Massive volumes of natural gas are already converging on the Katy Hub and much more will be soon. A planned bidirectional header system is designed to help ease the flow of gas through that key aggregation and distribution point for gas bound for industrial, power-generation, and LNG export load.
The Permian Basin is poised to gain new natural gas pipelines and projects over the next year or two, finally easing its long-standing takeaway constraints. But the changes will not stop there. A new wave of proposed projects could further reshape the basin into the 2030s.
British Columbia is a new hot spot for LNG export development. The first phase of LNG Canada is up and running; Phase 2 is nearing FID. Two smaller LNG export projects are under construction; and a 12-MMtpa (~1.6 Bcf/d) proposal may be sanctioned soon.
Over the past couple of years, the Permian has been dominated by one story: natural gas takeaway constraints and negative prices at the Waha Hub. That has changed recently, however, as more pipelines have entered service, and now plans for the Solitude Pipeline System have been unveiled.
Since the start of 2022, more than 12 Bcf/d of new gas processing capacity has come online in the Permian, about half of it in the Midland Basin and half in the Delaware. That unprecedented buildout will be continuing in 2027-29, and the shift toward the gassier Delaware is picking up steam.
For the first time in years, the Permian Basin’s chronic natural gas takeaway constraint is beginning to ease — and in a big way. Today, we discuss the major Permian gas pipeline projects scheduled to come online in 2026-27, how much new capacity they will provide, and consider what it all means.
LNG Canada didn’t load its first cargo until June 2025, more than nine years after Sabine Pass LNG was up and running in Louisiana. But while the U.S. Gulf Coast had a big head start, Canada is finally firing on all cylinders, with plans to more than triple its LNG export capacity by the early 2030s.
Efforts to move more natural gas into gas-starved New England are picking up steam. Enbridge said Project Beacon’s open season was better than expected, while DT Midstream is moving ahead with one Millennium Pipeline expansion and considering a much larger one.
MPLX's latest earnings call, on August 4th, reinforced that the partnership remains focused on expanding its natural gas and NGL value chain rather than pursuing major crude oil infrastructure projects.
APA is driving more value from every well. During its Q2 2026 earnings call, the company highlighted continued drilling efficiency gains in the Permian, reducing costs while supporting strong production performance. The latest Analyst Insight explores what these improvements could mean for future development.
