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  • Best of the Rest

    MDN’s Energy Stories of Interest: Mon, Feb 9, 2026

    February 9, 2026February 9, 2026

    MARCELLUS/UTICA REGION: Reality is finally crashing New York’s utopian green-energy party; OTHER U.S. REGIONS: Phillips 66 to cut nearly 300 jobs as LA refinery shuts; Legislators introduce bill providing incentives for DE natgas generating plants; Most of Virginia restricts solar farms – Democrats want to change that; Virginia exits gas infrastructure partnership; New York Democrats propose sweeping pause on data center construction; Cheniere submits application to build massive LNG plant in Texas; NATIONAL: U.S. natural gas futures retreat ahead of weekend; Nutty alarmism – the latest; US Democrats urge EU to defy Trump on oil and gas rules; Trump freeing U.S. from UN health, energy, and climate tyranny; Big Oil’s merger boom is being driven by a surprisingly small club; AI’s explosive energy demand may unexpectedly strengthen natgas; Back to energy reality – a message to leaders finally recognizing what works; Cummins halts new electrolyzer sales, citing weakening hydrogen market; INTERNATIONAL: WTI, Brent gain as talks ease conflict fears; Climate change and energy – world leaders in turmoil; Europe’s Russian gas ban is set to trigger a new wave of LNG tanker demand; Why China is building so many coal plants despite its solar and wind boom. Read More “MDN’s Energy Stories of Interest: Mon, Feb 9, 2026”

  • Clean Energy E&P | CNX Resources | Coterra Energy (Cabot O&G) | Energy Companies | EQT Corp | Greene County (PA) | Pennsylvania | Susquehanna County | Tioga County (PA) | Weekly Permits | West Virginia | Westmoreland County | Wetzel County

    22 New Shale Well Permits Issued for PA-OH-WV Jan 26 – Feb 1

    February 6, 2026February 6, 2026

    The Marcellus/Utica region received a combined 22 new drilling permits last week, Jan. 26 – Feb. 1, up significantly from the 10 issued two weeks ago. Pennsylvania issued 15 new permits; Ohio issued none; and West Virginia issued 7. The drillers receiving new permits last week included: Clean Energy Exploration & Production, CNX Resources, Coterra Energy, and EQT. Read More “22 New Shale Well Permits Issued for PA-OH-WV Jan 26 – Feb 1”

  • AI | Industrywide Issues | Luzerne County | Pennsylvania

    NEPA Landowners Offered $175,000/Acre to Sell to Data Centers

    February 6, 2026February 6, 2026

    In a report coming from Luzerne County, PA (northeastern part of the state), rural landowners in Hollenback Township are allegedly being offered $175,000 per acre to sell their property for a massive artificial intelligence (AI) data center campus. This “data center takeover” has alarmed some Luzerne County residents who fear the project will destroy the area’s rural character and strain local utility resources. The high-value offers follow months of community pushback led by State Representative Jamie Walsh (a Republican), who has criticized the secrecy surrounding these large-scale developments. Read More “NEPA Landowners Offered $175,000/Acre to Sell to Data Centers”

  • Beaver County | Energy Companies | Ethane | Industrywide Issues | Pennsylvania | Processing Plants | Shell

    Shell Weighs PA Cracker Plant Future as Chemical Losses Hit $66M

    February 6, 2026February 6, 2026

    Yesterday, Shell’s chemical division reported a $66 million fourth-quarter loss, driven by weak margins and operational hurdles at its $14 billion Beaver County ethane cracker plant complex. Shell CEO Wael Sawan acknowledged the chemicals business is underperforming, making a turnaround a “top priority” for 2026. Although Shell is exploring a sale or joint venture for the Monaca facility due to its geographic isolation and high costs, no specific updates were shared during the latest earnings call. Read More “Shell Weighs PA Cracker Plant Future as Chemical Losses Hit $66M”

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

    PA Senate Passes Bill to Identify, Promote Gas-Fired Power Sites

    February 6, 2026February 6, 2026

    On Wednesday, the Pennsylvania Senate approved Senate Bill (SB) 704, known as the Grid Stabilization and Security Act, sponsored by Republican State Senator Gene Yaw. This legislation directs the Department of Community and Economic Development (DCED) and the Department of Environmental Protection (DEP) to collaborate to identify suitable sites for natural gas-powered electricity generation. By streamlining site preparation, the bill aims to address critical shortfalls in electricity generation on the PJM grid and attract new investment in baseload power, which has stagnated since 2019. Read More “PA Senate Passes Bill to Identify, Promote Gas-Fired Power Sites”

  • CNX Resources | Energy Companies | Industrywide Issues | Litigation | Pennsylvania | Regulation | Washington County

    PA EHB Denies CNX Motion to Dismiss Fracking Well Water Case

    February 6, 2026February 6, 2026

    On February 3, 2026, Pennsylvania’s Environmental Hearing Board (EHB) denied a motion by CNX to dismiss an appeal from James and Barbara Ullom regarding significant water loss on their Washington County property. The Ulloms allege that fracking operations at CNX’s NV110 well pad, located approximately 890 feet from their well, caused their water supply to fail (loss of water). Although the Department of Environmental Protection (DEP) initially found no link, the EHB, a special court that hears appeals of DEP decisions, ruled that the Ulloms had established a prima facie case. A central legal issue remains: whether the Oil and Gas Act’s “rebuttable presumption” of liability applies to water loss or strictly to contamination. Read More “PA EHB Denies CNX Motion to Dismiss Fracking Well Water Case”

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

    Comrade Gov. Josh Shapiro Wants to Take Over Electric Utilities

    February 6, 2026February 6, 2026

    Pennsylvania Governor Josh Shapiro (far-left Democrat) has a plan to address rising electricity costs by “increasing oversight” of investor-owned utilities, which he claims generate “excessive profits” at the expense of Pennsylvania ratepayers. That’s code for take them over and have the government (liberal Dems) run them. Last time we checked, we still live in the USA, land of the free and home of the brave. We don’t live in the USSR. Read More “Comrade Gov. Josh Shapiro Wants to Take Over Electric Utilities”

  • Industrywide Issues | Storage

    Record-High NatGas Withdrawals from Storage for Week Ending Jan 30

    February 6, 2026February 6, 2026

    Winter Storm Fern left a historic chill on the energy market, driving natural gas stocks in the Lower 48 down by 360 billion cubic feet (Bcf) for the week ending January 30, 2026—the largest weekly withdrawal ever recorded in the history of the report. This massive dip, fueled by a “perfect storm” of surging heating demand and weather-related production freezes, exceeded the five-year average by a staggering 89% (170 Bcf) and pushed current inventories 1.1% below the five-year average for this time of year. Read More “Record-High NatGas Withdrawals from Storage for Week Ending Jan 30”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Fri, Feb 6, 2026

    February 6, 2026February 6, 2026

    MARCELLUS/UTICA REGION: Wheeling Area Chamber of Commerce partners with Expand Energy; Groups demand PA action on 8-year-old greenhouse gas petition; WV House of Delegates forms Natural Gas Caucus; OTHER U.S. REGIONS: Colorado regulators may force Civitas to leave Aurora oil in the ground; California lawmakers push new climate lawsuit bill as refiners exit state; New England suffers the cold front of green energy extremism; NATIONAL: U.S. natural gas futures settle higher; Overreliance on renewables leaves Americans out in the cold; Federal science manual – how climate charlatans fool the smartest; Google parent Alphabet spells out spending spree; INTERNATIONAL: Oil settles lower as Iran-US talks ease risk; UK newspaper editorial opposition to climate action overtakes support for first time. Read More “MDN’s Energy Stories of Interest: Fri, Feb 6, 2026”

  • AI | Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    Gov. Shapiro Lays Out 4 Principles to Build Pa. AI Data Centers

    February 5, 2026February 5, 2026
    PA Governor Josh Shapiro

    Liberal Democrat Pennsylvania Governor Shapiro kicked off February by proposing a massively bloated $53.2 billion budget for the 2026-2027 fiscal year—a 5% jump from last year. He aims to fund this bloat with a mix of new revenue streams and making a $4.7 billion withdrawal from the state’s $7.6 billion Rainy Day Fund. Completely irresponsible. He wants to legalize pot smoking and tax slot-like skill games to help raise revenue. Good luck. One aspect of his budget address was noteworthy. He laid out four principles for AI data centers that want to build in the Keystone State. His four principles actually make sense. Of course, the devil will be in the details. So far, these are general guiding principles, “guardrails” if you will, with no real specifics. Read More “Gov. Shapiro Lays Out 4 Principles to Build Pa. AI Data Centers”

  • Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PA Senate Approves Bill to Make Plugging Old O&G Wells Easier

    February 5, 2026February 5, 2026

    The Pennsylvania Senate (controlled by Republicans) recently approved Senate Bill (SB) 712, sponsored by Senators Gene Yaw and Camera Bartolotta, to streamline the plugging of abandoned and orphaned oil and gas wells. By clearly defining “reasonable effort” and “attainable bottom,” the legislation eliminates regulatory ambiguity that has previously caused costly delays and inconsistent inspections from the Department of Environmental Protection. This clarity ensures Pennsylvania can efficiently utilize nearly $400 million in federal funding to address legacy wells, many of which are located near residential areas and schools. Read More “PA Senate Approves Bill to Make Plugging Old O&G Wells Easier”

  • Electrical Generation | Industrywide Issues | Pennsylvania | Regulation | Westmoreland County

    Antis Turn Out at PA DEP Air Permit Hearing for SWPA Power Plant

    February 5, 2026February 5, 2026

    Despite claims by anti-fossil fuelers that the Tenaska Westmoreland Generating Station in southwestern PA would spread disease and death if built, it’s been up and running since 2018, producing power and generating revenue for both its builders and the community. Oh, and everyone is in good health. However, the plant has been operating under a state permit since it opened. It needs a federal Title V permit for long-term operation. The state Department of Environmental Protection (DEP) is the agency that issues such a permit and is proposing to do so, which (of course) has antis’ knickers in a twist. In particular, antis complained that no public complaint sessions were scheduled. They got their wish yesterday. Read More “Antis Turn Out at PA DEP Air Permit Hearing for SWPA Power Plant”

  • Energy Services | Enterprise Products Partners | Ethane | Industrywide Issues | NGLs | Pipelines

    Enterprise M-U Ethane Pipelines to Gulf Coast Increased Volume in 4Q

    February 5, 2026February 5, 2026
    click for larger version

    In the fourth quarter of 2025, Enterprise Products Partners (EPD) demonstrated growth in its Marcellus/Utica (Appalachian) region operations primarily through its Eastern Ethane Pipeline system (ATEX & Aegis) and increased propane demand in the Northeast. While the majority of the partnership’s newest “major” capital projects are concentrated in the Permian Basin, several items were mentioned in the recent 4Q update that specifically impact or reflect the Marcellus/Utica region. Read More “Enterprise M-U Ethane Pipelines to Gulf Coast Increased Volume in 4Q”

  • Anti-Drilling/Fossil Fuel | Industrywide Issues | Litigation | New York | Regulation | Statewide NY

    2nd Circuit Hears Arguments to Overturn NYC, NYS Ban on Gas Hookups

    February 5, 2026February 5, 2026

    In January 2023, New York Gov. Kathy Hochul, a leftist Democrat, floated a plan to ban natural gas hookups in every single new home and business across the “Empire” State (see NY Gov. Hochul Loses Her Mind – Wants to Ban Gas in New Buildings). She even wanted to ban gas in existing homes, but that was too much to stomach even for NY’s left-wing Democrats (see New York Legislators Block Hochul NatGas Ban for Existing Homes). As part of the 2023-2024 budget deal, Hochul got her statewide ban on new hookups (see NY State has Fallen – Gas Stoves & Peaker Plants Banned in Budget). So, beginning Jan. 1, 2026, new homes (or businesses) in New York State were scheduled to be banned from connecting to an existing natural gas pipeline system. Except Hochul backpeddled, using a lawsuit as an excuse to delay implementing the new law (see NY’s Jan. 1 Ban on New Gas Hookups Delayed by Lawsuit). The Second Circuit heard arguments in the case last Friday. Read More “2nd Circuit Hears Arguments to Overturn NYC, NYS Ban on Gas Hookups”

  • CNX Resources | Electrical Generation | Energy Companies | Industrywide Issues

    Nick Deiuliis: 7 Days in January That Exposed PJM Grid Truths

    February 5, 2026February 5, 2026
    Nick Deiuliis

    One of our favorite Marcellus drilling CEOs has been Nick Deiuliis, CEO of CNX Resources from 2014 until he retired at the end of 2025. Nick remains on the Board of CNX. He has been and continues to be an active author, writing about energy issues. Nick has a brilliant post on LinkedIn about the recent Winter Storm Fern and what it reveals about the energy sources powering the PJM Interconnection grid. Nick points out that the PJM grid survived record-breaking demand through the reliability of traditional energy. Natural gas, nuclear, and coal provided over 90% of total generation, with gas acting as the primary workhorse and nuclear providing a steady baseload. Conversely, solar and wind struggled, contributing less than 5% combined due to weather-induced failures like snow-covered panels and erratic winds. Read More “Nick Deiuliis: 7 Days in January That Exposed PJM Grid Truths”

  • Anti-Drilling/Fossil Fuel | Energy Companies | EQT Corp | Expand Energy | Industrywide Issues

    Antis Ignore Huge Natural Methane Leaks to Focus on Tiny M-U Leaks

    February 5, 2026February 5, 2026

    Anti-fossil fuelers, using one of their favorite mainstream media sources (the Financial Times of London), claim that satellite data revealed over 20 massive methane “super-emitter” plumes linked to EQT Corp. and Expand Energy in the Appalachian Basin between 2024 and 2025. These events, which exceed 100kg per hour, challenge the companies’ claims of low emission intensity and effective mitigation. EQT rightly disputes the findings. So-called environmental “experts” emphasize that actual emissions often surpass industry reports. The antis say that given methane’s potency in trapping heat, these recurring leaks from major U.S. producers underscore the urgent need for infrastructure upgrades and more transparent monitoring to meet global climate goals. The thing is, these same antis ignore 79% of global methane emissions (40% of which is natural, from the Earth itself) to focus on just 21% of the “problem,” illustrating the hypocrisy of the environmental left. Read More “Antis Ignore Huge Natural Methane Leaks to Focus on Tiny M-U Leaks”

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