Gas Company (NFG) is an integrated natural gas company with a regulated utility business, a shale drilling business (Seneca Resources), and a pipeline business (NFG Midstream, Empire Pipeline). The company issued its fiscal first quarter update yesterday, which is everyone else’s calendar fourth quarter update. The company reported that Seneca produced 109 Bcf of natural gas, an increase of 11 Bcf, or 12%, from the prior year, due to new Utica pads that came online in Tioga County. Read More “NFG 1Q26: Seneca Production Up 12%, Pipe Expansions Coming This Yr”

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