Enercast
Transwestern Pipeline

[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM

SEV 4/5Force Majeure1 days
Summary
Transwestern Pipeline has declared a force majeure on the M/L Thoreau West System effective Oct 25 9:00 AM through Oct 26 8:59 AM (one gas day). This is a revision of prior notice TW-121532 (same event, same location), sliding the effective window forward by one day; no capacity figures are stated in either notice. Pre-event flow past Station 3 (Leupp, AZ) had been running at a median of approximately 1.11 Bcf/d westbound (range 1.02-1.26 Bcf/d over Oct 18-24), but the notice provides no cap or stated reduction, so net cut is unquantified.
Trading note
TW force majeure on the Thoreau West mainline (pre-event ~1.11 Bcf/d westbound) cuts unquantified capacity on the San Juan/Permian-to-California corridor for one gas day (Oct 25-26); expect bullish pressure at SoCal Border and Arizona delivery points, with offsetting bearish pressure at Waha/San Juan as westbound takeaway is impaired -- update_direction is bearish because the prior notice (TW-121532) already covered Oct 24-25 and this posting simply shifts the FM window one day forward with no new operational escalation.
Reroute potential
Moderate: EPNG serves the same SoCal border market and provides a partial alternative, but if EPNG is simultaneously constrained no California reroute exists; check EPNG conditions before assuming full offset.

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View original notice text (as posted by Transwestern Pipeline)
Pipeline: Transwestern Pipeline
Notice ID: 121527
Notice Type: Capacity Constraint
Subject: M/L THOREAU WEST SYSTEM
Posted: Oct 24 2026 7:19PM
Effective: Oct 25 2026 9:00AM
End Date: Oct 26 2026 8:59AM

Notice Type Description: Capacity Constraint
Notice Identifier: 121527
Critical Notice Description: Critical notice
Posting Date/Time: Oct 24 2026 7:19PM
Notice Status Description: Initiate
Required Response Indicator Description: No response required
TSP: 7933047
TSP Name: TRANSWESTERN PIPELINE COMPANY, LLC
Subject: M/L THOREAU WEST SYSTEM
Notice Effective Date/Time: Oct 25 2026 9:00AM
Notice End Date/Time: Oct 26 2026 8:59AM
Reason: Force Majeure
Location: M/L THOREAU WEST SYSTEM
Cite this Enercast Pipe Monitor, “[Transwestern Pipeline] [Capacity Constraint] M/L THOREAU WEST SYSTEM” (Transwestern Pipeline), posted 2026-10-25. https://enercast.com/notice/transwestern-pipeline-tw-121527-r1.html
ID: TW-121527  |  Rev. 1  |  Posted: 2026-10-25 00:47  |  Direction: Bearish (this update) · event Bullish — effective window shifted one day later (Oct 25-26 vs Oct 24-25 in prior notice TW-121532) All Transwestern Pipeline notices  ·  page generated 2026-10-25 00:49 UTC