Wonder how this may, or may not, tie to the NY story. Also interesting that some greenies who once saw NG as a weapon to use against coal burners are not targeting NG. From https://www.ft.com/content/4583a4cc-977 ... d69f323a8b Prepare for the US post-election natural-gas war
"You might be living in hope that election day will mark the end of vicious political infighting and blackmail through leaks of emails and old recordings. From what I see inside the energy industry and the permanent government, forget it. Once the Democratic party no longer has Donald Trump to unify it in opposition, you can expect a range war between the pro natural-gas factions and the well-organised and litigious environmentalists.
Not for the first time, Wall Street and its customers are missing a few points. The Street has been transfixed by the seemingly unstoppable increases in the production of gas from the Marcellus mega-basin in the northeastern US, which has driven the gas price down to the point where not many coal plants can compete. The analysts’ base assump-
tion is that between 11 and 13bn cubic feet per day of new gas production from the Marcellus will come on line next year, as pipelines are permitted and built to take out the already-found gas from fracked shale deposits.
Maybe not. Eric Brooks, the energy analyst for north-east natural gas at S&P Global Platts, the benchmark provider, believes only 2 bcf/day of pipeline capacity will be added in the Marcellus basin. This comports with what I have been seeing in regulatory and court-ordered delays. Behind the optimistic uptrends, the pipeliners are terribly worried about their prospects. The pipeliners are not paranoid. Their enemies are plotting their economic demise. Earthjustice, a litigation group, has a webpage headlined “stopping infrastructure investments”. Anti-fracking activists believe the simplest way to keep gas producers from pumping out cheap fossil fuel is to keep pipelines from connecting the wells.
Along with the Wall Streeters, I had assumed that the Federal Energy Regulatory Commission’s authority to license pipelines could overcome any green or local government opposition. The FERC, worried about energy supply security, had been openly working to fast track pipelines and liquid natural gas export terminals. The environmentalists, though, would not give up. Abigail Dillen, vice-president of litigation for climate and energy at Earthjustice, says: “We believe a rush to gas slows a rush to clean energy. If we invest in a whole new generation of gas infrastructure from expensive pipelines to power plants, we are creating stranded assets.”
From Abigail's lips to Dog's ear. Anything that curtails NG production from the Marcellus would be music to many ears in Texas and La. Now if they could just do something to curtail Canadian oil imports it would be party time in the Lone Star state. LOL.