MDN’s Energy Stories of Interest: Fri, Nov 21, 2025 [FREE ACCESS]
OTHER U.S. REGIONS: Texas gains primacy to lead in carbon capture and storage; Maura Healey deflects blame for soaring energy bills; NATIONAL: U.S. natural gas futures retreat on weather data; Natural gas price continues to consolidate; USA crude oil stocks drop by 3.4 million barrels WoW; FERC explores blanket authorizations for LNG, hydroelectric; How tariffs are impacting the U.S. oil and gas industry; As US expands NLG exports, fractionation capacity risk emerges; INTERNATIONAL: Oil slips as peace talks advance; Norway gas output hits six-month high; Colombia urges world to quit fossil fuels as its own effort founders. Read More “MDN’s Energy Stories of Interest: Fri, Nov 21, 2025 [FREE ACCESS]”



Diversified Energy, which owns significant assets in the Marcellus/Utica region (and other regions, too), issued its third quarter update earlier this month. The company owns approximately 8 million acres of leases with close to 70,000 oil and gas wells, mostly conventional wells (by number of wells). However, the company now produces 41% of its production from shale wells, meaning the blend of assets has changed over time. The company’s business model is to buy already-drilled, lower-producing wells on the cheap and find ways to make them more productive. They do a great job at it. Diversified also owns midstream (pipeline) assets, as well as a well-plugging subsidiary, Next LVL. What does the 3Q25 update show? The company produced 1,127 MMcfe/d (74% natural gas, 13% NGLs, and 13% oil). That’s up a huge 36% increase over 3Q24!
In honor of the new Wizard of Oz movie coming this week: “Lions and tigers and bears, oh my!” The environmental left version of that is, “Fossil fuels, fracking, and data centers, oh never!” Just yesterday, we outlined a trend we see in Pennsylvania (and on the national level): anti-fracking groups morphing into anti-data center groups (see
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. 
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 