WhiteWater Midstream and partners MPLX, Enbridge (ENB) and Targa Resources (TRGP) will move forward with construction of the Traverse Pipeline in South Texas. The 36-inch bidirectional line will connect Katy-area pipelines outside Houston to the Agua Dulce hub, providing shippers access to multiple demand centers.
On April 3, WhiteWater announced the final investment decision (FID) between the WPC joint venture (WWM (51%), MPLX (30%) and ENB (19%)) and a Targa affiliate. The partners expect to begin service in 2027 on the 1.75 Bcf/d pipeline.
Traverse Pipeline will be wholly owned by the Blackcomb Pipeline JV and operated by WhiteWater. The Blackcomb JV includes WPC (70%), TRGP (17.5%) and MPLX (12.5%). Traverse will boost downstream access for several WhiteWater-operated pipes carrying gas from the Permian Basin, including Matterhorn Express at Katy and Blackcomb Pipeline at Agua Dulce (see map from WhiteWater).
North of Katy, WhiteWater is also developing the 3.5 Bcf/d Blackfin Pipeline with Venture Global (VG). Blackfin will transport gas from the Houston Ship Channel east to VG’s CP Express Pipeline for eventual delivery to the CP2 LNG project. CP2 recently received a non-FTA export license from the Department of Energy and could take more than 4 Bcf/d of feedgas by the end of the decade.
WhiteWater expects Blackfin to begin service by the end of 2025. However, without CP Express, which is still in the permitting phase, it is unclear how much gas can actually reach the premium Gillis, LA market via Blackfin. Nevertheless, the partners are doing well to address potential capacity constraints before they arise. Blackfin and CPX will open up needed capacity at the Texas-Louisiana border, diminishing the risks of oversupply from Permian associated gas and downside basis moves at HSC.
See East Daley Analytics’ Houston Ship Channel and Southeast Gulf Supply & Demand Report for an in-depth view of the Gulf Coast market. Traverse will provide a relief valve for Texas intrastate flows and reduce volatility at the Agua Dulce hub, where 3+ Bcf/d of new Permian supply will arrive much earlier than the 3+ Bcf/d of LNG demand slated to come online from the Rio Grande LNG and Texas LNG Brownsville projects. – Oren Pilant Tickers: ENB, MPLX, TRGP, VG.
NEW Webinar – EDA’s Monthly Production Stream
Join East Daley on May 7 for the inaugural Monthly Oil & Gas Production Webinar – your essential update on the latest production trends and midstream impacts across natural gas, NGLs and crude oil. In today’s energy markets, you can’t analyze one commodity in isolation – they are all tied together. Join us as we review shifts in Lower 48 production across key basins, plus infrastructure-driven volume trends, and how a shift in one market can send ripples through the others. Please sign up to join us May 7 at 10 AM MST.
Did You Miss East Daley’s NGL Webinar?
East Daley on April 16 hosted a webinar reviewing the NGL market outlook. In Fueling the NGL Surge: Growth Across Key Basins, Infrastructure, and Midstream Advantage, we covered basin growth and key producers, infrastructure and midstream players, and explored the growing linkage between commodity markets. If you missed it, please sign up to review the webinar.
Data Center Demand Monitor - Available Now!
Introducing Data Center Demand Monitor by East Daley Analytics. This is your go-to source for tracking data center projects and demand. We monitor and visualize nearly 300 US data center projects. Use Data Center Demand Monitor to forecast demand, identify pipeline corridors and track data center projects. — Request your demo now of the Data Center Demand Monitor!
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.
-1.png)