Kinder Morgan approves $4.7bn for US gas pipelines
New U.S. gas pipeline capacity will expand natural gas transport and likely ease regional bottlenecks.
Source →The trace
How it reaches your house.
Starting from Kinder Morgan, Inc., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Interstate natural gas transmission pipelines →Stands to benefitKinder Morgan is the company approving the $4.7bn pipeline projects, and its large share plus long replacement lead time make the added capacity a direct positive for its network and backlog.
95% confidenceInterstate natural gas transmission pipelines →supply upMore interstate pipeline capacity directly raises delivered residential gas availability, and this edge is highly critical with very high dependency strength.
90% confidenceInterstate natural gas transmission pipelines →supply upThe national interstate pipeline system gains throughput from the new projects, so U.S. transport capacity rises and bottlenecks ease.
88% confidenceColonial Pipeline transport capacity →supply upColonial Pipeline capacity is a critical transport input for jet fuel, so more capacity directly eases the bottleneck and raises availability.
87% confidenceKinder Morgan, Inc. →supply upInterstate natural gas transmission pipelines
Kinder Morgan’s approved gas-pipeline buildout should add material interstate transport capacity, and this edge is large enough to matter given the 40% market share and very long replacement lead time.
84% confidenceInterstate natural gas transmission pipelines →supply upSoutheast US (Carolinas through Florida)
The added pipeline capacity is aimed at easing regional bottlenecks, and this region is directly served by the Southeast Connector project mentioned in the news flow.
84% confidenceInterstate natural gas transmission pipelines →supply upTexas (intrastate, ERCOT-connected)
The Permian Link project is designed to move gas across West Texas and the Panhandle, so Texas should see a direct boost in transport capacity.
82% confidenceColonial Pipeline transport capacity →supply upThe U.S. holds the dominant share of this input, so expanded pipeline capacity mainly improves domestic transport availability.
74% confidenceTC Energy Corporation →supply upInterstate natural gas transmission pipelines
Kinder Morgan's added gas pipeline capacity directly expands interstate transmission availability, easing the bottlenecks in this sector that TC Energy depends on.
73% confidenceColonial Pipeline transport capacity →Stands to benefitKinder Morgan is explicitly investing in new gas-pipeline capacity to serve surging demand, so a broader capacity expansion is a direct operating benefit for KMI.
72% confidenceHop 2
United States →supply upInterstate natural gas transmission pipelines
The new Kinder Morgan pipeline buildout directly expands U.S. interstate gas transmission capacity, increasing the availability of this nationally sourced input and easing bottlenecks.
93% confidenceSoutheast US (Carolinas through Florida) →supply upInterstate natural gas transmission pipelines
The Southeast US relies on interstate natural gas transmission pipelines for 22% of this input, so added capacity should credibly increase transport availability and ease regional bottlenecks.
87% confidenceTexas (intrastate, ERCOT-connected) →supply upHop 3
Natural gas wellhead production →supply upMore pipeline takeaway capacity eases bottlenecks at the wellhead, so the critical natural-gas-home input becomes more available.
90% confidenceNatural gas wellhead production →supply upU.S. producers are the most directly relieved by new U.S. pipeline capacity, and the graph assigns the United States a 24% share of this supply base.
84% confidenceUnderground natural gas storage (depleted fields & salt caverns) →supply upUnderground storage is a critical input to residential gas delivery, so easier pipeline transport should raise the gas available to home users through storage.
Hop 4
Midwest (Great Lakes and Plains UGS region) →supply upInterstate natural gas transmission pipelines
Kinder Morgan's new U.S. pipeline build-out directly increases interstate transmission capacity serving the Midwest, and this input accounts for 25% of the region's supply mix.
84% confidenceEast (Appalachia and Mid-Atlantic UGS region) →supply upUnderground natural gas storage (depleted fields & salt caverns)
More pipeline capacity should ease transport bottlenecks into the East UGS region, making underground storage service more available there, and the 38% regional share makes the effect material.
74% confidenceGulf Coast (Texas and Louisiana UGS region) →supply up