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Marcellus Drilling News
  • ESG | Industrywide Issues

    Bridger Expands Capabilities to Level 4 & 5 Methane Reporting

    November 19, 2025November 19, 2025

    Bridger Photonics, the self-proclaimed “industry leader in methane emissions data,” announced expanded capabilities that enable both source-level (Level 4) and site-level (Level 5) methane measurement under the UN’s OGMP 2.0 framework. Bridger is headquartered in Montana and has developed a methane detection technology that is used by some of the biggest drillers in the Marcellus/Utica, including EQT, Expand Energy, Ascent Resources, Diversified Energy, and Repsol (see our Bridger stories here). Bridger’s laser methane-detecting technology is called Gas Mapping LiDAR™ (laser imaging, detection, and ranging). It was developed to simplify the detection and visualization of methane emissions across the oil and gas industry. Read More “Bridger Expands Capabilities to Level 4 & 5 Methane Reporting”

  • Industrywide Issues | Regulation

    Trump EPA Proposes Common Sense Definition for Waters of the U.S.

    November 19, 2025November 19, 2025

    Finally! For years, going back to the administration of Lord Obama, the radical left has tried to redefine the “waters of the United States” (WOTUS). See our extensive list of posts covering the WOTUS issue and how President Obama and later President Autopen tried to butcher the meaning of WOTUS to include everything down to mud puddles. On Monday, the Trump EPA and the Army Corps of Engineers announced a proposed new rule to establish a clear and durable definition of WOTUS under the Clean Water Act. The proposal, unveiled by EPA Administrator Lee Zeldin and Assistant Secretary of the Army for Civil Works Adam Telle, aims to protect water resources while accelerating economic growth by providing regulatory certainty for farmers, landowners, and businesses. WOTUS has a significant impact on the oil and gas industry. In typical fashion, the enviro-left is stroking out about the change, claiming it will lead to the pollution of everything. Read More “Trump EPA Proposes Common Sense Definition for Waters of the U.S.”

  • Hydraulic Fracturing | Industrywide Issues

    ‘Weird and Wonderful’ Wells Boosting Oil & Gas Production in Canada

    November 19, 2025November 19, 2025
    Frankenwells (credit: Canadian Energy Center)

    This story is technically not about the Marcellus/Utica, but it could be. It comes from our neighborly neighbors (not!) to the north in Canada. Our Canadian compatriots in the oil and gas world have discovered a “weird and wonderful” drilling innovation in Alberta that is helping producers tap more oil and gas at lower cost and with less environmental impact. The Canucks are drilling wells in configurations with names like fishbone, fan, comb-over, and stingray. These “multilateral” wells turn a single wellbore from the surface into multiple horizontal legs underground. Cool. Read More “‘Weird and Wonderful’ Wells Boosting Oil & Gas Production in Canada”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Wed, Nov 19, 2025 [FREE ACCESS]

    November 19, 2025November 19, 2025

    OTHER U.S. REGIONS: Greenpeace faces an unusual new legal attack from a pipeline giant; NATIONAL: Dark-money climate litigation network faces IRS scrutiny; US LNG industry breaks records; INTERNATIONAL: Oil gains on EU sanctions pressure; US energy majors among potential Lukoil bidders; COP30 is green hype and real-world rip-offs; How Germany is building up LNG import terminals. Read More “MDN’s Energy Stories of Interest: Wed, Nov 19, 2025 [FREE ACCESS]”

  • Commodity Price | Industrywide Issues | Weather

    2 NOAA Graphics Drove NYMEX NatGas Price Down 20.5 Cents Yesterday

    November 18, 2025November 20, 2025

    The NYMEX “front month” futures price for natural gas took a dive yesterday, down 20.5 cents (4.5%) in a single day. The price remains firmly in the $4 range, closing at $4.361 per million British thermal units (MMBtus). We thought it would be a good time to check in on the price—what the futures price has been doing, and what the spot/physically traded price in the Marcellus/Utica region has been doing. We can sum up why the price tanked yesterday in a single word: weather. Expanding on that just a bit, NOAA (the National Oceanic and Atmospheric Administration) released its 6-10 Day and 8-14 Day Temperature Outlook graphics yesterday, showing most of the country (in particular the Northeast) will experience warmer than average temperatures for 6-10 days, with the Northeast experiencing warm temperatures all the way through the end of this month and into December. Read More “2 NOAA Graphics Drove NYMEX NatGas Price Down 20.5 Cents Yesterday”

  • Electrical Generation | Industrywide Issues | Regulation

    FERC Approves NRG, LS Power Deal, Rejects PJM Requested Conditions

    November 18, 2025November 18, 2025

    In May, NRG Energy announced a deal to acquire LS Power’s portfolio of natural-gas power plants in a deal valued at roughly $12 billion, including debt, that will expand NRG’s footprint in Texas and along the East Coast (see NRG Buys 18 Gas-Fired Power Plants, Including 5 in PA, for $12B). NRG said the acquisition would add 18 more natural-gas-fired facilities in nine states, including five in Pennsylvania and one in Ohio, doubling its generation capacity to approximately 25 gigawatts (GW). In June, NRG asked the Federal Energy Regulatory Commission (FERC) to approve the deal (see NRG, LS Power Asks FERC to Approve $18B Deal for 12 Gas-Fired Plants). “Not so fast,” said the PJM Interconnection, which requested that FERC set certain conditions before approving the deal (see PJM Monitor Asks FERC to Impose Conditions on NRG, LS Power Deal). FERC ignored PJM and OK’d the deal on Friday without preconditions. Read More “FERC Approves NRG, LS Power Deal, Rejects PJM Requested Conditions”

  • Anti-Drilling/Fossil Fuel | Crime | Industrywide Issues

    9 Protesters Arrested at CT Gov’s Office; Stop “Spread” of NatGas

    November 18, 2025November 18, 2025

    On Monday, nine so-called “climate defenders” (we call them wackadoodles) from the Don’t Destroy Our Future and youth activists from Sunrise Movement were charged with obstruction of free passage after holding a sit-in protest inside Connecticut Governor Ned Lamont’s office. Approximately 30 protesters were demonstrating against what they call the governor’s plan to approve new methane gas construction, specifically citing opposition to a natural gas compressor station expansion in Brookfield and a plan to update the Capitol Area System with methane boilers. From the images we observed, most of the protesters were old hippies. Read More “9 Protesters Arrested at CT Gov’s Office; Stop “Spread” of NatGas”

  • Electrical Generation | Industrywide Issues

    Net Power Pivots to Focus on Post-Combustion Carbon Capture (PCC)

    November 18, 2025November 18, 2025

    Net Power, backed by the Rice brothers (of Rice Energy and EQT fame), is on a mission to develop and deploy revolutionary new technology to capture every last molecule of carbon dioxide from natural gas-fired power plants (see Dan Rice Buys Co. that Builds Zero-Carbon Gas-Fired Electric Plants). In April, MDN brought you the news that Net Power experienced a major shakeup at the company, replacing both its President and Chief Financial Officer with new people (see Shakeup at Rice-Backed Net Power; President and CFO Both Out). Danny Rice assumed the role of President in addition to his existing CEO duties. The company recently issued its third quarter update with another major announcement, this one announcing a pivot in product strategy. Read More “Net Power Pivots to Focus on Post-Combustion Carbon Capture (PCC)”

  • Statewide VA | Virginia

    O&G Tells Incoming Va. Gov. to Keep Pledge to Embrace NatGas (LOL)

    November 18, 2025November 18, 2025

    Those who support natural gas and who live (and work) in Virginia apparently labor under a serious delusion: That far-left Democrat Governor-elect Abigail Spanberger will support expanding (or even the continued use of) natural gas in the state. On the campaign trail in August, Spanberger said that natural gas is going to “be part of the energy mix into the future.” And people actually believed her. Suckers. Those who support natgas are reminding Spanberger of her promise regarding natgas. And now that she’s been elected? “Spanberger’s campaign did not return a request for comment on the future of natural gas in Virginia.” She’s ghosting natgas supporters. Suprised? We aren’t. Read More “O&G Tells Incoming Va. Gov. to Keep Pledge to Embrace NatGas (LOL)”

  • Industrywide Issues | Pipelines

    New Pipes Promise 34 Bcf/d of Extra Capacity by 2029 – Too Much?

    November 18, 2025November 18, 2025

    Despite past difficulties in building new pipelines, the midstream sector is aggressively expanding, committing to over 34 Bcf/d (billion cubic feet per day) of new pipeline capacity by 2029, mainly in the Permian and Gulf Coast. However, some 5.6 Bcf/d of additional capacity is expected to come to the Marcellus/Utica region by 2029. This new supply, driven by anticipated demand from LNG exports and power for data centers, significantly exceeds the most bullish demand growth projections (18–27 Bcf/d by 2030). Analysts suggest this could lead to a temporary capacity surplus, or “overbuild.” Are we on the cusp of having too much of a good thing? Read More “New Pipes Promise 34 Bcf/d of Extra Capacity by 2029 – Too Much?”

  • Industrywide Issues | Research

    EIA Says Lower Rig Count Due to Increased Drilling Efficiency

    November 18, 2025November 18, 2025

    The average number of active oil and natural gas rigs in the U.S. Lower 48 dropped sharply from 750 in late 2022 to 517 in October 2025, driven by lower prices and efficiency improvements. Despite this 31% decline, crude oil and natural gas production reached record highs as operators focused on the most productive areas, utilizing longer lateral lengths and advanced completion techniques. The Permian and Marcellus/Utica (Appalachia) regions exemplify this, with production growing significantly even as rig counts fell by 29%. For 2026, EIA forecasts a slight decline in oil production, constrained by lower WTI prices (predicted at $51/barrel). Natural gas output, however, is expected to increase slightly, supported by rising Henry Hub prices (predicted at $4.02/MMBtu) that will encourage gas-directed drilling. Read More “EIA Says Lower Rig Count Due to Increased Drilling Efficiency”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Tue, Nov 18, 2025 [FREE ACCESS]

    November 18, 2025November 18, 2025

    OTHER U.S. REGIONS: Venture Global files FERC application for Plaquemines expansion; NATIONAL: India strikes US gas deal under Trump pressure; The true source of civilization’s future is energy wisdom; Goldman sees oil demand rising through 2040 driven by petchem, jet fuel growth; States want proof data centers will get built; INTERNATIONAL: Oil slips as Russia port reopens; Trump backs bill to sanction Russia trade partners; Drone strikes Turkish tanker in Ukraine’s Odesa, where US natural gas will go; Atlantic LNG freight rates surge to highest since early 2024. Read More “MDN’s Energy Stories of Interest: Tue, Nov 18, 2025 [FREE ACCESS]”

  • AI | Columbia Pipeline Group | Energy Services | Industrywide Issues | Ohio | Pipelines | Statewide OH | TC Energy/TransCanada

    Columbia Gas Open Season for Extra 500 MMcf/d of M-U Capacity in OH

    November 17, 2025November 17, 2025

    Existing pipelines in the Marcellus/Utica region are testing the market for expansion. Two weeks ago, we told you that DT Midstream (50% owner of NEXUS Pipeline) is eyeing the growing AI data center market in northwestern Ohio as a customer for M-U molecules that flow through NEXUS (see DT Midstream Eyes Data Center/Power Market for NEXUS Pipeline). Now comes the news that TC Energy, the owner of the Columbia Gas Transmission (CGT) pipeline network, is conducting a non-binding open season to expand CGT capacity in Ohio, including in Columbus, Toledo, Lima, and other locations. Read More “Columbia Gas Open Season for Extra 500 MMcf/d of M-U Capacity in OH”

  • Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PA Budget Did More than Cut RGGI; New DEP Permit Turnaround Times

    November 17, 2025November 17, 2025

    Last week, we brought you the fantastic news that the Regional Greenhouse Gas Initiative (RGGI) carbon tax scheme in Pennsylvania is officially dead with the adoption of the 4-month late state budget (see VICTORY! PA Budget Deal Kills RGGI Carbon Tax for Good). It was a major victory for Republicans. We’re now learning the Republicans won a few more victories with the new budget, including strict new deadlines for the Department of Environmental Protection (DEP) to issue certain air and water permits, some of which affect the Marcellus industry. Read More “PA Budget Did More than Cut RGGI; New DEP Permit Turnaround Times”

  • Energy Companies | Repsol

    Repsol Explores “Reverse Merger” of Upstream Assets with APA

    November 17, 2025November 17, 2025

    Repsol S.A. is a Spanish multinational energy and petrochemical company based in Madrid. It is engaged in worldwide upstream and downstream activities. In the 2022 Forbes Global 2000, Repsol was ranked as the 320th-largest public company in the world. As of 2022, it has 24,000 employees worldwide. Repsol, with shares traded on the Spanish Stock Exchange, has major assets around the world. It also has approximately 214,000 net acres of leased land (with wells) in the Marcellus Shale, primarily located in northeastern Pennsylvania, specifically in Bradford, Susquehanna, and Tioga counties. Repsol is considering a “reverse merger” of its upstream assets (worth $19 billion) with APA (formerly Apache, a Permian oil driller), according to super-secret sources whispering to Bloomberg. Read More “Repsol Explores “Reverse Merger” of Upstream Assets with APA”

  • Industrywide Issues | M&A | Pipelines

    Enstor Closes Deal to Buy Black Bear Transmission Pipelines

    November 17, 2025November 17, 2025

    In August, MDN told you that Black Bear Transmission (BBT), the owner of nine regulated short pipeline transmission systems in the Southeastern U.S. totaling approximately 1,700 miles of pipeline, with a throughput capacity of about 2.6 billion cubic feet per day (Bcf/d), was selling itself to Enstor Pipeline Holdings, LLC, for an undisclosed sum (see Black Bear Transmission (Southeast Pipeline Co.) Selling to Enstor). Black Bear’s pipelines interconnect with 16 major long-haul pipelines and storage facilities across seven states, including Alabama, Arkansas, Louisiana, Mississippi, Missouri, Oklahoma, and Tennessee. Last week, the deal was sealed. Yes, there is a connection to the Marcellus/Utica. Read More “Enstor Closes Deal to Buy Black Bear Transmission Pipelines”

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