Mercer County, PA Gears Up to Benefit from Shell Cracker
“One word: Plastics” (The Graduate) – Mercer County, which is two counties and 50 miles north of Beaver County (located along the border with Ohio) is making plans now for how their county to grab some of the “low hanging fruit” that will appear when the Shell ethane cracker in Beaver County goes online in the early 2020s. You read that right. NOW is the time for counties in the region to make plans and set those plans in motion to attract some of the numerous businesses that will set up shop to be close to the cracker plant. Mercer County officials recently attended a forum where the topic was ancillary development that will happen because of the cracker plant. What is the low hanging fruit that will magically appear with the cracker? Manufacturing–and the jobs that go with it. In particular, manufacturing and jobs in the plastics industry. A regional trade organization–Penn-Northwest Development Corp.–is planning to hit the plastics industry trade shows this year. Penn-Northwest is working with counties like Mercer to help them market themselves to plastics manufacturers…
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MDN previously highlighted news from a relatively new company called American Energy Partners, Inc., based in Allentown, PA, and their subsidiary company Gilbert Oil & Gas (
North Carolina has a Democrat governor. The state Dept. of Environmental Quality (DEQ) is an executive branch agency. So it’s no surprise to learn that the DEQ is antagonistic toward Dominion Energy’s $5 billion, 594-mile Atlantic Coast Pipeline (ACP)–a natural gas pipeline that will stretch from West Virginia through Virginia and into North Carolina. In October the DEQ rejected a plan submitted by Dominion for the pipeline project, claiming the erosion and sediment control part of the plan is not up to snuff (see 
The following guest post was written by Rick Hiduk:
A leftist filmmaker is attempting to get enough money via a Kickstarter campaign to fund a new propaganda film called “The Power of Protest,” which looks at five radical/left “protest” movements, one of which is Lancaster Against Pipelines (LAP). LAP is an anti-fossil fuel group founded to try to stop Williams’ $3 billion Atlantic Sunrise project, a 198-mile natural gas pipeline running through 10 Pennsylvania counties to connect Marcellus Shale natural gas from northeastern PA with the Williams’ Transco pipeline in southern Lancaster County. The married couple who started LAP, Mark and Malinda Clatterbuck, are far-left radicals who pretend to be mom and pop, salt-of-the-earth, neighbor-next-door, aw-shucks common folks who would never engage in “violent” protests. Mark Clatterbuck admits to traveling to North Dakota to participate in the mass action against the Dakota Access Pipeline–a “protest” that turned quite violent and destroyed millions of dollars of property. No, we’re not saying nor implying that Clatterbuck himself engaged in illegal actions while there. We are saying the Clatterbucks’ sympathies lie with protest movements that sometimes result in such actions. There is a very fine line for leftists between violent and non-violent protests–and all too often they tip over into the latter. They simply can’t accept the fact other people disagree with their extreme, outside-the-mainstream positions. In advertising the Kickstarter campaign to try and gin up money to fund the movie, the Clatterbucks and LAP are pushed front and center as examples of “mass protests” and their supposed effectiveness. We recall that Malinda Clatterbuck once claimed LAP has “over 1,000 people” willing to show up and engage in “nonviolent” protests against Atlantic Sunrise. So far, a grand total of 45 of their “committed” 1,000+ members have shown up and gotten themselves arrested (see 
We spotted an article a month ago that is shocking and disturbing. This is the first time we’ve had a chance in our daily article roundup to bring it to you. A Stanford University professor pedals a “religion” that claims the world can be fueled by 100% renewable energy. That is, renewables can provide everything we need: electricity, heating, transportation, industry, shipping, the works. And renewables can do it so well that we won’t need power plants that run on actual fuel. It’s a bizarre viewpoint, but there you go. Some people believe in Santa Claus too. The Stanford prof published a paper espousing this theory. There were a lot of factual flaws in the paper, so another scientist (actually 22 prominent scientists) published a paper pointing out the problems with the Stanford prof’s paper. That’s how it’s done in academe. You put your research out there, and others can (often do) come along and question it with their own research and rebuttal. That’s how science gets better. So what did the Stanford prof do? He sued one of the 22 authors of the dissenting paper, along with the academic journal that published it! Sued them for libel. The person he chose to sue isn’t affiliated with an institution with a legal team to defend him–so this is selective persecution. An attempt at legal bullying. No longer is science something we debate with published findings. Now it’s a matter of faith–and God help you if you believe on the wrong side of an issue like global warming, or renewables. If you dare to believe the “wrong way”–or worse yet poke holes in a true believer’s theories–you may get hauled into court. An ebook titled “ROADMAP TO NOWHERE: The Myth of Powering the Nation With Renewable Energy” (full copy below) covers this controversy and shines a light on what you thought you knew about so-called renewables. The ebook compares renewables with nuclear energy (we wish it were natgas, but perhaps using nuclear is the better comparison in this case). Take a blood pressure pill before you read the following…
MDN is please to announce the completion of improvements to our website. We began a journey last fall when Google (the 800-pound Internet gorilla) informed us that we needed to begin serving all of our webpages at an https (i.e. secure) address. That’s not to say there was anything inherently unsecure or bad about the way we were serving our webpages, but Google wanted it done. And what Google wants, Google gets. So we embarked on a path to both update the look and feel of the website and make our pages 100% secured. We launched our updated look and feel in early October, the first such update since the site began in 2009 (see MDN Launches Redesigned Web Site – We’d Like Your Feedback). The secure pages part took a bit longer that we expected. We finally got that part operating in early December (see 
The “best of the rest”–stories that caught MDN’s eye over the break that you may be interested in reading. In today’s lineup: 6 permits issued in Utica Shale; fossil fuel divestment is a costly, empty gesture for NY; a tale of two river basins; Jessup Borough hires radical lawyer to review power plant project; New England electric generators burned 2M brels of oil in 15 days; Scott Pruitt aims to accelerate efforts to remake EPA; new strategy for pipeline cos – bigger pipes; OPEC frets about new flood of U.S. oil; EIA says U.S. fossil fuel production to hit new records in 2018 & 2019; and more!
Yesterday Antero Resources, one of the biggest and best drillers in the Marcellus/Utica (concentrating on just those two plays), released highlights of their 2017 performance and “guidance” for 2018–their plan for what they will do in 2018. In 2017 the company reports average net daily gas equivalent production was 2.3 billion cubic feet per day, an 18% increase over the same quarter in 2016. In 2018, Antero plans to spend $1.45 billion. What will that buy them? In the PA and WV Marcellus, Antero will run five rigs and drill 120-125 wells, with an average lateral length of 9,300 feet. The company says they will average 9 wells per well pad this year. In the Ohio Utica, Antero will operate one rig and drill 20-25 wells with an average lateral of 11,600 feet. In both the Marcellus and Utica, Antero says the cost to drill those wells will go down another 9% this year over what it cost them last year. Antero continues to be one of (if not THE) best “hedgers” in the business–realizing more money for their gas and NGLs than any other driller in the region…
Anyone with even a passing interest in the natural gas market–either the Marcellus/Utica or elsewhere–knows there is one dominant factor that drives exploration and production: PRICE. The price of natural gas is the tail that wags the entire natgas dog. Low price? Less (or no) drilling, shut-in wells, less leasing–everything is less. High price? Pop the cork on the champagne bottle! When the price goes up and stays up, drillers begin seismic surveys, then leasing, then permits, then drilling. After drilling comes pipelines–both to the well and to market. And businesses tend to gather around points where there is access to natgas (and its byproducts). It’s a virtuous cycle, from upstream (drilling) to midstream (pipelines) to downstream (end users of the gas)–that all starts with price. Who should have an interest in price? Everybody! However, there are some whose jobs and livelihoods depend on price–gas traders, industrial buyers, drillers who need to sell their gas, etc. Those people need a daily update on the price. Who do they turn to? There are several price reporting authorities that monitor trade information for natural gas trading. There is no single price for natural gas–there are hundreds of prices. Gas is traded at trading hubs or points along major pipelines across the country. Each time a trade is done (price requested, price offered or “ask” and “bid”), that valuable information gets recorded and sent to a price recording authority. Each day around 1:30 PM Central Time, NGI gathers up trade information for THAT DAY, trades that have occurred so far at trading points all over the US and Canada, and posts/emails the information to subscribers. It is like getting tomorrow’s prices–the prices everyone else will base their trades on–today! How can you get tomorrow’s prices today? Glad you asked. 
Landowners who live in the Delaware River Basin feel betrayed and disenfranchised following the actions of the aggressive, malignant Delaware River Basin Commission (DRBC)–a quasi-governmental agency set up to oversee and protect water usage within the Delaware River Basin. The DRBC colors WAY outside the lines of its charter by limiting not just water use, but land use within the basin. The Delaware River and its tributaries supply fresh drinking water for some 14 million people, including New York City. The DRBC, under the pretense of protecting water, issued draft regulations on Nov. 30 that will permanently (!) ban hydraulic fracturing in the basin (see 
Once upon a time, it was pretty easy for commodities traders (and others) to predict oil and gas production. You just watch the Baker Hughes rig count. When the number of rigs actively drilling goes up, production will follow X months later. And when active rigs go down, production goes down too. But that is no longer the case! Why? Shale wells are producing more over a longer period of time. And the technology used when drilling today is radically different than tech from just a few years ago. Drillers now drill wells faster–much faster–meaning they can use fewer rigs. And frackers are using “hellish” amounts of sand to frack wells, producing ever-more quantities of oil and gas. What it all means is this: If you’re a trader, you can no longer depend on rig counts as your main metric to calculate production. You need new metrics, such as…