[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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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 dayAll Transwestern Pipeline notices
· page generated 2026-11-07 00:47 UTC