西德州扑克:二叠纪玩管道扑克

人们一致认为,二叠纪盆地很快就需要另一条主要天然气管道。中游公司正在努力确定何时以及由谁来采取行动。

德克萨斯州二叠纪盆地正在建设中的一条管道。尽管天然气产量随美国其他盆地的天然气价格下降,但二叠纪盆地的天然气产量却持续增加。(来源:Shutterstock)

称之为管道扑克。

中游行业中的一些大公司都参与了竞标,包括 Energy Transfer、ONEOK、Targa Resources 和私营公司 Moss Lake。规则很简单:哪家公司能率先做出最终投资决定 (FID),哪家公司就能获胜。

生产商、分析师和中游公司预测,2026 年底前将需要在二叠纪盆地修建另一条天然气管道。一条主要管道通常需要两年时间才能建成。为了满足预期的时间表,需要做出最终投资决定,以便能够在 2024 年第三季度开始工作。

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原文链接/HartEnergy

West Texas Hold ’Em: Permian Plays Pipeline Poker

The consensus is that the Permian Basin needs another major gas pipeline soon. Midstream companies are trying to figure out when … and who will make the move.

A pipeline under construction in Texas’ Permian Basin. While gas production has fallen along with gas prices in other U.S. basins, the Permian’s natural gas output has continued to increase. (Source: Shutterstock)

Call it pipeline poker.

Some of the biggest names in the midstream business are seated at the table—Energy Transfer, ONEOK, Targa Resources and private company Moss Lake. The rules are simple: Whichever company can ante up with a final investment decision (FID) first wins.

Producers, analysts and midstream companies have predicted that another natural gas pipeline in the Permian will be needed before the end of 2026. A major pipeline generally takes two years to build. To meet the expected timeframe, an FID needs to be made so work can start during third quarter of 2024.

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