UAE Closes on Minority Stake in Rover Pipeline, Ohio River System
The Abu Dhabi (United Arab Emirates) investment group 2PointZero, via its subsidiary ePointZero, closed on its deal to acquire U.S. natural gas infrastructure firm Traverse Midstream Partners for $2.25 billion. This acquisition includes stakes in the Rover Pipeline and Ohio River System, which connect the productive Utica/Marcellus shale region to major demand centers and export hubs. The all-cash transaction gives the Abu Dhabi-based energy infrastructure platform a 35% non-operated stake in the Rover Pipeline and a 25% interest in the Ohio River System (ORS), both of which are operated by Energy Transfer. Read More “UAE Closes on Minority Stake in Rover Pipeline, Ohio River System”
There’s been a change in the Marcellus/Utica. Despite fewer visible rigs and water trucks across Pennsylvania, the Marcellus Shale isn’t declining—it’s maturing. Counting wells or permits no longer measures success, because fifteen years of learning have made modern wells dramatically more productive. Longer laterals, better geologic mapping, and refined completion techniques enable operators to produce more gas from fewer wells, reducing land disturbance, road construction, and traffic while improving economics. This shift from expansion to optimization arrives as demand surges from manufacturing, LNG exports, and AI data centers. For Appalachian communities, the takeaway is clear: the Marcellus isn’t slowing down—it’s getting better. 
MARCELLUS/UTICA REGION: Data center hysteria in Pennsylvania; OTHER U.S. REGIONS: Why New York’s data center moratorium feels all too familiar; Trump skewers Hochul’s ban of data centers in NY as ‘terrible decision’; NATIONAL: U.S. natural gas futures inch up ahead of storage data; Waning heat in forecast sends physical natural gas prices lower; Elon Musk bought a gas turbine company; How gas and power markets are inextricably linked in 2026; Gas plant acquisitions remain well below newbuild costs; False optimism, broken promises of wind and solar advocates; Socialist candidates want to resurrect Green New Deal corpse; INTERNATIONAL: Oil narrowly extends gains as US launches fresh Iran strikes; Asian oil refiners scoop up US crude as Iran war intensifies. 
After months of deliberation, Steubenville (Jefferson County), Ohio, City Council voted to accept a bid and proceed with leasing the city’s mineral rights to the oil and gas industry, including areas near residential neighborhoods and Beatty Park. Some residents voiced strong opposition, citing threats to the park’s ecosystem, health concerns, and insufficient public involvement, urging the council to reject bids or form a resident-inclusive committee. Fourth Ward Councilman Royal Mayo voted against it, questioning fracking’s health effects. First Ward Councilman David Albaugh supported it, noting that surrounding areas are already fracked and that no well pad would be built in Steubenville. The money (over $1 million!) is expected within 90 days. 
What a disappointment. We don’t know why, but at yesterday’s U.S. House Committee on Transportation and Infrastructure meeting on the Water Resources Development Act (WRDA), an amendment to overturn the Delaware River Basin Commission’s (DRBC) authority to ban fracking was NOT introduced. The WRDA passed and now goes to the House for a vote — without the amendment that would have overturned the DRBC frack ban, which illegally strips landowners’ property rights in Wayne and Pike counties (in Pennsylvania). The only conclusion we can draw is that the Republican leadership, for whatever reason, didn’t want it attached to the bill. Meaning they caved. Again, what a disappointment. 
Northeast natural gas demand could rise by up to 10 Bcf/d by the early 2030s, supported by power generation, LNG, industrial growth, and advancing pipeline projects. Tudor, Pickering, Holt & Co. (TPH) says regional operators increasingly expect 5–8 Bcf/d of growth by 2030, although the firm models only 3 Bcf/d. The interesting aspect of TPH’s prediction is *where* the increase in gas supply will come from, and which drillers will most likely provide it. 
Last year, we reported on a Pennsylvania Supreme Court decision issued in the case of Commonwealth of Pennsylvania, Pennsylvania Game Commission v. Thomas E. Proctor Heirs Trust (see 
New York Governor Kathy Hochul yesterday had the ignominious distinction of signing an Executive Order establishing the nation’s first statewide moratorium on new hyperscale data centers, temporarily pausing state environmental permit issuance for up to 1 year. New York is CLOSED for business. We wonder if this decision jeopardizes a $100 BILLION project in the Syracuse area: a new chip-making plant by Micron. The Micron plant will build the chips used by hyperscale data centers — the same data centers Hochul just banned. How’s that for a kick in Micron’s teeth? 
A little over two weeks ago, MDN reported that THE Delaware Riverkeeper was sounding the alarm (the perennial “sky is falling” group) that the Penn America LNG export facility had come back to life and is planning a new LNG export project near Philadelphia (see 
The far-left activists who occupy and control the Delaware River Basin Commission (DRBC) are shocked and dismayed that their iron grip on power is slipping away. As we reported yesterday, Congress is close to adopting an amendment to the federal Water Resources Development Act (WRDA) that would block the DRBC and its sister organization, the Susquehanna River Basin Commission (SRBC), from banning hydraulic fracturing (and shale drilling) within their respective jurisdictions (see 
Pipeline giant Williams announced a $5.34 billion investment led by Blackstone Credit & Insurance, in partnership with Apollo and KKR, to fund its five behind-the-meter Power Innovation projects: Socrates, Apollo, Aquila, Socrates the Younger, and Neo. All five projects are located in Ohio and will use Utica (or Marcellus) shale gas. In exchange for the money, the investors receive a 49% noncontrolling ownership stake, while Williams retains 51% ownership and operational control, plus a buyout right between years 7 and 14. While the headline numbers focus on high-finance metrics, the practical, on-the-ground effect of this deal directly reshapes the Appalachian natural gas landscape, pipeline dynamics, and the regional race to power the AI-driven data center boom. 
Four Washington County, Ohio, Class II injection wells voluntarily stopped operating July 1-2 after state regulators from the Ohio Department of Natural Resources (ODNR) said they may be affecting nearby oil and gas production wells. The wells are Redbird Nos. 4 and 5, American Growers No. 1, and Nichols No. 1-A, although the Nichols owner disputed that operations had ceased at that well. ODNR and operators will develop corrective plans, while a third-party consultant examines nearby private water wells. Activists want broader, long-term groundwater testing, noting that Redbird No. 4 waste has previously migrated more than 5 miles underground. It’s important to note that the alleged migration of fluids affected other (conventional) oil and gas wells, NOT water wells. 
An important (precedential) court ruling to alert Pennsylvania surface (and mineral rights) owners to. The Pennsylvania Superior Court ruled earlier this month that an oil-and-gas mineral rights owner does not have an automatic, unrestricted right to place a well on a separately owned surface estate. When the deed or lease contains no express surface-access right, the mineral owner must establish that using that surface is “strictly necessary”—not merely reasonable—to reach and develop the underlying oil and gas. The case in question concerns land in Westmoreland County but will almost certainly apply to other locations as well. 
Energy Transfer has asked the Pennsylvania Public Utility Commission (PUC) to restructure and dissolve the Sunoco Pipeline Company, separating its pipeline assets between two new entities. Energy Transfer NE NGL Pipelines LLC would own and operate the Mariner East system and other natural gas liquids pipelines, while Energy Transfer RP Pipelines LLC would control refined petroleum product pipelines. The proposal also would transfer Sunoco’s public utility operating certificates. Formal protests and intervention petitions are due July 27, 2026.