Pipeline Project Progress Report — MVP, Permian & Haynesville Forecasts

MVP Finally Finds a Path to Completion

Our first analysis on Mountain Valley Pipeline was July 6, 2017. It's almost six years later... and the project is still not in service.

Why does it matter?

Last month, President Biden and Speaker McCarthy reached a settlement on the nation’s debt limit and included in that bill was a special section that specifically directed administrative agencies to issue all permits for the MVP. Even more important was the provision in the statute that declared?no court?will be allowed to review those permits.

What’s our view?

This statute means the project will go into service and changes the concern to a question of timing. We view the first quarter of 2024 as the most likely timeline for that event, but it could come sooner. One thing that's certain is the opposition will not give up.

Full rundown on MVP's in-service timing ??

Property Records Show Permian Pipelines Moving Forward

Tracking the early progress of proposed intrastate pipelines in Texas can be a challenge because there is limited regulatory oversight.

Why does it matter?

Some of the currently proposed projects could have a significant impact on pricing in the Permian basin (and markets generally) as additional gas supplies would be able to reach demand centers and marketing hubs.

What’s our view?

During the prior intrastate pipeline boom in Texas, we developed a database of the land acquisition activities for the various projects — which proved to be a reliable early indicator about when each could potentially be online. Based on similar data for the new projects today, it appears ADCC Pipeline and Matterhorn Express could be in-service ahead of market expectations.

?Full analysis and more charts ??

The Haynesville Basin: Growing Interest and Growing Capacity

The Haynesville project buildout is underway, similar to the Permian buildout a few years ago but with far less systematized data.?

Why does it matter?

Competitive intelligence in the region is critical to understanding market fundamentals, project timing, and project opportunities. Due to unstandardized reporting requirements and enforcement, there is limited and hard to capture publicly available data at the state level.

What’s our view?

The Arbo team is providing cutting edge competitive intelligence to our customers tracking Haynesville projects in a technologically forward way. By relying heavily on our data acquisition system overlaid with our subject matter experts, there is no better source for reliable, timely project information.

Read on ??