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

SEV 4/5Force Majeure1.110 Bcf/d1 days
Summary
Transwestern Pipeline has reposted the Thoreau West System force majeure under a new notice ID (TW-121846), extending the event window one gas day forward to Nov 7 9:00AM through Nov 8 8:59AM. The prior notice (TW-121842) covered Nov 6 9:00AM through Nov 7 8:59AM, so this posting rolls the FM into the next gas day. Pre-event westbound flow through the Thoreau West mainline past Station 3 (Leupp, AZ) was approximately 1.11 Bcf/d (range 1.06-1.19 Bcf/d over the prior week), representing the volume exposed to this outage.
Trading note
Thoreau West FM extends into gas day Nov 7-8, keeping ~1.11 Bcf/d of westbound TW capacity offline for another day; bullish SoCal Border and Arizona, bearish Waha/Permian as Permian/San Juan supply cannot move west on this segment.
Reroute potential
Moderate: EPNG serves the same SoCal border and Arizona delivery markets, but any EPNG spare capacity must absorb the full ~1.11 Bcf/d TW shortfall; simultaneous EPNG constraints would leave California with no reroute.

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View original notice text (as posted by Transwestern Pipeline)
Pipeline: Transwestern Pipeline
Notice ID: 121846
Notice Type: Capacity Constraint
Subject: M/L THOREAU WEST SYSTEM
Posted: Nov 6 2026 6:42PM
Effective: Nov 7 2026 9:00AM
End Date: Nov 8 2026 8:59AM

Notice Type Description: Capacity Constraint
Notice Identifier: 121846
Critical Notice Description: Critical notice
Posting Date/Time: Nov 6 2026 6:42PM
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: Nov 7 2026 9:00AM
Notice End Date/Time: Nov 8 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 2026-11-07. https://enercast.com/notice/transwestern-pipeline-tw-121846-r1.html
ID: TW-121846  |  Rev. 1  |  Posted: 2026-11-07 00:46  |  Direction: Bearish (this update) · event Bullish — end date extended one day to Nov 8 8:59AM (was Nov 7 8:59AM), force majeure continues into next gas day All Transwestern Pipeline notices  ·  page generated 2026-11-07 00:47 UTC