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  • Best of the Rest

    MDN’s Energy Stories of Interest: Fri, Jan 30, 2026 [FREE ACCESS]

    January 30, 2026January 30, 2026

    MARCELLUS/UTICA REGION: Meeting set to air concerns about proposed Homer City power plant and data center; OTHER U.S. REGIONS: Petroleum electricity generation surpassed natural gas in New England during winter storm; New England’s clean energy connect provided little power during the storm; New England would save billions by replacing mandated renewables with nukes and natgas; Poll finds New England women feel misled about climate policies; Galveston LNG Bunker Port teams up with TOTE to build Jones Act bunker fleet; N.J. Gov. Mikie Sherrill issues state of emergency on energy costs; It’s a new heyday for gas thanks to data centers; NATIONAL: USA crude oil stocks drop week on week; Real environmental crisis is not climate change; House Judiciary Committee escalates climate litigation probe; Prediction of liquid accumulation in a shale gas pipeline; INTERNATIONAL: Brent settles above $70 as Iran tensions rise; Guardian questions plastic science, sparking activist feud; France’s Rhone gas pipeline expects full restart later this year. Read More “MDN’s Energy Stories of Interest: Fri, Jan 30, 2026 [FREE ACCESS]”

  • CNG/LNG | Exporting | Industrywide Issues

    Man Bites Dog: Elba Island & Cove Point *Import* LNG from Trinidad

    January 29, 2026January 29, 2026

    Here’s an unusual turn of events. During the recent cold snap and winter storm, the Cove Point LNG export facility (in Maryland) and Elba Island (in Georgia) stopped exporting LNG and instead *imported* LNG—from Trinidad and Tobago. They aren’t the only ones. The Everett LNG import facility off the coast of Boston and Canaport in New Brunswick, Canada, also imported Trinidad LNG cargoes. What the heck is going on here? We’ll explain. Read More “Man Bites Dog: Elba Island & Cove Point *Import* LNG from Trinidad”

  • Anti-Drilling/Fossil Fuel | Energy Services | Industrywide Issues | New York | Pipelines | Regulation | Statewide NY | Williams

    History Repeats: NY DEC Asks FERC to Reject Constitution Pipeline

    January 29, 2026January 29, 2026

    Reverting back to true form by obsequiously bowing to environmental extremists, New York Governor Kathy Hochul ordered her lapdogs at the state Department of Environmental Conservation (DEC) to log an objection with the Federal Energy Regulatory Commission (FERC) to a request by Williams to resurrect the Constitution Pipeline project. Even though Hochul bartered a deal with President Trump to allow this pipeline (see Trump Deal Trades NY Offshore Wind for Constitution, NESE Pipes). The Constitution is a 124-mile pipeline from the Marcellus gas fields of Susquehanna County, PA, to Schoharie County, NY, to move Marcellus gas into New York State and New England. Read More “History Repeats: NY DEC Asks FERC to Reject Constitution Pipeline”

  • AI | Energy Companies | Expand Energy | Industrywide Issues

    AI Comes to Expand Energy’s Marcellus Wells in Pennsylvania

    January 29, 2026January 29, 2026

    Baker Hughes has signed a multi-year agreement with Expand Energy, North America’s largest natural gas producer, to deploy its Leucipa™ AI-powered production solution across thousands of U.S. wells. This collaboration focuses on optimizing operations in the Marcellus, Utica, and Haynesville shales using data-driven insights and “Lucy,” a generative AI production assistant. Leucipa will make Expand’s operations more efficient and reliable by streamlining field decision-making and forecasting. AI comes to the shale fields of the Marcellus/Utica! Read More “AI Comes to Expand Energy’s Marcellus Wells in Pennsylvania”

  • Commodity Price | Industrywide Issues

    Short Squeeze: NYMEX NatGas Up Another 50.6 Cents to $7.46/MMBtu

    January 29, 2026January 29, 2026

    A pretty unique situation is happening with the price of natural gas, both the NYMEX futures price and the spot (cash) price. Yesterday was the last day for the NYMEX February contract as the “front month.” The price, already high, rose further, adding 50.6 cents from the previous day to close at $7.46 per million British thermal units (MMBtu). It is the highest settlement value since Wednesday, Sept. 21, 2022. However, yesterday the physical spot (cash) price for natural gas crashed back down to earth. The benchmark Henry Hub lost about 75% of its value yesterday. Today, the March NYMEX contract becomes the “front month.” As of this morning, the March contract is trading around $3.80/MMBtu. The reason the NYMEX soared again yesterday was a short squeeze. Read More “Short Squeeze: NYMEX NatGas Up Another 50.6 Cents to $7.46/MMBtu”

  • Electrical Generation | Industrywide Issues

    Fuel Cells May Offer Alternative to Gas-Fired Power in Some Cases

    January 29, 2026January 29, 2026
    fuel cell diagram

    Natural gas-fired power plants are the workhorse (#1) producer of electricity in the U.S. Roughly 40% of all electricity produced in this country comes from burning natural gas. However, gas-fired power has emissions (other than carbon dioxide) that make it not the best fit for urban areas. Officials in Connecticut have found an alternative to gas-fired power. The alternative is a fuel cell, which also uses natural gas but doesn’t burn it. In Bridgeport, Connecticut, developers are repurposing contaminated brownfield sites for fuel cell energy facilities, exemplified by Dispatch Energy’s new 4-megawatt plant at the former Bunnell Block. The average Combined-Cycle Gas Turbines (CCGT) produces 500-1,000 MW of electricity. Simple-Cycle Combustion Turbines (SCGT) or “Peakers” often produce 50-150 MW. So, the fuel cell alternative at just a few megawatts is much smaller. However, fuel cells, with very little emissions, can work well in urban areas. Read More “Fuel Cells May Offer Alternative to Gas-Fired Power in Some Cases”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Thu, Jan 29, 2026 [FREE ACCESS]

    January 29, 2026January 29, 2026

    MARCELLUS/UTICA REGION: Powering Pennsylvania in the ‘demand decade’; OTHER U.S. REGIONS: Freeport LNG mulls rescheduling cargoes as heating demand surges; Exxon begins commercial CCS project with CF industries in Louisiana; NATIONAL: Coal-fired generation rose to meet demand during Winter Storm Fern; Winter storm wrecks power lines as hundreds of thousands are still without power; Democrats must learn to say ‘all of the above’ on energy; US crude, natural gas production recover after winter storm ravages output; Climate alarmists are often wrong but never in doubt; US shale production could fall by 400,000 barrels per day if prices dip to $40 a barrel; Energy wisdom needed with candidates running for public office; INTERNATIONAL: Trump Iran threat pushes oil higher; Europe likely to remain a key outlet for U.S. LNG. Read More “MDN’s Energy Stories of Interest: Thu, Jan 29, 2026 [FREE ACCESS]”

  • AI | Baker Hughes | Electrical Generation | Energy Services | Industrywide Issues

    Baker Hughes: $3B Data Center Bet Boosts Marcellus/Utica Gas

    January 28, 2026January 28, 2026

    Oilfield services giant Baker Hughes (BKR), a company with its fingers in many different energy pies (not just OFS) and operations in over 120 countries worldwide, issued its fourth-quarter 2025 update last week. We scoured the update, the conference call, and the latest slide deck. The company did not explicitly mention the Marcellus or Utica shale regions. However, several items from the update directly impact the outlook for the M-U region. Read More “Baker Hughes: $3B Data Center Bet Boosts Marcellus/Utica Gas”

  • CNG/LNG | Exporting | Industrywide Issues | Pipelines

    Winter Storm Stops Nearly All Feedgas to Cove Point, Elba Island

    January 28, 2026January 28, 2026

    Winter Storm Fern triggered a sharp decline in U.S. LNG feedgas demand, which plummeted to 11.5 Bcf/d on Sunday from a previous weekly average of 17.2 Bcf/d. The storm caused production freeze-offs and price spikes, forcing Elba Island to shut down, and Cove Point inflows fell below 0.2 Bcf/d. Sabine Pass and Freeport (along the Gulf Coast) were down 50% and 30%, respectively. Read More “Winter Storm Stops Nearly All Feedgas to Cove Point, Elba Island”

  • Energy Companies | EQT Corp | Pennsylvania | Washington County

    EQT CEO Toby Rice Shows How NatGas Keeps Flowing During Snow, Cold

    January 28, 2026January 28, 2026

    Last weekend, EQT CEO Toby Rice showcased the shale gas industry’s resilience during a major winter storm, taking to social media to highlight field efforts to maintain natural gas production at a well pad in Washington County. Despite record price spikes and the looming threat of “freeze-offs,” major producers like EQT, Range Resources, and CNX currently report stable operations. With natural gas fueling 40% of the PJM grid, maintaining pipeline pressure is critical to preventing regional power outages. Industry leaders emphasize that proactive winterization and dedicated crews are essential to ensuring energy security and keeping furnaces running during extreme cold. Read More “EQT CEO Toby Rice Shows How NatGas Keeps Flowing During Snow, Cold”

  • Industrywide Issues | Pennsylvania | Regulation | Statewide PA

    PA DEP Celebrates Ending Permit Backlog, Creates New Bureaucracy

    January 28, 2026January 28, 2026

    In 2025, the Pennsylvania Department of Environmental Protection (DEP) achieved “historic success” by eliminating a longstanding permit backlog of over 2,400 applications. The DEP acted on more than 40,000 permits and conducted 116,364 inspections to ensure environmental safety. Key initiatives included the launch of the Streamlining Permits for Economic Expansion and Development (SPEED) program. The DEP is celebrating its success by creating a brand new bureaucracy: the Bureau of Permitting Coordination. Kind of a bureau of coordinating bureaus. (You know, the word bureaucracy comes from bureau, meaning a government department, and cracy, meaning rule. Literally, to be ruled by government bureaucrats who are not elected.) Read More “PA DEP Celebrates Ending Permit Backlog, Creates New Bureaucracy”

  • Chautauqua County | Economic Impact | Electrical Generation | Energy Services | Industrywide Issues | New York | NRG Energy

    It’s Time to Use Natural Gas To Repower Dunkirk, NY Power Plant

    January 28, 2026January 28, 2026

    In an op-ed appearing in the Jamestown Post-Journal, New York State Senator George Borrello argues that New York’s energy crisis, marked by potential blackouts and high costs, stems from the politically motivated closure of facilities like the Dunkirk NRG plant. Initially promised a natural gas conversion, the plant was shuttered, forcing the state to import power and damaging the local economy. Borrello contends that while nuclear energy is a viable long-term goal, the state must immediately embrace natural gas to restore energy independence. He urges Governor Hochul to bypass radical interests and reopen the Dunkirk plant to provide reliable, affordable power and vital tax relief for Chautauqua County. Read More “It’s Time to Use Natural Gas To Repower Dunkirk, NY Power Plant”

  • Electrical Generation | Industrywide Issues | Regulation

    PJM Scrambles to Prevent Blackouts Amid Record Energy Surge

    January 28, 2026January 28, 2026

    To manage a historic surge in electricity demand caused by an arctic chill, PJM Interconnection has issued maximum generation alerts across 13 states. The regional grid operator anticipates record-breaking winter peaks, prompting calls for deferred maintenance and the potential deployment of backup power from data centers. While utilities in Western Pennsylvania, such as FirstEnergy and Duquesne Light, report stable operations, PJM is preparing industrial customers for demand response programs to reduce usage. In response, U.S. Steel has already increased internal power generation to reduce grid strain. These proactive steps aim to ensure regional reliability amid persistent extreme temperatures throughout the week. Read More “PJM Scrambles to Prevent Blackouts Amid Record Energy Surge”

  • Industrywide Issues | LDCs

    Screwed-Up Mass. to Charge Interest on Reduced Gas & Elec Bills

    January 28, 2026January 28, 2026

    We simply could not believe this when we read it. We had to re-read it several times to be sure our eyes weren’t lying. Massachusetts Governor Maura Healey is responsible for blocking new natural gas pipelines from entering her state, as she previously bragged but then denied (see Mass. Gov. Again Changes Story re Blocking Two NatGas Pipelines). The lack of sufficient natgas supplies in the state has come home to roost in two ways. First, there’s not enough natural gas for those who use it for heating, so the price of natgas goes through the roof during the winter, especially when there’s a major cold snap and a storm like Fern. Second, there’s not enough natural gas to keep the state’s still-operating gas-fired power plants running, so electricity costs go through the roof, too. Read More “Screwed-Up Mass. to Charge Interest on Reduced Gas & Elec Bills”

  • Best of the Rest

    MDN’s Energy Stories of Interest: Wed, Jan 28, 2026 [FREE ACCESS]

    January 28, 2026January 28, 2026

    MARCELLUS/UTICA REGION: Efforts to kill PA’s gas industry disguised as environmental protection; How WV natural gas development benefits local communities; OTHER U.S. REGIONS: Woodside provides 4Q update for Louisiana LNG project; Virginians can expect to see electricity costs skyrocket by $1,100 per household; Tractor-trailer carrying LNG overturns in Maryland; NATIONAL: U.S. natural gas extends weather-driven rally; Alpha Generation advances commitment to long-term contracting efforts; Data centers are the physical internet; Big Banker Larry Fink abandons renewables for AI; M&A – Rise of the oil and gas serial acquirer; Democrats are shying away from climate messaging; INTERNATIONAL: Crude gains as geopolitical risks grow; EU warns against over-reliance on USA gas; Mexico shelves planned shipment of oil to Cuba. Read More “MDN’s Energy Stories of Interest: Wed, Jan 28, 2026 [FREE ACCESS]”

  • Commodity Price | Industrywide Issues | Weather

    Through the Roof: Winter Storm, Bitter Cold Drive NYMEX to $6.80

    January 27, 2026January 27, 2026

    Yesterday, the natural gas price rocketship continued its flight into the stratosphere. U.S. natural gas futures soared Monday, with the front-month contract surging to a three-year high, closing at $6.80/MMBtu, as winter storm Fern swept across the country, driving up heating demand and threatening supply. Spot prices are literally through the roof, spiking to levels we’ve not seen in years. The deep freeze continues through the eastern half of the country at least until Feb. 9, according to NOAA’s temperature outlook. However, there are signs that a “sharp collapse” may soon unfold. Read More “Through the Roof: Winter Storm, Bitter Cold Drive NYMEX to $6.80”

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