Pipelines set to ease Permian natural gas glut
New or expanded pipeline capacity should relieve the Permian natural gas bottleneck and move more gas to market.
Source →The trace
How it reaches your house.
Starting from Interstate natural gas transmission pipelines, 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
Natural Gas (Pipeline-Grade) →Stands to benefitKinder Morgan should benefit because the Gulf Coast Express expansion added 570 MMcf/d of Permian takeaway and the reported startup helped move Waha prices higher, implying more throughput and better utilization.
93% confidenceNatural Gas (Pipeline-Grade) →Stands to benefitEnergy Transfer should benefit because the partial start of Hugh Brinson is already moving Permian gas and was cited as contributing to the price gains, which points to higher transport volumes.
89% confidenceNatural Gas (Pipeline-Grade) →supply upHop 2
Residential Electricity →supply upExpanded pipeline capacity directly relieves the gas bottleneck, increasing pipeline-grade natural gas availability, which then benefits residential electricity production given gas is a critical input.
93% confidenceNatural Gas for Seed Drying →supply upEasing the Permian gas bottleneck increases availability of natural gas for seed drying, and crop seeds are a critical downstream good that depends on that input.
91% confidenceEnergy Transfer LP →supply up