CNX Shops Land Over Former Coal Mine in SWPA for AI Data Center
CNX Resources is partnering with Chicago real estate giant JLL to market and lease the 1,500-acre Zediker Station site in South Strabane Township, about 20 miles south of Pittsburgh. The property offers 400 buildable acres, access to natural gas reserves and ample water, and features a unique, carbon-neutral power solution. The companies are pitching Remediated Mine Gas (RMG)—methane captured from coal mine ventilation systems—which, when blended with traditional natural gas, can achieve carbon-neutral power generation for a potential data center. Read More “CNX Shops Land Over Former Coal Mine in SWPA for AI Data Center”
The Pennsylvania Energy Ecosystem Conference was held yesterday at Washington & Jefferson College’s Center for Energy Policy and Management in conjunction with the Central Appalachian Partnership for Carbon Storage Deployment. The event featured industry leaders, policymakers, and other experts. We’re not sure what the focus of the event was last year, but the star of this year’s conference was natural gas, and, to a lesser extent, coal. In other words, fossil fuels took center stage. 
In two weeks, all Pennsylvania voters will have the opportunity to vote on whether to “retain” (elect for another 10 years) three radical-left Democrat State Supreme Court justices. Justices Christine Donohue, Kevin Dougherty, and David Wecht were all elected as Democrats in 2015, and their party has held a majority on the state’s high court since. They have made many decisions that are activist and favor the Democrat Party at the expense of ordinary residents of the state. It’s time for them to go. We have a couple of very good reasons why you (if you live in PA) should vote “no” on retention: Their votes in two cases have fundamentally damaged the Marcellus industry in the state. 
Venture Global is building a new LNG export facility in Plaquemines Parish, Louisiana, approximately 20 miles south of New Orleans. When fully complete, Plaquemines LNG’s nominal capacity will be 2.6 Bcf/d (3.2 Bcf/d peak). The first portion of the new plant came online in December when it officially shipped its first cargo to Germany. Venture Global said that it would (as it did with the Calcasieu Pass facility it previously built) pretend that Plaquemines LNG is not “commercially ready” while shipping all sorts of LNG cargoes around the world. The practice allows the company to cream the market and make more money for the first couple of years (see 
OTHER U.S. REGIONS: Richard Ellenbogen on recent NYISO reliability concerns; Still more Gulf Coast natural gas storage capacity is on the way; LNG buildout leaves room for both Permian, Haynesville; NATIONAL: U.S. natural gas price adds to weather-driven gains; Natural gas is on the move – why brokers should pay attention; U.S. LNG feedgas demand rises above last year’s winter numbers; Balderson introduces bill to unleash American energy, guarantee U.S. energy security; Natural gas may save US producers as oil falls; INTERNATIONAL: Oil price rises on U.S. reserve refill; U.S. energy shift offers economic hope to global south. 
The front-month NYMEX natural gas futures price soared yesterday (the biggest one-day increase in more than three months), closing up +0.389 (+12.93%) at $3.397/MMBtu. Why? In a word, weather. The price jumped based on forecasts for much colder weather and higher heating demand over the next two weeks than previously expected. Also playing a role is a decline in natural gas output this month and near-record flows of gas to LNG export plants. LSEG (London Stock Exchange Group) said average gas output in the Lower 48 states fell to 106.6 billion cubic feet per day (Bcf/d) so far in October, down from 107.4 Bcf/d in September and a record monthly high of 108.0 Bcf/d in August. 
The U.S. Army Corps of Engineers has proposed new permitting processes in West Virginia and Ohio that would allow certain fossil fuel projects to be built through wetlands and streams without a public comment opportunity. The proposals would allow mines, natural gas pipelines, hydropower dams, and other energy infrastructure projects in WV and OH to proceed using two simplified permits: “letters of permission” and “regional general permits.” For these projects, water pollution impacts must be limited to 2 acres or less for a letter of permission and 1 acre or less for a regional general permit. This action has the potential to speed up new natural gas pipeline projects in the Marcellus/Utica region. 
Earlier this morning, National Fuel Gas Company, a large utility company headquartered in the Buffalo, NY area with both upstream and midstream subsidiaries (Seneca Resources and NFG Midstream), announced a deal with CenterPoint Energy to acquire CenterPoint’s Ohio natural gas utility business (CNP Ohio) for $2.62 billion. The deal includes 5,900 miles of distribution and transmission pipelines and serves approximately 335,000 residential, commercial, industrial, and transportation customers that consume approximately 60 Bcf of natural gas per year. The deal significantly increases NFG’s gas utility customer base, from roughly 750,000 to well over 1 million. 
In April, MDN told you about a new greenfield expansion of Kinder Morgan’s Elba Express pipeline into South Carolina to serve growing demand for natural gas in the state (see 
How many articles have we written about the connection between Pennsylvania’s ill-advised quest to become a member of the Regional Greenhouse Gas Initiative (RGGI) and the high cost of electricity? Dozens of articles, for sure. Former PA Governor Tom Wolf attempted to force the state to join the RGGI carbon tax scheme unilaterally. Republicans in the Senate sued to block it, as the legislature is the proper branch of government with the power to tax, not the executive. Wolf’s successor, Josh Shapiro, appealed a Commonwealth Court decision in favor of the Republicans to the PA Supreme Court, where the case now sits, waiting for a decision (after the election). 
BP recently won a victory in an arbitration lawsuit against Venture Global’s Calcasieu Pass (CP) LNG for not selling contracted LNG deliveries in a timely fashion (see 
The Baker Hughes U.S. national rig count has been bumpy for the past couple of months, up some weeks, down others, but mostly down overall. Last week, we resumed adding rigs, bringing the national count up by one to 548. Rigs in the Marcellus/Utica stayed the same last week at a combined 37 rigs. Pennsylvania remained unchanged at 17 active rigs. Ohio was the same at 13 rigs. And West Virginia maintained its 7 rigs, which it has operated since May 30. The Marcellus had 23 rigs and the Utica 14. 
On September 29, some 105 Democrat state legislators from 10 states across the PJM Interconnection region released a joint letter urging PJM to take immediate action to accelerate the deployment of unreliable renewable energy projects—to favor unreliable renewables over fossil fuels. The letter, organized by the partisan left-wing National Caucus of Environmental Legislators (NCEL), highlights urgent concerns about grid reliability, rising energy costs, and recent federal actions against renewable energy. A group of Pennsylvania Republican legislators responded with their own letter asking PJM to disregard the lunatic letter from NCEL. 
Two separate reports released last week from the New York Independent System Operator (NYISO), the entity in charge of the state’s electric grid, warn of coming blackouts in New York City without “several thousand megawatts of new dispatchable generation within the next ten years” added to the grid. Starting next summer, NYISO anticipates its reliability margins in NYC will be “dangerously thin,” making the grid more vulnerable to failures. This is not the first time NYISO has warned the state it’s on a razor’s edge and heading for blackouts. Yet NY’s Democrat politicians ignore the warnings and insist on pushing unreliable renewables.