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NFG’s Line N Balloons to 294,000 Dth/d; Seneca Buys Up Tioga Acreage
National Fuel Gas Company (NFG) — the Williamsville, NY company that drills (Seneca Resources), pipes (NFG Supply Corporation, Empire), and sells gas at the meter (NFG Distribution Corp) — issued its fiscal third quarter update Wednesday evening and talked it over with analysts Thursday morning. NFG’s fiscal year ends September 30, so their “third quarter” is everyone else’s second quarter (April–June). There’s a lot in here for Marcellus/Utica watchers, but two items stand out: Supply Corporation more than tripled the size of its Line N System Upgrade Project, and Seneca is about to start writing big checks to landowners in Tioga County. Read More “NFG’s Line N Balloons to 294,000 Dth/d; Seneca Buys Up Tioga Acreage”
Detroit-based DT Midstream (DTM) reported second quarter 2026 results this week, and while the headline numbers were fine but unremarkable, the Appalachian news buried in the deck is worth your attention. DTM booked net income of $112 million ($1.09 per diluted share) and adjusted EBITDA of $305 million, declared a $0.88 per share dividend, and reaffirmed full-year 2026 adjusted EBITDA guidance of $1.155–$1.225 billion. Fine. Now here’s the part that matters if you own minerals in Belmont County or run a rig crew in Susquehanna County: DTM just signed up a new 380 MMcf/d interconnect on the NEXUS Gas Transmission pipeline that will feed a gas-fired power plant serving a new data center in Ohio — and it’s expanding its Appalachia Gathering System by 100 MMcf/d to shove more supply into NEXUS and Texas Eastern. 
I&S Inc. of New York, an Allegany-based well servicing company owned by Dan Sessler, is planning a $9 million expansion that will create at least 80 new jobs. The company, which has serviced oil, gas, and solution mining wells since 1988, is purchasing the old Allegany Drive-In property along Route 417 — just up the road from its current headquarters. Plans call for a new 5,000-square-foot office, a 14,400-square-foot commercial shop, and a 9,600-square-foot cold storage warehouse to store pipe for its oil, gas, and solution mining operations. The company secured a 10-year PILOT agreement from the Cattaraugus County IDA. Construction costs are estimated at $7.3 million. 
For the past two years we’ve heard the same complaint on repeat: those greedy data centers are jacking up your electric bill. State legislators have introduced data center construction bans. Towns have passed moratoriums. A Gallup poll found roughly 70% of Americans don’t want a data center anywhere near them. The White House even got seven big tech companies to sign a “Ratepayer Protection Pledge” this past March. Turns out the whole premise may be backward. A new working paper from researchers at the Electric Power Research Institute (EPRI) — Asa Watten, John Bistline, and Geoffrey Blanford — looked at the actual data from 2015 through 2024 and found data centers caused average residential electricity rates to fall. Not rise. Fall. 
MARCELLUS/UTICA REGION: Shell’s Beaver County plastics plant delivers record performance in second quarter; GE Vernova to invest nearly $166M in Pittsburgh-area operations, add hundreds of jobs; Homer City Generation hosts IUP leadership for Energy Campus tour; OTHER U.S. REGIONS: Rio Grande LNG ahead of schedule; NATIONAL: U.S. natural gas gains with support from storage data; White House planned to nominate top EPA adviser as air office replacement; INTERNATIONAL: Oil drops amid mixed supply signals. 
Expand Energy, the largest natural gas producer in the country, reported its second-quarter 2026 numbers on Tuesday and held its analyst call Wednesday morning. Headline items: net production of 7.48 Bcfe/d (billion cubic feet equivalent per day), net income of $522 million, and a reaffirmed full-year guide of 7.4–7.6 Bcfe/d on $2.75–$2.95 billion of capital spending. But the news that matters most to MDN readers isn’t in the headline — it’s buried in the slide deck. Expand quietly paid roughly $5,000 an acre for 3,000 acres in core Bradford County, Pennsylvania, and turned in the best drilling quarter in the history of its Southwest Appalachia business. Meanwhile, interim CEO Mike Wichterich says the search for a permanent boss is in “the back third” and will land inside the promised nine months. Let’s break it down. 
Yesterday we told you about Project Oak Leaf, Eastern Gas Transmission and Storage’s (EGTS) 52.5-mile expansion that will carry Leidy gas down to Maryland and Virginia (see 
We periodically go pipeline-notice hunting to see what’s throttling Marcellus/Utica molecules on any given day (see 
Back in May, we told you about a new 28-mile intrastate natural gas pipeline Enbridge Gas North Carolina (EGNC) wants to build in Chatham and Lee counties, running from Siler City southeast to Moncure (see 
Two days ago, we brought you word of a big new gas-fired power plant headed for Dominion Energy’s Mt. Storm complex in Grant County, WV (see 
There’s a brand-new pipeline project on the board for our region, and it’s a good one. Eastern Gas Transmission and Storage (EGTS) — a BHE GT&S company, which means it ultimately belongs to Warren Buffett’s Berkshire Hathaway Energy — is proposing Project Oak Leaf, a 52.5-mile expansion of its PL-1 system that will move an extra 250,000 dekatherms per day (Dth/d) of natural gas from Clinton County, Pennsylvania down to customers in Maryland and Virginia. (A dekatherm is a heat measurement roughly equal to one thousand cubic feet of gas, so call it about 250 MMcf/d — 250 million cubic feet per day.) EGTS plans to file its application with the Federal Energy Regulatory Commission (FERC) in the fourth quarter of this year, with construction starting in early 2028 and gas flowing by the end of 2029. The Frederick (MD) News-Post picked up the story yesterday. Four public open houses are already on the calendar, the first one next week. 
DTE Energy reported second quarter 2026 results yesterday, and before we dig in, one piece of housekeeping. DTE used to be an M-U player in a big way — it owned gathering systems in the Marcellus and Utica plus half of the NEXUS pipeline. That business walked out the door on July 1, 2021, when DTE spun it off as DT Midstream (see 
Back in May we brought you the news that NextEra Energy is buying and merging with Dominion Energy in a deal valued around $66.8 billion (see