Anti-Fossil Fuel Cabal Sues EPA for Dumping Endangerment Finding
Yeah, well, you knew this was coming. Last week, President Trump and EPA Administrator Lee Zeldin announced the “largest deregulatory action in American history” by officially revoking the Obama EPA’s 2009 “endangerment finding” (see Trump & Zeldin Cut Obama Climate Rule, Save Americans $3,800 Each). Trump’s move eliminates the legal mandate for the federal government to regulate greenhouse gases, such as carbon dioxide. Right on cue, a colluding cabal of THE WORST of the worst tax-exempt, anti-American “environmental” (and other) groups in existence has filed a lawsuit to try and block the EPA from changing its own regulations. It’s OK to create regulations, but once created (by the left), they can never be modified or eliminated. Read More “Anti-Fossil Fuel Cabal Sues EPA for Dumping Endangerment Finding”

MARCELLUS/UTICA REGION: INR appoints Thomas Marchetti as VP of investor relations; Ohio school launches oil field safety training program; OTHER U.S. REGIONS: New England lawmakers weigh plug-in solar as Europe’s model spreads; NATIONAL: U.S. natural gas futures end lower in choppy trade; Why data centers don’t have to be the villain; USA renews threat to withdraw from IEA; Which USA oil major produced the most in 2025?; EPA begins rolling back Biden’s “good neighbor” rule; After years of buybacks, Big Oil is drilling again; Solar and wind aren’t real power sources, they’re intermittent fuel-savers; INTERNATIONAL: Crude surges as Iran risks grow; Amsterdam to enact ban on fossil fuel and meat advertising in public spaces; ‘Climate cult’ hurts Europe’s economy, US energy secretary tells AFP; Gavin Newsom and UK’s Ed Miliband aim to burn their nations on the altar of eco-lunacy.
President Donald Trump unveiled the first projects under a $550 billion trade deal with Japan yesterday, including a $36 billion investment in U.S. energy and minerals. In exchange for a 15% reduction in tariffs on imports, Tokyo will fund initiatives in Texas, Ohio, and Georgia to revitalize the industrial base. The centerpiece is a record-breaking $33 billion natural gas power plant in Piketon (Pike County), Ohio, operated by SoftBank’s SB Energy. This 9.2-gigawatt facility—the largest in U.S. history—is designed to create thousands of jobs and support the surging energy needs of data centers and artificial intelligence applications. It will produce enough electricity to power every single home in Ohio! It’s massive.
Energy Transfer LP (ET) owns and operates one of the largest and most diversified portfolios of energy assets in the U.S., with approximately 140,000 miles of pipeline and associated energy infrastructure. ET’s strategic network spans 44 states, with assets in all major U.S. production basins, including the Marcellus/Utica. The company issued its fourth quarter 2025 update yesterday. Based on the 4Q earnings call transcript and presentation, ET continues to view the M-U (Appalachian) region as a “great business” and remains the “dominating player” in natural gas liquids (NGL) in the M-U (and nationwide).
In early 2024, we reported that Penn America Energy CEO Franc James, the potential builder of the proposed Penn LNG export facility in the Philadelphia area, said that he “pumped the brakes” on the project but that it wasn’t dead yet (see 
This is disappointing. The United Mine Workers of America (UMWA) held a press conference yesterday in Charleston, WV, to oppose new natural gas power plants in West Virginia, citing concerns over coal job losses and community instability. UMW International President Brian Sanson criticized proposed projects by Mon Power and FirstEnergy, arguing that these gas-fired facilities threaten thousands of mining careers while providing only “temporary” construction jobs and minimal permanent staffing. He is urging state and federal lawmakers to enact codified legal protections for the coal industry.
Yesterday, CNX Resources announced it is issuing new “notes” (we call them IOUs) to raise money to buy back and redeem other notes coming due soon. The old notes are due in 2029. The new notes would be due and payable in 2034. CNX is “rolling over debt,” a common practice among large corporations, especially in capital-intensive industries such as energy and natural gas production. The company hopes to raise $500 million with the new notes to pay off the old ones. The question is, why do companies do this? Why keep rolling over debt every few years? 

TC Energy (formerly TransCanada) is a major North American energy infrastructure company based in Calgary, Alberta, specializing in natural gas pipelines, power generation, and storage. The company transports over 30% of the daily natural gas consumed in Canada, the U.S., and Mexico. The company owns major assets in the Marcellus/Utica, including Columbia Gas Transmission and the Millennium Pipeline. The company issued its fourth quarter and full-year update for 2025 last week. Based on the company’s earnings call and associated reports, there is a significant focus on leveraging existing infrastructure to move M-U gas to growing demand centers, particularly in the U.S. Midwest and Mid-Atlantic regions.
Pipeline giant Williams issued its fourth quarter and full-year 2025 update last week. The company forecasts 2026 profits exceeding analysts’ expectations, driven by surging natural gas demand from AI data centers and crypto mining. Williams is aggressively expanding its footprint, with 7.1 Bcf/d of pipeline projects currently underway and new gas-fired power plants such as the $1.3 billion “Socrates the Younger” project. The company plans to invest up to $6.7 billion in 2026 capital spending to capitalize on the sustained, long-term need for gas infrastructure and power growth.
In June 2023, Dominion Energy announced plans to build four small “peaker” electric generating plants in Chesterfield County near Richmond (see 