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Marcellus Drilling News
  • Industrywide Issues | McKean County | Pennsylvania | Regulation | Wastewater

    McKean County Injection Well Operating Without Permit from PA DEP

    May 20, 2026May 20, 2026

    On May 14, the Pennsylvania Department of Environmental Protection (DEP) issued a notice of violation to Sandstone Development LLC for operating the McKay 7A conventional well as an oil and gas wastewater injection disposal site in McKean County without a state permit. Which may sound like a major, flagrant (intentional) violation. But it’s not. Sandstone holds a federal EPA permit allowing daily injections of up to 10,500 gallons. Sandstone said it was unaware that, in addition to the federal EPA permit, it is also required to seek and obtain a state DEP permit for the same thing. In other words, Sandstone didn’t ask DEP, “Mother, May I?” Read More “McKean County Injection Well Operating Without Permit from PA DEP”

  • Duke Energy | Electrical Generation | Energy Services | Industrywide Issues | Pipelines

    Duke Energy’s Large-Scale Powergen Expansion Adding 14 GW by 2031

    May 20, 2026May 20, 2026

    Duke Energy, headquartered in Charlotte, N.C., is one of the largest U.S. energy holding companies, serving 8.7 million electric customers and 1.8 million gas customers across six states. While the company dabbles in unreliable renewables like solar and wind, its bread-and-butter, go-to source for new electric power generation is natural gas, which it gets from the Marcellus/Utica. We’ve reported on many of Duke’s announced new gas-fired power plant projects (see our stories here). The company recently issued its first quarter 2026 report, which is a good opportunity for us to share a detailed list of the active gas-fired power plant and pipeline projects Duke is pursuing. Read More “Duke Energy’s Large-Scale Powergen Expansion Adding 14 GW by 2031”

  • Hydraulic Fracturing | Industrywide Issues

    So-Called Peak Oil & Gas (Supply or Demand) is Nowhere in Sight

    May 20, 2026May 20, 2026

    In 2025, the U.S. set dual production records, with crude oil output reaching 13.6 million barrels per day and natural gas hitting 118.5 Bcf/d, making America the world’s top producer of both commodities. These milestones represent explosive growth since the early 2000s, driven entirely by the shale fracking revolution. Despite persistent predictions of failure from environmental groups, major publications like The New York Times and Wall Street Journal, and various analysts, the industry continuously defied skeptics through relentless technological innovation — including longer lateral wells, simultaneous multi-well fracking, and electrified equipment. With no production peak in sight, new records are anticipated for 2026. Read More “So-Called Peak Oil & Gas (Supply or Demand) is Nowhere in Sight”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Wed, May 20, 2026

    May 20, 2026May 20, 2026

    MARCELLUS/UTICA REGION: Lessons for Pennsylvania from the blue-state affordability crisis; NATIONAL: U.S. natural gas extends gains as weather heats up; Goldman Sachs says US natural gas output shows signs of price sensitivity; Data center server energy use grows across the commercial building stock; Solar to dominate energy by 2035 (LOL!); INTERNATIONAL: Brent, WTI slip in volatile trade; Can Middle East oil producers meaningfully bypass the Strait?; UN climate experts admit climate change won’t destroy Earth tomorrow; UK to allow import of fuels refined from Russian oil; Four US LNG vessels sailing to China after Trump-Xi summit; ASEAN nations return to fossil fuels, back away from net zero plans. Read More “MDN’s Energy Stories of Interest: Wed, May 20, 2026”

  • Industrywide Issues | Monroe County | Ohio | Regulation | Washington County (OH)

    BLM Ready to Auction Land in OH Wayne Nat’l Forest for Drilling

    May 19, 2026May 19, 2026
    Wayne National Forest (click for larger version)

    Last December, MDN brought you the fantastic news that the Bureau of Land Management (BLM) had opened a public scoping period to receive public input on 41 oil and gas parcels totaling 2,795 acres that may be included in a September 2026 lease sale in the Wayne National Forest (WNF) located in southeastern Ohio (see BLM Plans Ohio Wayne Nat’l Forest Lease Sale for September 2026). This is the first lease sale held in WNF since March 2017 (the first Trump administration). The comment period ended Jan. 15, 2026. But what’s this? The BLM is once again seeking public comments on the same list of properties up for lease/auction. This time, the public has until June 17, 2026, to comment. Read More “BLM Ready to Auction Land in OH Wayne Nat’l Forest for Drilling”

  • Dominion Energy | Energy Services | Industrywide Issues | LDCs | M&A | NextEra Energy | Pennsylvania | South Carolina | Virginia

    M-U Projects Potentially Impacted by NextEra/Dominion Merger

    May 19, 2026May 19, 2026

    Yesterday, MDN brought you the big news that NextEra Energy and Dominion Energy will combine in an all-stock transaction, creating the world’s largest regulated electric utility business serving approximately 10 million customer accounts across Florida, Virginia, North Carolina, and South Carolina (see NextEra Energy Buying, Merging with Dominion Energy for $66 Billion). Now that the news itself has settled in, analysts are beginning to explore what it means for this constituency and that constituency. Whenever there’s a takeover with new management, existing (or planned) projects can change. We wondered, what’s the list of projects owned by Dominion and NextEra in the Marcellus/Utica region that may change when the two companies join? Read More “M-U Projects Potentially Impacted by NextEra/Dominion Merger”

  • Electrical Generation | Industrywide Issues | M&A | Maryland

    AlphaGen & ArcLight Close on Buying DC-Area Gas-Fired Power Plant

    May 19, 2026May 19, 2026

    AlphaGen (Alpha Generation LLC) is one of the largest independent power producers in the United States, majority-owned by ArcLight Capital Partners. It owns and operates a massive portfolio of critical power infrastructure—including natural gas-fired and floating power stations—to meet rising energy demand driven by grid electrification and data centers. Yesterday, AlphaGen and ArcLight announced they have acquired Brandywine Power, a 250 MW natural gas combined-cycle generating facility in Prince George’s County, Maryland, from Onward Energy Holdings. The plant is fed by Marcellus/Utica molecules. Read More “AlphaGen & ArcLight Close on Buying DC-Area Gas-Fired Power Plant”

  • AI | Industrywide Issues | Research

    Proof That Data Centers Don’t Raise Residential Electric Rates

    May 19, 2026May 19, 2026

    We’re facing a full-blown crisis in building new AI data centers — at least in Pennsylvania (and in many other states). How do we know? Read this story published by the Wall Street Journal yesterday: The American Rebellion Against AI Is Gaining Steam. We also know because of our own private conversations with friends who live in Pennsylvania—very conservative, Republicans—who are deadset against data center projects. Their perception, right or wrong, is that big companies are forcing these projects on rural or disadvantaged communities that can’t fight back and that contain all the negatives, like noise and water use, with no positives. Our friends maintain that these data centers will use power from the local grid, driving up costs for everyone (particularly residences). That last argument is simply not true. Demonstrably not true. But the perception that data centers cause high electricity prices (as wrong as it is) persists. Read More “Proof That Data Centers Don’t Raise Residential Electric Rates”

  • AI | Industrywide Issues | Pennsylvania | Statewide PA

    Sen. David McCormick Tours AI-Powered Biotech Labs at UPenn

    May 19, 2026May 19, 2026
    click for larger version

    U.S. Senator Dave McCormick (R-PA) visited the University of Pennsylvania’s AIRFoundry, an AI-driven research lab funded by the National Science Foundation, to emphasize AI’s role in advancing biomedical and drug development. The lab uses AI, robotics, and automation to significantly accelerate the development of RNA-based medicines and other biotechnologies, reducing years of work to weeks. This technology has the potential to drastically reduce drug discovery timelines and costs, with commercialization efforts already leading to university spin-off companies. Penn is also fostering AI talent, being the first Ivy League institution to offer an undergraduate AI degree, with the program expected to grow. Read More “Sen. David McCormick Tours AI-Powered Biotech Labs at UPenn”

  • Industrywide Issues | Research

    U.S. Industrial Gas Consumption to Break Records in 2026, 2027

    May 19, 2026May 19, 2026

    U.S. industrial natural gas consumption is projected to reach record highs through 2027, driven by rising manufacturing activity, particularly in the chemicals subsector. According to the latest U.S. Energy Information Administration (EIA) Short-Term Energy Outlook, consumption hit a record 23.6 Bcf/d in 2025 and will grow by 1.2% in 2026 and 1.7% in 2027. Although low natural gas prices spurred significant mid-2010s expansions that raised demand, recent growth has been relatively flat. Moving forward, steady increases in the natural gas-weighted manufacturing index are expected to outpace ongoing industrial efficiency improvements, ensuring gradual but consistent demand growth, with distinct winter seasonal peaks. Read More “U.S. Industrial Gas Consumption to Break Records in 2026, 2027”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Tue, May 19, 2026

    May 19, 2026May 19, 2026

    OTHER U.S. REGIONS: Glenfarne, ConocoPhillips sign agreement for Alaska LNG; Virginia’s carbon market is a wealth transfer the Democrats are trying to hide; NATIONAL: U.S. natural gas futures gain as weather heats up; The left is outspending us, outworking us, and outthinking us; Time to end the injustice of ‘environmental justice’; U.S. LNG is becoming the backbone of global gas supply; INTERNATIONAL: Oil settles higher on Iran doubts; Trump delays planned strike after Gulf allies appealed; Canada strikes deal to start building oil pipeline in 2027; The United Arab Emirates is playing its own game; Why oil hasn’t hit $150, yet. Read More “MDN’s Energy Stories of Interest: Tue, May 19, 2026”

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

    M-U Rigs Down 1 @ 36; Haynesville Down 2 @ 56; Nat’l Up 3 @ 551

    May 18, 2026May 18, 2026

    Last week, the combined Marcellus/Utica Baker Hughes rig count dropped by 1 rig in the PA Marcellus, leaving 36 active rigs across the three-state M-U region, down from 37 it had operated for 7 weeks in a row. The M-U’s chief competitor, the Haynesville, dropped 2 rigs to land at 56 active rigs, operating 20 more than the M-U. The national count added 3 rigs last week and now operates 551 rigs. That’s the fourth week in a row the national count has added rigs. Read More “M-U Rigs Down 1 @ 36; Haynesville Down 2 @ 56; Nat’l Up 3 @ 551”

  • Dominion Energy | Energy Services | Industrywide Issues | LDCs | M&A | NextEra Energy

    NextEra Energy Buying, Merging with Dominion Energy for $66 Billion

    May 18, 2026May 18, 2026

    This is HUGE and breaking news… NextEra Energy and Dominion Energy announced this morning that they will combine in an all-stock transaction, creating the world’s largest regulated electric utility business serving approximately 10 million customer accounts across Florida, Virginia, North Carolina, and South Carolina. The combined entity, operating under the NextEra Energy name, will be over 80% regulated and benefit from enhanced scale, efficiency, and diversified growth. How much is NextEra paying for Dominion? Read More “NextEra Energy Buying, Merging with Dominion Energy for $66 Billion”

  • Coterra Energy (Cabot O&G) | Devon Energy | Energy Companies | Expand Energy | Industrywide Issues | Pennsylvania | Regulation | Susquehanna County

    2 Water Pipes (and Fracking) Coming to Susq. County’s Auburn Twp

    May 18, 2026May 18, 2026

    If you live in Auburn Township in Susquehanna County, Pennsylvania, it’s a pretty safe bet that either there is or soon will be shale well drilling going on near you. The PA Department of Environmental Protection (DEP) published notice in the May 16 Pennsylvania Bulletin announcing it has issued a permit for one aboveground water pipeline for one driller and is seeking comments on a request for a second aboveground water pipeline for a second driller, both in Auburn Township. Read More “2 Water Pipes (and Fracking) Coming to Susq. County’s Auburn Twp”

  • Energy Services | Industrywide Issues | MarkWest Energy | Pipelines

    MPLX Marcellus Utilization Hits 94%, Driving Gathering Expansion

    May 18, 2026May 18, 2026

    In 2015, MPLX (i.e., Marathon Petroleum) bought out and merged with the Utica Shale’s premier midstream company, MarkWest Energy, for $15 billion (see MarkWest Energy Investors/Unitholders Approve Merger with Marathon). The “new” MarkWest, aka MPLX, now plays on a much larger stage, owning and operating major assets in the Permian Basin, the Bakken Shale, and the Marcellus/Utica. However, the M-U still plays a starring role for the company. MPLX recently issued its first quarter 2026 update. MPLX is seeing increased natural gas gathering throughput in both Marcellus and Utica, indicating robust upstream activity. Read More “MPLX Marcellus Utilization Hits 94%, Driving Gathering Expansion”

  • CNG/LNG | Exporting | Industrywide Issues

    Caturus Makes FID to Build Commonwealth LNG Export Plant in La.

    May 18, 2026May 18, 2026
    Commonwealth LNG Facility Rendering

    Caturus LLC made a positive Final Investment Decision (FID) for its Commonwealth LNG project, securing $9.75 billion in financing for the 9.5 million tonnes per annum (MTPA) export facility in Cameron Parish, Louisiana. This FID initiates full construction of one of the most cost-competitive LNG projects in the U.S., with operations expected to commence by 2030 and generate over $3 billion in annual export revenue. Read More “Caturus Makes FID to Build Commonwealth LNG Export Plant in La.”

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