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Marcellus Drilling News
  • CNX Resources | Energy Companies

    Victory! CNX Resolves Defamation Lawsuit with Capital & Main

    February 13, 2026February 13, 2026

    Capital & Main is a left-leaning news outlet based in California. The publication has repeatedly targeted CNX Resources to smear the company and its Radical Transparency initiative. In September, we brought you Capital & Main’s latest hit piece alleging CNX’s operations are polluting and causing ill health for those who live nearby. The article also said CNX’s drilling program is anything but transparent (see Leftists Rattled by CNX’s Real Science and Radical Transparency). That article, CNX said, crossed the line and defamed the company. So, CNX filed a lawsuit against Capital & Main (see CNX Files Lawsuit Against Capital & Main for Defamation re Article). Both sides have now settled, with Capital & Main printing a statement that amounts to a retraction. Victory! Read More “Victory! CNX Resolves Defamation Lawsuit with Capital & Main”

  • Electrical Generation | Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PJM Grid Caves to PA Gov. Shapiro Bullying Again, Caps Prices 2 Yrs

    February 13, 2026February 13, 2026

    PJM Interconnection, the electrical grid operator that covers Pennsylvania (along with all or parts of 12 other states and the District of Columbia), has once again caved to the political demands of PA Gov. Josh Shapiro to artificially cap prices in its upcoming capacity auctions for the next two years. PJM caved for the July 2025 auction (see PJM Grid Caves to PA Gov. Shapiro Bullying, Blackout Risk Rises). And now, they’ve extended the same cap for another two years. It means electric ratepayers won’t see as high an increase in their electric rates (a good thing), but it also means the risk of a blackout has just gone WAY up. It means fewer gas-fired power plants will be built in the PJM region, which desperately needs them. Read More “PJM Grid Caves to PA Gov. Shapiro Bullying Again, Caps Prices 2 Yrs”

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

    The Sad Story of Quebec: Huge Utica Deposits, Imports All NatGas

    February 13, 2026February 13, 2026

    The Canadian province of Quebec has significant natural gas potential in the Utica and Lorraine shale formations and on the Gaspé Peninsula, yet these resources remain untapped due to politics. The left has hoodwinked residents into believing hydraulic fracturing is from Satan and that it will pollute groundwater and cause earthquakes. Quebec became the first jurisdiction to permanently ban oil and gas exploration in 2022, prioritizing climate mythology over energy development. Consequently, the province imports nearly all its supplies from Western Canada and the United States. The province’s future strategy focuses on transitioning to renewable natural gas (which emits as much CO2 when burned as shale gas) and hydrogen, while maintaining a strict moratorium on local extraction. Read More “The Sad Story of Quebec: Huge Utica Deposits, Imports All NatGas”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Fri, Feb 13, 2026

    February 13, 2026February 13, 2026

    MARCELLUS/UTICA REGION: Core Natural Resources bets on AI data center power demand surge; OTHER U.S. REGIONS: Virginia would be wise to remain out of RGGI; The Sunshine State is a heavyweight in natural gas consumption; NATIONAL: U.S. natural gas settles higher after storage miss; The Super Bowl without EVs tells you everything; Mom-and-pop shops remain the heart of the retail propane industry; Recognizing failure, some liberals are reshaping their climate messaging; INTERNATIONAL: Oil drops amid supply and equity jitters; Global exploration signaling ‘early recovery’; India will buy US LNG if offered at reasonable price, Petronet CEO says; Japanese oil and gas group Inpex sees LNG supply shortfall in Asia in 2035. Read More “MDN’s Energy Stories of Interest: Fri, Feb 13, 2026”

  • Energy Companies | Hydraulic Fracturing | Industrywide Issues | Marion County | Monongalia County | Northeast Natural Energy | West Virginia

    Northeast Natural Energy Taps Evolution’s E-Fracking Solution for WV

    February 12, 2026February 12, 2026

    Evolution Well Services, headquartered in Houston with a regional office in Pittsburgh, specializes in “electric” fracking — using natural gas from the well pad (instead of diesel fuel) to power turbines to create electricity that drives fracking pumps. We’ve written about Evolution’s e-fracking work in the Marcellus/Utica for years (see our stories here). The company does work for many of the largest drillers in the M-U. Evolution can add another customer to the list: Northeast Natural Energy, which drills and fracks on 60,000 contiguous acres in north-central West Virginia, primarily in Monongalia and Marion counties. Read More “Northeast Natural Energy Taps Evolution’s E-Fracking Solution for WV”

  • Electrical Generation | Industrywide Issues

    Missouri to Get Gas-Peaker Coupled with Battery Backup Fed by M-U

    February 12, 2026February 12, 2026
    A rendering of Ameren Missouri’s proposed Big Hollow Energy Center (click for larger version)

    State regulators have approved Ameren Missouri’s Big Hollow Energy Center, a dual-facility project featuring an 800-megawatt natural gas plant and a 400-megawatt battery storage system. Located at the former Rush Island coal site (Jefferson County, MO), the project leverages existing grid infrastructure to meet surging electricity demand driven by new data centers. While antis raise empty environmental concerns regarding methane emissions, Ameren emphasizes that the battery component supports carbon-free goals for major clients like Google. And yes, there is a direct connection to the Marcellus/Utica. Read More “Missouri to Get Gas-Peaker Coupled with Battery Backup Fed by M-U”

  • Duke Energy | Electrical Generation | Energy Services | Industrywide Issues | North Carolina

    Antis Get Fired Up Over Potential Duke Gas Plant in Davidson, NC

    February 12, 2026February 12, 2026

    Anti-fossil fuelers are raising concerns (and stoking fear with county residents) about a potential Duke Energy natural gas power plant in Davidson County, NC, after the project appeared in the company’s long-range planning documents. We first told you about this project three weeks ago (see Duke Energy Considers 1,360-MW Gas Plant for Davidson County, NC). A transmission cluster study in Duke’s 2025 Carolinas Resource Plan has identified a proposed 1,394-megawatt natural gas facility in Davidson County. Time for antis to ask their foreign funders for money to support a campaign against this project. Read More “Antis Get Fired Up Over Potential Duke Gas Plant in Davidson, NC”

  • Electrical Generation | Industrywide Issues | Maryland | Statewide MD

    Big Utilities Seek to Re-Enter Powergen in MD, Reduce Competition

    February 12, 2026February 12, 2026

    Maryland State Senator Kevin Harris (D-Prince George’s) recently introduced legislation that would allow Big Utilities, such as Exelon, to build and operate power-generation infrastructure using ratepayer funds. The Alliance for Competitive Power (ACP) recently released a study that finds allowing Big Utilities to re-enter the powergen market in Maryland would shift financial risks and cost overruns to ratepayers, whereas competitive markets protect consumers by ensuring shareholders, not the public, bear investment risks. ACP argues that allowing Big Utilities to re-enter power generation would reduce competition and raise prices for ratepayers. Read More “Big Utilities Seek to Re-Enter Powergen in MD, Reduce Competition”

  • AI | Electrical Generation | Industrywide Issues | Regulation | Statewide VA | Virginia

    Va.’s Democrat Legislature Wants to Raise Data Center Fees by 16%

    February 12, 2026February 12, 2026

    Virginia Senate Bill 253, introduced by State Senator Louise Lucas (D-Portsmouth), aims to shift energy infrastructure costs from residents to data centers, potentially saving households a whopping $65 annually. The legislation requires data centers—which account for 20% of Dominion Energy’s sales—to fund their own electrical substations and cover specific “capacity costs.” If the bill becomes law and the proposals in it receive approval from the State Corporation Commission (SCC), the typical monthly energy bill for data centers would rise by about 16%, while the typical bill for residential and other customers would decrease by 3% to 3.5%. Looks like Virginia, with more data centers than any other state in the union, is now closed for data center business. Too bad. Read More “Va.’s Democrat Legislature Wants to Raise Data Center Fees by 16%”

  • Industrywide Issues | Pipelines

    U.S. Factories Can’t Get Enough Natgas Due to Lack of Pipelines

    February 12, 2026February 12, 2026

    Despite record-breaking domestic production, U.S. manufacturers increasingly face gas shortages and price spikes during extreme weather. While the shale boom promised cheap energy, insufficient pipeline infrastructure prioritizes residential heating, power plants, and long-term export contracts over industrial users. This disparity forced companies like Evonik and International Paper to halt production or pay exorbitant spot prices during recent winter storms. Consequently, manufacturing trade groups are urging federal regulators to reform pipeline contracting and prioritize domestic supply over exports. Read More “U.S. Factories Can’t Get Enough Natgas Due to Lack of Pipelines”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Thu, Feb 12, 2026

    February 12, 2026February 12, 2026

    OTHER U.S. REGIONS: February 2026 NY Climate Act issues; NATIONAL: U.S. natural gas futures edge up ahead of inventory data; The EPA’s plan to relax CO2 regs is not a nefarious plot; EIA forecasts lower oil prices in 2026 and 2027 due to persistent stock builds; House Ways & Means Committee spotlights foreign funding in U.S. litigation; USA labor market report underpins energy demand; INTERNATIONAL: Oil gains as Middle East tensions rise; U.S. shale majors take fracking global; Dumbing energy down – interruptible power as social policy; Dear President Trump, take their oil. Read More “MDN’s Energy Stories of Interest: Thu, Feb 12, 2026”

  • Commodity Price | Industrywide Issues | Research

    EIA Feb. STEO Makes Huge Change (+$0.85) re 2026 Avg Spot Price

    February 11, 2026February 11, 2026

    The U.S. Energy Information Administration (EIA) issued its latest monthly Short-Term Energy Outlook (STEO) yesterday. The STEO is the agency’s monthly best estimate of where energy prices and production will head over the next 12 months. There was a major revision to the agency’s prediction about the spot price (at the Henry Hub) for natural gas in 2026. Just last month, EIA predicted the HH spot price would average $3.46 per million British thermal units (see EIA Jan. STEO Predicts HH Spot Price Avg $3.46 2026, $4.59 2027). Yesterday, given the sharp price spike due to Winter Storm Fern and an expected drawdown in gas in storage, the EIA said its new estimate is that the HH spot price will average $4.31/MMBtu. That’s an 85-cent (a full 25%) increase in just one month. Haul out the EIA price dartboard! Read More “EIA Feb. STEO Makes Huge Change (+$0.85) re 2026 Avg Spot Price”

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

    Duke Energy 4Q25: Advances 7.5 GW of New NatGas Powergen Projects

    February 11, 2026February 11, 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 as of early 2026. 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 issued its fourth quarter 2025 update yesterday, which is a good opportunity for us to share a detailed list of the active gas-fired power projects Duke is pursuing. Read More “Duke Energy 4Q25: Advances 7.5 GW of New NatGas Powergen Projects”

  • Anti-Drilling/Fossil Fuel | Energy Companies | Industrywide Issues | Lycoming County | Pennsylvania | Pennsylvania General Energy | Regulation

    Antis Flood PA DEP Hearing Against Drilling in Loyalsock Forest

    February 11, 2026February 11, 2026

    In December, MDN told you that three anti-shale drilling groups—the PA Council of Trout Unlimited, the Keystone Trails Association, and the Responsible Drilling Alliance—requested the Pennsylvania Department of Environmental Protection (DEP) hold a hearing on the Chapter 105 permit requested for a 3.9-mile shale gas access road and staging area proposed by PA General Energy (PGE) in the Loyalsock State Forest (see PA Antis Want DEP Hearing on 3.9-Mile Rd to Shale Pad in Loyalsock). The antis kept up the pressure. The DEP held a virtual public hearing on February 3 regarding PGE’s proposal to construct the shale gas access road. The hearing centered on Chapter 105 water quality permits. The PGE plan includes drilling 90 new shale wells in Loyalsock State Forest (Lycoming County). Read More “Antis Flood PA DEP Hearing Against Drilling in Loyalsock Forest”

  • AI | Anti-Drilling/Fossil Fuel | Energy Services | Industrywide Issues | Montour County | Pennsylvania | Regulation | Talen Energy

    Antis Convince Montour County to Reject Talen Data Center Rezoning

    February 11, 2026February 11, 2026

    Antis somehow got to the board of commissioners in Montour County, PA. Yesterday, the commissioners voted unanimously to reject Talen Energy’s request to rezone empty agricultural land near Talen’s Montour Power Plant (converted from coal to run on Marcellus gas in 2023) for a proposed data center. This decision followed community concerns stoked by lying groups like Food & Water Watch regarding “potential environmental impacts” on the nearby Montour Preserve. Read More “Antis Convince Montour County to Reject Talen Data Center Rezoning”

  • AI | Electrical Generation | Industrywide Issues | Research

    Nearly 75% of Planned On-Site Power at U.S. Data Centers is Natgas

    February 11, 2026February 11, 2026

    A Cleanview report reveals that nearly 75% of planned on-site power for U.S. data centers is natural gas-fired as operators bypass traditional grid connections. Driven by surging AI demands and grid delays of up to seven years, this trend involves 46 projects totaling 56 gigawatts. While developers publicly highlight renewables, immediate capacity remains dominated by gas due to its reliability. Development is concentrated in gas-rich regions like Texas and Pennsylvania. To overcome equipment shortages, some firms use creative solutions, such as repurposed jet engines. This shift underscores natural gas’s vital role in supporting the rapid expansion of American AI infrastructure. Read More “Nearly 75% of Planned On-Site Power at U.S. Data Centers is Natgas”

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