DT Midstream (DTM) is making quick progress on the company’s LEAP expansion, adding more pipeline to move gas to market in the ArkLaTex Basin.
On December 6, DTM announced early mechanical completion of Phase 2 of LEAP. The high-pressure gathering line transports Haynesville gas from northwestern Louisiana to the state’s Gulf Coast, where several LNG export projects are under construction. With the Phase 2 progress, DTM plans to make 400 MMcf/d of new capacity available for firm service on January 1, 2024.
DTM has been bringing on LEAP ahead of the project timeline. DTM began Phase 1 (+300 MMcf/d) at the start of September ‘23, two months ahead of schedule, and the new capacity filled immediately (see chart). The start of Phase 2 will bring the total capacity of LEAP to 1.7 Bcf/d. The company expects to start service on the Phase 3 expansion (+200 MMcf/d) in 3Q24.
In addition to LEAP, DTM is working on two other infrastructure projects in the Haynesville. A new 1 Bcf/d interconnect between LEAP and TC Energy’s (TRP) Gillis Access project will expand LEAP’s market connectivity to 3.6 Bcf/d along the Louisiana LNG corridor, with optionality to supply various LNG projects in the region.
DTM is also building a 400 MMcf/d supply interconnect to the Blue Union gathering system with a third-party processing plant near Carthage, TX. Blue Union is in the process of expanding to 2.6 Bcf/d by 1Q24. The system is currently flowing ~1.7 Bcf/d, meaning there is ample spare capacity to connect new customers. – Oren Pilant Tickers: DTM, TRP.
Dirty Little Secrets is Now Available
Dirty Little Secrets is now available. East Daley held our Dirty Little Secrets annual webinar on Wednesday, December 13. In “Volatility Will Continue Until Morale Improves,” we reviewed the factors likely to drive volatility ahead in oil, natural gas and NGL markets. We review the outlook for these markets and the midstream sector. Review the Dirty Little Secrets webinar here.
East Daley, Hart Bring NEW Gas & Midstream Weekly
East Daley is teaming up with Hart Energy on the NEW Gas & Midstream Weekly newsletter. This new report combines the strengths of Hart Energy's journalistic reporting and analysis on natural gas, LNG, midstream energy and deal-making with EDA's deep research and intelligence of hydrocarbons, storage and transportation.
Published every Thursday morning, this new powerhouse newsletter is an interactive and enlightening read highlighting breaking news, exclusive interviews, videos, charts, maps and more. The newsletter utilizes East Daley's Energy Data Studio tools for natural gas predictive analytics with Hart Energy's Rextag mapping tools to present a holistic view of pricing triggers, infrastructure growth, pipeline and processing bottlenecks, regulatory and legal hurdles, and the inevitable solutions.
Energy Data Studio
East Daley Analytics has launched Energy Data Studio, a platform for our industry-leading midstream data and commodity production forecasts. All clients have access to the new client portal. If you have not yet logged in, please fill out the form to request a registration email be resent.
Energy Data Studio leverages our G&P data set for insights into midstream assets across every major oil and gas basin in North America. Users can navigate detailed visual dashboards by region, pipeline, or individual asset to understand crude oil, natural gas and NGL supply at the most granular level.
Energy Data Studio is available through data downloads from the visual interface, in Excel files, or as a direct feed delivered into subscribers’ workflow via secure file transfer. To learn more about Energy Data Studio, please contact firstname.lastname@example.org.
The Daley Note
Subscribe to The Daley Note (TDN) for midstream insights delivered daily to your inbox. The Daley Note covers news, commodity prices, security prices and EDA research likely to affect markets in the short term.