New England Grid Study Is a Giant Ad for More M-U Gas Pipelines
New England has spent 25 years and untold billions “transitioning” its electric grid—and has almost nothing to show for it, at least by the one measure the greenies claim to care about. A new white paper from the Fiscal Alliance Foundation, released Aug. 20, finds fossil fuels generated 55.4% of the electricity produced inside New England in 2025 — slightly more than the 54.6% share back in 2000. Read that again. A quarter-century of mandates, subsidies, and virtue-signaling, and the fossil share went up. Read More “New England Grid Study Is a Giant Ad for More M-U Gas Pipelines”
OTHER U.S. REGIONS: In NH, Energy Sec. says clean energy costly, backs gas pipeline; NATIONAL: U.S. natural gas futures settle lower; A Supreme Court case may be slowing Trump’s next climate rollback; No, MIT, ‘clean energy’ isn’t the future — nor is it actually clean; The data center backlash has a practical fix; EIA natural gas storage build misses expectations; INTERNATIONAL: Iran tensions push oil near $94; The inhumanity of net zero; Is the IPCC reliable?; EU not concerned about gas supply or storage filling. 
Epsilon Energy (NASDAQ: EPSN) keeps calling its Susquehanna County, PA, acreage a “legacy” asset — and then keeps telling investors it’s sitting on up to 200 billion cubic feet of gas it hasn’t produced yet. At the EnerCom Denver energy investment conference on Tuesday, Epsilon’s VP of Finance put hard numbers on the northeast Pennsylvania position for the first time, disclosed pad-level economics that are rare to see in public, and dropped the news item that matters most to anyone with a lease inside the Auburn dedication: the company is reviewing an expansion of the Auburn Gas Gathering System to handle drilling coming in 2028 and beyond. 
Six days after WhiteHawk Minerals (NYSE: WHK) filed its first quarterly report as a public company, CEO Daniel Herz took the stage at EnerCom Denver and did something CEOs usually avoid: he put a dated natural gas price forecast on the record. He thinks $4 gas is the number that unlocks the next wave of supply, he doesn’t think the Haynesville gets where people expect, and he thinks the back half of this decade is going to be a roller coaster. 
Gov. Josh Shapiro signed Executive Order 2026-05 on Tuesday, imposing what he called “the strictest guardrails in the nation” on AI data centers — and, we’d argue, on the gas-fired power plants that will run them. Two western PA projects lost fast-track permitting status the same day. But the real damage is buried in a 33-page model consent order that got almost no attention. We don’t think it’s unfair or hyperbole to say Shapiro just destroyed the AI data center industry in the Keystone State. 
Norway’s Equinor — the company we all used to call Statoil — announced Monday it is buying a majority interest in the Lackawanna Energy Center (LEC), the big Marcellus-fired power plant in Jessup, PA, just outside Scranton. Equinor is paying $940 million for 87.71% of the Class A shares in the 1,483-megawatt plant, buying them from funds managed by Global Infrastructure Partners (GIP), which is now part of BlackRock. Invenergy, which built LEC and has run it since day one, stays on as operator. MDN has followed this plant since it was nothing but a proposal and a pile of angry town council meetings (see 
A Wall Street rumor landed Tuesday that most of the financial press covered as a Wall Street story. We’re going to cover it as a Susquehanna County story — because buried inside UGI Corporation, the Valley Forge-based utility holding company that private equity giant KKR reportedly wants to buy for $9 billion, sits one of the more important collections of gathering, storage and pipeline assets in the northeast Marcellus. 
Here’s a number every Marcellus and Utica landowner should tape to the refrigerator: $5. That’s where Colorado-based East Daley Analytics thinks Henry Hub natural gas prices are headed by 2031, and the reason is the LNG export buildout on the Gulf Coast, which the firm says will pull roughly 35 billion cubic feet of gas per day out of the U.S. supply pool by 2035. The catch — and it’s a big one — is that nobody has fully answered where all that gas comes from. East Daley published the analysis Aug. 18 in its Daley Note. Most of it is Gulf Coast and Permian Basin material. But bury the lede, and you miss what matters for the M-U audience. 