KMLP is performing maintenance at Compressor Station 760 in Acadia Parish, Louisiana, requiring a reduction in southbound throughput capacity through Segment 140 (MLV #7 - Jefferson Davis) for gas days November 10-12, 2026. Primary Firm and Secondary in-path Firm transports will be scheduled to no less than 57% of contract MDQ; AOR/ITS and Secondary out-of-path Firm transports are entirely unavailable. Receipts from Egan Hub (LOC 44403) are suspended for the duration, though deliveries to Egan Hub remain available.
KMLP southbound capacity cut to no less than 57% of MDQ through Segment 140 curtails feed gas flow toward Sabine Pass LNG for three gas days; expect bearish Gulf Coast and Henry Hub price pressure as LNG feedgas nominations are reduced and volumes remain in the domestic market.
Reroute: Limited: KMLP is a dedicated feed gas pipeline to Sabine Pass LNG with no meaningful alternative routing for southbound volumes committed to that terminal; Egan Hub receipts are fully suspended, further limiting flexibility.
Cove Point LNG has issued a Critical Operational Alert (PPO subcategory) effective November 10, 2026. No specific capacity figures or curtailment volumes are stated in the notice text. Prior to the event, the Cove Point Plant delivery point was moving approximately 0.86 Bcf/d (D:DPQ) with 93.3% utilization and only 0.061 Bcf/d of headroom remaining on the evening cycle of November 10.
Cove Point LNG critical operational alert with no stated cap or curtailment volume; pre-event feedgas delivery was running ~0.86 Bcf/d (loc 10001 D:DPQ, 93.3% utilized, only 0.061 Bcf/d headroom), so any reduction is bearish for Appalachian supply demand and bearish for the LNG export arb -- watch for follow-on notices with specific curtailment figures.
Reroute: None: Cove Point LNG is a fixed LNG export terminal; volumes curtailed from feedgas delivery cannot be rerouted to another export facility and instead remain in the domestic Appalachian supply market.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has reposted its force majeure on the M/L Thoreau West System under a new notice ID, extending the effective window by one gas day to Nov 9 9:00AM through Nov 10 8:59AM (previously Nov 8-9). Based on pre-event flow data, Thoreau West was moving a median 1.09 Bcf/d westbound (range 1.06-1.17 Bcf/d over the Nov 2-8 baseline window), representing the full volume at risk from this force majeure. No specific new cap is stated in the notice; the full ~1.09 Bcf/d of westbound capacity through the Thoreau West segment remains at risk for another gas day.
TW force majeure on Thoreau West extended through Nov 10 8:59AM, keeping ~1.09 Bcf/d of westbound capacity at risk; expect continued bullish pressure at SoCal Border and Arizona delivery points, with bearish pressure at Waha and San Juan basin origin points as westbound takeaway remains curtailed -- EPNG is the only remaining SoCal border alternative and may lack full offset capacity.
Reroute: Limited: EPNG is the primary competing pipeline for SoCal border deliveries and Arizona markets, but with ~1.09 Bcf/d of TW westbound capacity at risk, EPNG alone is unlikely to fully absorb displaced volumes. Any simultaneous EPNG constraint would eliminate all California reroute options entirely.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has reposted (as TW-121884) the same force majeure on the M/L Thoreau West System originally declared under TW-121877, with no operational changes -- same facility, same effective window (Nov 8 9AM through Nov 9 8:59AM), same force majeure basis. No capacity cap is stated; pre-event median flow past this segment was approximately 1.09 Bcf/d westbound (range 1.06-1.19 Bcf/d over the seven days ended Nov 7). The actual volume cut remains unquantified pending restoration.
This is an administrative repost under a new notice ID with no new operational content; the underlying TW force majeure on Thoreau West puts approximately 1.09 Bcf/d of westbound capacity at risk, with bearish pressure at Permian/San Juan origin points and bullish pressure at SoCal Border and Arizona delivery markets -- no new trading signal versus TW-121877.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative; however, any simultaneous EPNG constraint would eliminate California reroute entirely and leave SoCal border with no relief.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has issued a new force majeure notice (TW-121881) extending the M/L Thoreau West System constraint by one full gas day, now effective Nov 9 9:00 AM through Nov 10 8:59 AM. The prior notice (TW-121877) covered Nov 8-9; this posting shifts the window forward, indicating the FM has not been resolved and continues into the next gas day. Pre-event westbound flow through the Thoreau West mainline (past Station 3/Leupp, AZ) was running at a median of approximately 1.09 Bcf/d (range 1.05-1.17 Bcf/d over Nov 2-8), all of which remains at risk with no cap stated.
TW force majeure on Thoreau West extends one additional gas day through Nov 10; with no stated cap, the full pre-event median of ~1.09 Bcf/d westbound remains at risk -- expect continued bearish pressure at Waha and Permian/San Juan basin points as gas backs up, with sustained bullish pressure at SoCal Border and Arizona delivery markets; live capacity data is 1 gas day behind and predates this extension.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative; however, any simultaneous EPNG constraint would eliminate California reroute entirely, leaving no relief for SoCal deliveries.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
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 4/5
Force Majeure1 Days
Transwestern Pipeline has posted a new force majeure notice (TW-121875) extending the M/L Thoreau West System constraint by one full gas day, now effective Nov 9 9:00AM through Nov 10 8:59AM. This is a rolling 24-hour extension of the same FM declared in TW-121871 (which covered Nov 8-9). Pre-event flow past Station 3 (Leupp, AZ) was running at a median ~1.09 Bcf/d westbound (range 1.06-1.19 Bcf/d over Nov 1-7), implying the full baseline westbound flow remains at risk for gas day Nov 9.
TW Thoreau West FM rolls forward another gas day (Nov 9-10), keeping ~1.09 Bcf/d of Permian/San Juan westbound capacity blocked; expect continued bearish pressure at Waha as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points, with EPNG the sole California reroute alternative -- monitor EPNG capacity utilization closely.
Reroute: Limited: EPNG is the only competing westbound pipeline serving the SoCal border and Arizona markets; simultaneous EPNG and TW constraints would eliminate all California reroute. SOCAL NEEDLES (the primary TW California delivery point) shows 0.582 Bcf/d scheduled against 0.850 Bcf/d operating capacity on Nov 8 evening cycle, suggesting some throughput is still moving or was moving pre-event at that meter.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has extended its Thoreau West System force majeure one additional gas day through Nov 9 2026 8:59AM (from Nov 8 8:59AM). Pre-event westbound flow past Station 3 (Leupp, AZ) was running at a median of 1.09 Bcf/d (range 1.06-1.19 Bcf/d over the Nov 1-7 window), representing the full volume at risk while the FM remains in effect. No new operational detail has been provided beyond the date extension.
TW Thoreau West FM extended through gas day Nov 9, putting ~1.09 Bcf/d of westbound capacity at risk; expect continued bearish pressure at Waha/Permian as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points, with EPNG the only California reroute alternative -- monitor for simultaneous EPNG constraints which would eliminate all California reroute.
Reroute: Limited: EPNG is the only competing pipeline serving the SoCal border and Arizona delivery points; a simultaneous EPNG constraint would eliminate all California reroute options entirely.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has reposted the Thoreau West System force majeure under a new notice ID (TW-121869), covering the same gas day window (Nov 7 9AM through Nov 8 8:59AM) with no operational change from the prior posting TW-121864. Pre-event baseline for the Thoreau West mainline (flow past Station 3/Leupp, AZ) was a median of 1.11 Bcf/d westbound (range 1.06-1.19 Bcf/d over Oct 31-Nov 6). No new capacity cap is stated, so the full ~1.11 Bcf/d of westbound capacity remains at risk through end of gas day Nov 8.
TW Thoreau West FM remains active through gas day Nov 8 with ~1.11 Bcf/d of westbound capacity at risk; expect continued bearish pressure at Waha/Permian as basin gas backs up and bullish pressure at SoCal Border and Arizona delivery points, with EPNG the only California reroute alternative -- no new market information in this repost.
Reroute: Moderate: EPNG serves the SoCal border and Arizona markets on a parallel corridor and is the sole alternative; however, any spare EPNG capacity must absorb the full ~1.11 Bcf/d TW displacement, and simultaneous EPNG constraints would leave no California reroute.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM
SEV 4/5
Force Majeure1 Days
Transwestern Pipeline has extended the Thoreau West System force majeure by one additional gas day, now covering Nov 8 9:00 AM through Nov 9 8:59 AM (previously ended Nov 8). Pre-event flow through Station 3 at Leupp, AZ was running at a median of ~1.11 Bcf/d (range 1.06-1.19 Bcf/d over Nov 1-7), representing the full volume of westbound capacity at risk. This is a one-day extension of the existing FM event rather than a new constraint.
TW Thoreau West FM rolls into gas day Nov 9, keeping ~1.11 Bcf/d of westbound San Juan/Permian takeaway offline; expect continued bearish pressure at Waha and Transwestern Permian basis as basin gas backs up, with bullish pressure at SoCal Border and Arizona delivery points -- EPNG remains the only California reroute alternative and may lack spare capacity to absorb the full displaced volume.
Reroute: Limited: EPNG is the only competing pipeline serving SoCal border and Arizona delivery points, but with ~1.11 Bcf/d displaced by TW's FM it is unlikely to have sufficient spare capacity to fully offset; simultaneous EPNG and TW constraints would eliminate California reroute entirely.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Mountain Valley Pipeline
Harris Compressor Station Maintenance 12-01-26
SEV 3/5
MaintenanceUntil Further Notice109 Days
Mountain Valley Pipeline has posted a planned capacity constraint at Harris Compressor Station effective December 1, 2026 through February 27, 2027 -- a roughly 109-day winter maintenance window. No specific capacity reduction volume is stated in the notice. The event is planned with advance notice and a fixed end date, limiting severity.
MVP Harris Compressor Station planned outage spans the core of winter 2026-27 demand season; no volume figure stated but Appalachian takeaway reduction is bearish Eastern Gas South basis (regional proxy) and bullish Transco Zone 5 Mid-Atlantic as MVP flows into Transco interconnect are reduced.
Reroute: Moderate: MVP delivers into Transco Zone 5; some Appalachian volumes could potentially shift to REX Zone 3, TETCO M2, or TCO/Columbia Gas Transmission depending on shipper flexibility, but specific bypass capacity is not confirmed and winter demand season reduces spare capacity system-wide.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure under a new notice ID (TW-121894) with no operational changes versus the prior posting (TW-121886, scored 3/5). The FM remains in effect for the same one-day window (Nov 9-10) with no capacity volume disclosed. This is an administrative reissue with identical effective and end dates, the same FM reason, and no new location or constraint data.
No new operational information versus TW-121886 -- same East Mainline FM, same Nov 9-10 window, no volume disclosed; bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the sole reroute alternative.
Reroute: Moderate: EPNG serves the same SoCal border and Arizona delivery markets and is the sole competing westbound alternative; however, EPNG spare capacity is limited and simultaneous EPNG constraint would eliminate all California reroute options.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Trunkline Gas Company
[Trunkline Gas Company] [Maintenance] TGC Kountze Station Outage
SEV 3/5
MaintenanceUntil Further Notice2 Days
Trunkline Gas Company will perform planned maintenance at Kountze Compressor Station (MP -73.7) on Gas Days December 8-9, 2026, reducing all forward haul nominations traversing this location to zero for the two-day window. No specific capacity volume is stated in the notice, though the outage eliminates all forward haul through this point. RCC provisions under Section 29.1(A)(2) apply.
Kountze Station forward haul zeroed Dec 8-9 tightens northbound TGC throughput for two days; watch Trunkline ELA and Zone 1A basis for modest widening versus Henry Hub, with no capacity figure stated to size the impact precisely.
Reroute: Moderate: Texas Eastern (TETCO, monitored), Southern Natural (EGT, monitored), and ANR (monitored) serve overlapping Gulf Coast-to-Midwest corridors and may absorb displaced volumes, though reroute feasibility depends on available capacity at the time of the outage.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure under a new notice ID (TW-121886), extending the constraint window one additional gas day: effective Nov 9 9:00AM through Nov 10 8:59AM (previously Nov 8 9:00AM through Nov 9 8:59AM). No capacity volume has been disclosed in either posting. The force majeure on the East Mainline continues to restrict westbound Permian/San Juan takeaway with EPNG as the only reroute alternative.
TW East Mainline FM extends one day to Nov 10 with no volume disclosed; bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the sole reroute alternative.
Reroute: Limited: EPNG is the only competing westbound pipeline serving SoCal border and Arizona; if EPNG is simultaneously constrained, no California reroute exists.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure notice (TW-121883) with no operational changes from the prior posting (TW-121876, scored 3/5); the constraint window remains Nov 8-9, 2026. No new capacity figures, locations, or escalation language are present. This is a same-day ID refresh with identical effective and end dates.
No new market impact -- split-direction FM signal unchanged: bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed through Nov 9, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no volume figure disclosed.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the only practical alternative; however, any simultaneous EPNG constraint would eliminate California reroute entirely.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure notice extending the constraint window one additional gas day, from Nov 9 through Nov 10, 2026 (9:00 AM to 8:59 AM). This is a daily rolling repost of the ongoing East Mainline FM with no new volume figures or additional locations named. No capacity impact figure has been stated in any revision of this event.
Daily FM repost extending East Mainline constraint through Nov 10 -- split-direction signal unchanged: bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no new volume figure provided.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona delivery markets and is the primary competing pipeline; however, simultaneous EPNG + TW constraints would eliminate all California reroute options, so EPNG spare capacity must be confirmed independently.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure for the Nov 8 9:00AM through Nov 9 8:59AM gas day window, advancing the constraint by one day from the prior posting (TW-121868). No new operational detail or volume figures have been provided; the FM on the East Mainline continues with no capacity impact quantified. This is a daily rolling repost of an ongoing constraint with the window end date now extending to Nov 9.
Daily FM repost extending East Mainline constraint through Nov 9 -- split-direction signal unchanged: bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no new volume figure to quantify the cut.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona delivery markets and is the primary reroute alternative; however, if EPNG is simultaneously constrained, no California reroute exists.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure notice under a new notice ID (TW-121874), extending the constraint window one gas day forward to Nov 9 9:00AM through Nov 10 8:59AM. This is a daily rolling repost of an ongoing FM event with no stated capacity volume and no operational change versus the prior posting (TW-121866). No specific capacity impact has been quantified in any revision of this notice.
Daily FM repost rolls TW East Mainline constraint forward to Nov 9-10 with no new operational content; split-direction signal unchanged -- bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no capacity volume stated.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative, but simultaneous EPNG + TW constraints would eliminate California reroute entirely -- current EPNG status must be verified.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted a force majeure notice (TW-121868) for the East Mainline covering the same Nov 7-8 gas day window as the prior notice TW-121863; the only changes are the notice ID and posting timestamp. No new operational information or capacity figures are provided. This appears to be an end-of-day administrative repost with no change to the underlying constraint.
Daily FM repost of East Mainline constraint through Nov 8 -- split-direction signal unchanged: bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no new volume figure to quantify the cut.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona delivery markets and is the sole practical alternative; however, simultaneous EPNG constraints would leave California with no reroute.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 3/5
Force Majeure1 Days
Transwestern Pipeline has reposted its East Mainline force majeure notice under a new notice ID (TW-121866), rolling the effective window forward one gas day to Nov 8 9:00AM through Nov 9 8:59AM. This is a daily repost of the same ongoing constraint (see prior notice TW-121863); no capacity volumes or new operational details are stated. The constraint continues to restrict westbound flow on the East Mainline segment, with EPNG the only reroute alternative.
Daily FM repost extends the TW East Mainline constraint through Nov 9; split-direction signal unchanged -- bearish Transwestern Permian/San Juan basis as westbound takeaway remains curtailed, bullish SoCal Border and Arizona delivery points, with EPNG the only reroute alternative and no capacity volume stated.
Reroute: Limited: EPNG is the only competing pipeline serving SoCal border and Arizona delivery points from the Permian/Southwest corridor; a simultaneous EPNG constraint would eliminate all California reroute options.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Natural Gas Pipeline (NGPL)
[FORCE MAJEURE] FORCE MAJEURE- AM#2 - PT IMPACT
SEV 2/5
Force Majeure
NGPL has declared a force majeure on Segment 13 of the Amarillo #2 Mainline between Mills County and Madison County, Iowa, effective gas day November 12, 2026 (Evening Cycle), continuing until further notice. The event is driven by an anomaly discovered during an ILI tool run requiring pipeline remediation, resulting in shutdown of two biogas receipt locations (LOC 55877 and LOC 55878, both Iowa Waste/NGPL Loess Hills Biogas interconnects). No volume figures are stated; the two affected locations are small biogas receipt points with no matching rows in the live capacity table, indicating de minimis throughput impact on the NGPL mainline system.
NGPL force majeure on Amarillo #2 Mainline Seg 13 affects only two small Iowa biogas receipt points with no quantifiable mainline capacity impact; no meaningful basis signal at NGPL Midcontinent or Chicago city-gates expected.
Reroute: Not applicable: the affected locations are small biogas receipt interconnects; no reroute is relevant given the negligible volume involved.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Mountain Valley Pipeline
Stallworth Compressor Station Maintenance 12-02-26
SEV 2/5
Maintenance109 Days
Mountain Valley Pipeline has announced planned maintenance at Stallworth Compressor Station scheduled for December 2, 2026 through February 27, 2027, a window of approximately 109 days. No specific capacity restriction or volume impact has been stated in the notice. This is a first-time posting for this maintenance event with advance notice provided roughly three weeks ahead of the start date.
Planned MVP Stallworth Compressor Station maintenance spanning Dec 2, 2026 through Feb 27, 2027 carries no stated capacity volume; monitor for a follow-up notice quantifying the restriction, as any Appalachian takeaway reduction during peak winter demand would pressure Eastern Gas South (regional proxy) basis bearish.
Reroute: Moderate: Mountain Valley Pipeline delivers Appalachian gas into Transco Zone 5; Rover, REX Zone 3, TETCO M2, and TCO serve overlapping Appalachian takeaway markets and may absorb displaced volumes, though the absence of a stated capacity figure makes reroute assessment preliminary.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
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Transwestern Pipeline
[Transwestern Pipeline] [Capacity Constraint] EAST MAINLINE
SEV 2/5
Informational1 Days
Transwestern Pipeline has reposted the East Mainline force majeure notice (TW-121900) covering Gas Day Nov 9-10 2026, with the only change being a new notice ID and a later posting timestamp versus TW-121894. No new operational information, no capacity volume, and no change to the affected location or duration window has been provided. This is a stale revision of a previously scored event with no new market content.
No new market impact -- operational situation unchanged from prior revision TW-121894, market has already priced this constraint; East Mainline FM remains bearish Transwestern Permian/San Juan basis and bullish SoCal Border and Arizona delivery points, with EPNG the sole reroute alternative.
Reroute: Moderate: EPNG serves overlapping SoCal Border and Arizona delivery markets and remains the only practical alternative westbound route; 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 2/5
Informational1 Days
TW-121901 is a third administrative repost of the same Thoreau West force majeure event, following TW-121887 and TW-121895, with only the notice ID and posting timestamp changed. The underlying constraint -- a ~1.09 Bcf/d westbound capacity restriction on the Thoreau West mainline effective Nov 9-10 -- remains unchanged. No new operational information is present in this posting.
No new market impact -- operational situation unchanged from prior revision TW-121895; market has already priced the ~1.09 Bcf/d Thoreau West westbound constraint through Nov 10.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative; however, any simultaneous EPNG constraint would eliminate California reroute options entirely.
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 2/5
Informational1 Days
Transwestern Pipeline has reposted the Thoreau West System force majeure under a new notice ID (TW-121895), but the operational content is identical to TW-121887: the same force majeure remains in effect through Nov 10 2026 8:59AM with no change to scope, locations, or capacity impact. Pre-event flow past Station 3 (Leupp, AZ) was running at a median ~1.09 Bcf/d westbound (range 1.06-1.17 Bcf/d over Nov 2-8). No new operational information is provided in this posting.
No new market impact -- this is an administrative repost of TW-121887 under a new notice ID with no operational change; market has already priced the ~1.09 Bcf/d Thoreau West westbound constraint through Nov 10.
Reroute: Moderate: EPNG serves overlapping SoCal border and Arizona markets and is the primary alternative for westbound Permian/San Juan volumes, though any simultaneous EPNG constraint would eliminate California reroute entirely.
DTM Stonewall Gas Gathering has further revised its Force Majeure at the TCO West Braxton delivery meter (842867), raising the maximum capacity to 1.007 Bcf/d (1,007,000 Dth) for Timely cycle Gas Day 11/10/2026, up from 0.954 Bcf/d set for ID1 on 11/05. The pre-event baseline at this meter was approximately 0.55 Bcf/d (median, range 0.54-0.95 over GDs 11/02-11/08), so the new cap sits well above recent scheduled quantities, implying no incremental physical supply reduction. The FM declaration remains in effect until further notice, but the operational constraint is no longer binding at current flow levels.
No new physical constraint vs prior state -- the 1.007 Bcf/d Timely cap for GD 11/10 exceeds the pre-event baseline median of ~0.55 Bcf/d (loc_id 842867, range 0.54-0.95), confirming this is a continued easing of the original FM with zero net reduction; bearish Columbia Appalachia basis implication as stranded supply constraint lifts further.
Reroute: Moderate: TCO interconnects with TETCO and Equitrans serve overlapping Appalachian markets; however, the FM cap now exceeds pre-event flow, so reroute is moot at current scheduled quantities.
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East Tennessee Natural Gas
ETNG Customer Specific Operational Flow Order EFF 11/10
