The Permian has up to 11 Bcf/d of new natural-gas takeaway capacity scheduled to enter service through the end of 2029, with still more coming into the early 2030s. The central question is whether natural gas growth from Permian oil development will fill that capacity and, if so, how quickly.
Just a few years ago, natural gas storage capacity along the Gulf Coast was widely available at low cost, but that has all changed. A storage-capacity shortfall is looming as new LNG export facilities come online, and the competition among storage developers is heating up. There will be winners and losers.
Enbridge has launched a non-binding open season for West Texas Express, a 2-Bcf/d pipeline to move Permian natural gas from the Waha Hub to near El Paso. It is aimed at meeting local demand for power projects, and potentially data centers, while also providing connectivity to other markets.
Summit Midstream is moving full speed ahead with its 900-MMcf/d expansion of the Double E Pipeline after it secured about 550 MMCf/d of long-term commitments to move natural gas from the Permian Basin’s Delaware Basin toward the Waha Hub.
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.
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.
Natural gas prices in the Permian spent the first half of the year in the red. Then, in mid-June, Kinder Morgan flipped a switch and now Waha prices are back above zero. The “switch” was a compression expansion on Gulf Coast Express, which added a desperately needed 570 MMcf/d of takeaway capacity.
The rapid buildout of Permian gas processing plants and other NGL-related infrastructure in Texas and southeastern New Mexico isn’t just continuing, it’s accelerating. In today’s RBN blog, we discuss the latest project announcements and why gas and NGL production in the Permian are still rising.
As rising AI-driven demand for data centers has supported growth in key markets like Virginia and Texas, developers are increasingly casting a wider net. Today, we examine the factors drawing large-scale projects to “non-key” states, with a close look at Indiana, Louisiana, North Carolina and Pennsylvania.
Data center development is booming across the country. But power and water supplies, fiber connectivity, and regulatory environments differ across states. Today’s RBN blog compares seven leading states for data centers on the key factors that help determine development outcomes.
