[Transwestern Pipeline] [Force Majeure] Force Majeure - Station 3 (Leupp, AZ.) - Compressor Station mechanical Failure - Gas Day 10/24/26 (Until Further Notice)
SEV 4/5
Force Majeurecapped at 1.100 Bcf/d, cut unknown
Transwestern Pipeline declared force majeure at Station 3 (Leupp, AZ) due to a compressor station mechanical failure, effective Gas Day October 24, 2026 until further notice. The Mainline Thoreau West System capacity is restricted to approximately 1.1 Bcf/d with no stated restoration timeline. No pre-event baseline is available in the notice itself to quantify the net reduction, but the 1.1 Bcf/d ceiling on a major westbound segment represents a material capacity constraint on Permian/San Juan outbound flows toward SoCal and Arizona.
TW force majeure at Station 3 caps Mainline Thoreau West at 1.1 Bcf/d UFN; expect bearish pressure at Waha/Permian as westbound takeaway tightens, with bullish pressure at SoCal Border and Arizona delivery points -- EPNG is the only remaining major California-bound alternative.
Reroute: Moderate: EPNG serves the same SoCal border and Arizona markets and is the primary competing pipeline, but a simultaneous EPNG constraint would leave California with no reroute option. At current TW capacity restriction levels, some westbound reroute via EPNG is possible but may not fully offset the constrained volumes.
Force Majeurecapped at 1.100 Bcf/d, cut unknown9 Days
Transwestern Pipeline has declared a Force Majeure effective Gas Day October 24, 2026 due to a compressor station mechanical failure at Station 3 in Leupp, AZ. The Mainline Thoreau West System capacity is reduced to approximately 1.1 Bcf/d until further notice, with a currently stated end date of November 2, 2026. This is an unplanned event on a major westbound supply artery serving Arizona and California SoCal border markets.
Transwestern FM at Station 3 (Leupp, AZ) caps Thoreau West System at 1.1 Bcf/d; expect bullish pressure at SoCal Border and Arizona delivery points as westbound capacity is constrained, while Permian/Waha and San Juan basin points face bearish pressure from backed-up supply -- no pre-event baseline available to quantify the net reduction from the stated 1.1 Bcf/d ceiling, and EPNG is the only partial reroute for California markets.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary competing pipeline; however, if EPNG is simultaneously constrained, California supply reroute drops to none. TW and EPNG together represent the two dominant westbound arteries from the Permian and San Juan basins.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has re-posted its Thoreau West System force majeure under a new notice ID (TW-121517), shifting the constraint window one day earlier to Oct 24-25 gas days (was Oct 25-26 per TW-121513). The duration remains one gas day. No new capacity figures are provided; pre-event westbound flow past Station 3 (Leupp, AZ) was a median of ~1.11 Bcf/d (range 1.04-1.26 Bcf/d), but no cap is stated so the net cut remains unquantified.
TW Thoreau West FM window has shifted to Oct 24-25 (ending one day earlier than TW-121513 indicated), a modest easing signal; pre-event westbound flow ~1.11 Bcf/d but net cut unquantified -- expect continued bearish Transwestern Permian/San Juan basis as stranded basin gas backs up, with offsetting bullish pressure at SoCal Border and Arizona delivery points for the Oct 24 gas day.
Reroute: Moderate: EPNG is the primary competing pipeline for SoCal border deliveries from the Permian/San Juan Basin; however, if EPNG is simultaneously constrained there is no California reroute.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has posted a new force majeure notice (TW-121513) for the M/L Thoreau West System, extending the westbound constraint window by one day relative to the prior posting TW-121508 -- now effective Oct 25 9:00AM through Oct 26 8:59AM (one gas day). No capacity cap is stated in either notice; the pre-event baseline past Station 3 (Leupp, AZ) was ~1.11 Bcf/d (range 1.04-1.26 over Oct 17-23), so the net cut remains unquantified but could approach that level depending on severity. The force majeure notice scores a minimum 3 despite no stated cap because no grounded net cut can be calculated.
TW force majeure on Thoreau West shifts the constraint window to Oct 25-26 gas days (extended by one day vs TW-121508); pre-event westbound flow past Station 3 was ~1.11 Bcf/d -- net cut unquantified but expect bearish pressure at Transwestern Permian/San Juan basis as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points.
Reroute: Moderate: EPNG is the primary competing pipeline for SoCal border and Arizona deliveries from the Permian/San Juan Basin; however, if EPNG is simultaneously constrained, no California reroute exists.
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Transco
Location Confirmations Being Reduced for 10/24/2026
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has posted a force majeure on the Thoreau West mainline system effective Oct 24 through Oct 25 (approximately one gas day). This notice is an administrative re-post of TW-121499 under a new notice ID with no change in operational content, window, or stated capacity impact. Pre-event flow past Station 3 (Leupp, AZ) was approximately 1.11 Bcf/d (range 1.04-1.26 Bcf/d over Oct 17-23); no new ceiling is stated, so the net reduction remains unquantified.
TW force majeure on Thoreau West restricts westbound flow for ~1 day with pre-event throughput ~1.11 Bcf/d past Station 3; no stated cap means net cut is unquantified -- expect bearish pressure at Transwestern Permian/San Juan basis as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points; no new market signal vs TW-121499.
Reroute: Moderate: EPNG is the primary competing pipeline for SoCal border deliveries; however, if EPNG is simultaneously constrained, California reroute would be eliminated. No live EPNG constraint is noted in this posting.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has declared force majeure on the Mainline Thoreau West System effective Oct 24 2026 9:00AM through Oct 25 2026 8:59AM -- a ~1 gas day window. This notice (TW-121499) is a re-posting of TW-121486 filed the same day with no change in operational content, location, or duration. Pre-event throughput past Station 3 (Leupp, AZ) was approximately 1.11 Bcf/d (range 1.04-1.26 over the prior week), but no capacity cap is stated so the net cut remains unquantified.
TW force majeure on Thoreau West restricts westbound flow for ~1 day with pre-event throughput ~1.11 Bcf/d past Station 3; no stated cap means net cut is unquantified -- expect bearish pressure at Transwestern Permian/San Juan basis as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points; this posting adds no new operational information vs TW-121486.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative; however, if EPNG is simultaneously constrained, no California reroute exists.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline declared a force majeure on the M/L Thoreau West System effective Oct 24, 2026 at 9:00 AM through Oct 25, 2026 at 8:59 AM -- a roughly 24-hour window. No specific capacity restriction volume is stated in the notice. Pre-event flow past Station 3 (Leupp, AZ) on the Thoreau West mainline averaged ~1.22 Bcf/d (range 1.10-1.26 Bcf/d) over the prior week; the actual cut is unknown without a stated cap.
TW force majeure on Thoreau West system restricts westbound flow for ~1 day; pre-event throughput was ~1.22 Bcf/d past Station 3, but no capacity cap is stated so the net cut is unquantified -- expect bearish pressure at Transwestern Permian/San Juan basis and bullish pressure at SoCal Border and Arizona delivery points for Oct 24 gas day.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and may absorb some displaced volume, but no stated capacity figure limits the assessment of EPNG's available headroom.
