Study Shows Urgent Need for Gas-Fired Power for AI Data Centers
The American Energy + AI Initiative, a collaboration between the Hamm Institute and the American Energy + AI Coalition, held a summit on Monday in Washington, D.C., to address the urgent need for firm power to sustain the rapid growth of Artificial Intelligence (AI) in the U.S. Cabinet officials, including DOE Secretary Chris Wright, and industry leaders, discussed concrete steps to modernize federal tools and accelerate power production. During the summit, a new study was released (full copy below) emphasizing that America’s ability to lead in AI depends on quickly building reliable energy and highlighted the immediate need for more natural gas to meet the massive, unexpected demand from data centers. Read More “Study Shows Urgent Need for Gas-Fired Power for AI Data Centers”
MARCELLUS/UTICA REGION: Ohio natural gas plant purchase approved for Indiana Michigan Power; OTHER U.S. REGIONS: New York Gov. Hochul gets a message – legalize natural gas!; NATIONAL: U.S. natural gas price gains ahead of inventory data; US risks winter blackouts on data center demand; U.S. propane stays well supplied as export strength levels off; INTERNATIONAL: Oil falls on rising fuel stocks. 
In May, pipeline giant Williams filed a request with the Federal Energy Regulatory Commission (FERC) to expedite the reissuance of a certificate for the Northeast Supply Enhancement (NESE) project, a $1 billion+ project designed to increase Transco pipeline capacity and flows of Marcellus gas heading into New York City and other northeastern markets (see 
In July, MDN told you that Talen Energy, a leading energy producer in the U.S., which owns and operates approximately 10.7 gigawatts (GW) of power infrastructure, had announced the acquisition of two gas-fired power plants: one located near Wilkes-Barre in northeastern Pennsylvania, and the other in Guernsey County, in eastern Ohio (see 
Last week, MDN warned you that the enviro-left that opposes fracking and shale energy in Pennsylvania (because they have an irrational hatred of fossil fuels) has morphed into opposing data centers, because data centers need lots of electricity and the only practical way of providing that power is via natural gas-fired power plants (see 
Bridger Photonics, the self-proclaimed “industry leader in methane emissions data,” announced expanded capabilities that enable both source-level (Level 4) and site-level (Level 5) methane measurement under the UN’s OGMP 2.0 framework. Bridger is headquartered in Montana and has developed a methane detection technology that is used by some of the biggest drillers in the Marcellus/Utica, including EQT, Expand Energy, Ascent Resources, Diversified Energy, and Repsol (
Finally! For years, going back to the administration of Lord Obama, the radical left has tried to redefine the “waters of the United States” (WOTUS). See our 
The NYMEX “front month” futures price for natural gas took a dive yesterday, down 20.5 cents (4.5%) in a single day. The price remains firmly in the $4 range, closing at $4.361 per million British thermal units (MMBtus). We thought it would be a good time to check in on the price—what the futures price has been doing, and what the spot/physically traded price in the Marcellus/Utica region has been doing. We can sum up why the price tanked yesterday in a single word: weather. Expanding on that just a bit, NOAA (the National Oceanic and Atmospheric Administration) released its 6-10 Day and 8-14 Day Temperature Outlook graphics yesterday, showing most of the country (in particular the Northeast) will experience warmer than average temperatures for 6-10 days, with the Northeast experiencing warm temperatures all the way through the end of this month and into December. 
On Monday, nine so-called “climate defenders” (we call them wackadoodles) from the Don’t Destroy Our Future and youth activists from Sunrise Movement were charged with obstruction of free passage after holding a sit-in protest inside Connecticut Governor Ned Lamont’s office. Approximately 30 protesters were demonstrating against what they call the governor’s plan to approve new methane gas construction, specifically citing opposition to a natural gas compressor station expansion in Brookfield and a plan to update the Capitol Area System with methane boilers. From the images we observed, most of the protesters were old hippies. 
Net Power, backed by the Rice brothers (of Rice Energy and EQT fame), is on a mission to develop and deploy revolutionary new technology to capture every last molecule of carbon dioxide from natural gas-fired power plants (see 
Those who support natural gas and who live (and work) in Virginia apparently labor under a serious delusion: That far-left Democrat Governor-elect Abigail Spanberger will support expanding (or even the continued use of) natural gas in the state. On the campaign trail in August, Spanberger said that natural gas is going to “be part of the energy mix into the future.” And people actually believed her. Suckers. Those who support natgas are reminding Spanberger of her promise regarding natgas. And now that she’s been elected? “Spanberger’s campaign did not return a request for comment on the future of natural gas in Virginia.” She’s ghosting natgas supporters. Suprised? We aren’t.