W. Kentucky Pipeline Wins in Court, Escapes PSC; Farmers Dig In
The long-stalled Pennyrile Energy Corridor, a 53-mile natural gas pipeline planned for western Kentucky, has racked up two big wins since we last checked in. In September, a Kentucky judge ruled that the agency building the pipeline can use eminent domain to get easements from landowners who won’t sign. State lawmakers also moved the project out from under the state’s utility regulator. But a few farmers along the route aren’t budging, and one calls the $4-per-foot offer for his land “ridiculous.” Read More “W. Kentucky Pipeline Wins in Court, Escapes PSC; Farmers Dig In”
Back in July, Infinity Natural Resources (INR) told the world it had booked a $57.5 million derivative (hedging) gain for the second quarter, and MDN used the occasion to decode how hedging works (see 
OTHER U.S. REGIONS: Power LNG secures agreement with Port of Galveston; Riverway Group and Offshore Data Center partner to build gas-powered offshore data center platforms; Gov. Healey, we can’t afford more fracked-gas; $3.3 billion USDA loan helping build a new natural gas-fired power plant in Monroe County; NATIONAL: U.S. natural gas futures fall ahead of weekly storage data; The resilience reset: Five shifts reshaping the oil and gas industry; INTERNATIONAL: Oil gains as global supply risks mount; Bessent calls for World Bank reforms, including upstream oil and gas financing; OPEC+ warns soaring shipping, insurance costs impede oil flows. 
Remember Bucks County, PA’s “sneaky” lawsuit against Big Oil? The one a county judge tossed in May 2025 “with prejudice,” meaning don’t come back? Well, it’s back. Today (Oct. 14), Pennsylvania’s Commonwealth Court will hear Bucks County’s appeal, which asks the court to bring the dead case back to life. Lined up against the county is an impressive list of “friends of the court,” including Pennsylvania’s own Attorney General Dave Sunday, the U.S. Chamber of Commerce, the National Association of Manufacturers, the Pennsylvania Manufacturers’ Association, the Pennsylvania Chamber, and our friends at both PIOGA and the Marcellus Shale Coalition. All of them are telling the appeals court the same thing: leave it dead. 
Remember the hydrogen hubs? Three years ago, the Biden administration handed out $7 billion to build seven of them, including two with deep Pennsylvania roots: the Appalachian Regional Clean Hydrogen Hub (ARCH2), awarded $925 million to make “blue” hydrogen from Marcellus/Utica gas, and the Mid-Atlantic Clean Hydrogen Hub (MACH2), awarded $750 million to make “green” hydrogen from wind and solar power (see 
Good news for Marcellus/Utica drillers and the landowners who collect royalty checks from them: Cove Point LNG, the export terminal in Maryland that runs on our gas, is back in business after its annual 23-day maintenance break. Add the return of a Freeport LNG train in Texas and a record run at the new Golden Pass LNG plant, and U.S. “feedgas” (the natural gas piped into LNG plants to be chilled into a liquid and shipped overseas) jumped to 19.7 Bcf/d on Tuesday, the highest level since April. That’s billion cubic feet per day, for those keeping score at home. 
Another data center proposal has landed in Westmoreland County, PA. This one is a 1.1-million-square-foot building on old farmland in South Huntingdon Township, right off I-70 and across the road from the Pittsburgh Renaissance Festival. The developers are Sippel Development Co. of Zelienople and TriEnergy of Sewickley — the latter a company that has spent roughly 30 years buying land for oil and gas development. The plans filed with the township don’t say where the electricity will come from. But we have a pretty good guess. The site sits about a mile from Tenaska’s 940-megawatt natural gas-fired power plant, and gas wells are nearby. Here’s what we know. 
Shell Chemical Appalachia wants a federal judge in Pittsburgh to throw out a lawsuit Philadelphia-based Big Green group Clean Air Council filed more than three years ago over air emissions at Shell’s ethane cracker plant in Monaca (Beaver County), PA. Shell’s main argument is simple: the PA Department of Environmental Protection (DEP) has already gone after Shell for the very same violations, not once but twice, collecting nearly $25 million in penalties and “community” payments. Federal law, says Shell, doesn’t let a private group pile on when the state is already on the case. Shell also argues the Council never showed that a single member was actually harmed. Shell filed its motion last Friday, Oct. 9, and the Council has agreed to pause the case while the judge decides. 
Here’s a case that slipped under our radar, and it shouldn’t have. On Monday, Nov. 9, the U.S. Supreme Court will hear arguments in Hoffmann v. WBI Energy Transmission, a fight between a group of North Dakota ranchers and an interstate pipeline company. The question sounds dry: when a pipeline company uses eminent domain to take land, does state law or federal law decide how much the landowner gets paid? However, the answer could put money in, or take money out of, the pockets of landowners in Pennsylvania and Ohio. Yesterday, the Court agreed to let the Trump administration take part in the argument, on the side of the pipeline company. 
Here’s a story you won’t read anywhere else. Strata Petroleum, LLC buys oil and gas mineral rights, and it has quietly sold its mineral interests in 116 producing Ohio Utica wells to Dallas-based Rising Phoenix Royalties. The deal closed effective October 5. Strata managing partner Justin Wainwright reached out to MDN with the news. He won’t disclose the exact price, but he told us it was “well into 7 figures.” The wells are operated by two of the biggest names in the Ohio Utica, EOG Resources and Ascent Resources, and they’re spread across six of the play’s core counties. Strata says it isn’t leaving the region. It plans to keep buying minerals across Ohio, West Virginia, and Pennsylvania. 
PJM Interconnection, the outfit that runs the electric grid for 13 states (including PA, OH and WV) plus DC, has picked its first three projects for a brand-new fast lane to get big power plants hooked up to the grid. Two of the three are giant battery projects from ENGIE. The third is the one that caught our eye: LS Power plans to add 455 megawatts (MW) to its existing Hunterstown natural gas-fired power plant near Gettysburg, in Adams County, PA. By MDN’s math, that expansion will need roughly 60 million cubic feet of natural gas per day once it’s up and running. Guess where that gas is coming from? 
Last Wednesday, MDN told you about the Allegheny County Board of Health’s latest move against shale drilling (see 
The rest of the country is heading into winter swimming in natural gas. Production is at record highs, storage is above average, and Henry Hub January futures are trading below $4. Yet traders are paying more than $20 per MMBtu for gas delivered into parts of New England in January. That’s more than five times the national benchmark. The problem isn’t a shortage of gas. It’s a shortage of pipe. New England sits just a few hundred miles from the Marcellus Shale, one of the most prolific gas fields on the planet, but more than a decade of blocked pipeline projects means it can’t get enough of our gas when the weather turns cold.