Houston..we have a problem....
7,059,869 Views | 28372 Replies
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GentrysMillTX10
6:16p, 5/3/24
Anyone know where to get a better map of this pipeline project? We are landowners in Mills county and this is the only map provided in the letter we received in the mail. There's no way to tell if it is actually on, borders, and/or will divide our property. We have reached out to the provided contacts this week with no success. Any help will be appreciated
Bibendum 86
6:20p, 5/3/24
That project is to move wet gas out of the Permian. That's an entirely different prospect than processing in basin and exporting the liquids and residue from there, and I am highly skeptical this gets built in that configuration.
techno-ag
6:37p, 5/3/24
Is that the one Apex is doing? I know some people on the OSR it might affect.
Ragoo
7:19p, 5/3/24
In reply to Bibendum 86
Bibendum 86 said:

That project is to move wet gas out of the Permian. That's an entirely different prospect than processing in basin and exporting the liquids and residue from there, and I am highly skeptical this gets built in that configuration.
it would have to be field treated and dehydrated and there would still be a condensate issue.
BrokeAssAggie
7:40p, 5/3/24
In reply to GentrysMillTX10
Keep bugging them until you get an email or call back. They should have detailed plats they can send you.
Bibendum 86
8:30p, 5/3/24
In reply to Ragoo
Ragoo said:

Bibendum 86 said:

That project is to move wet gas out of the Permian. That's an entirely different prospect than processing in basin and exporting the liquids and residue from there, and I am highly skeptical this gets built in that configuration.
it would have to be field treated and dehydrated and there would still be a condensate issue.
And condensate will be an interesting operational hurdle. Alliance was able to solve it, but there's lots more infrastructure in the Permian these days than McMurry in 2000.
birdman
8:33p, 5/3/24
In reply to GentrysMillTX10
GentrysMillTX10 said:

Anyone know where to get a better map of this pipeline project? We are landowners in Mills county and this is the only map provided in the letter we received in the mail. There's no way to tell if it is actually on, borders, and/or will divide our property. We have reached out to the provided contacts this week with no success. Any help will be appreciated


The right of way crew is likely just fishing with dynamite right now. They don't know where the pipeline is going exactly. Just putting out feelers and getting people talking at the coffee shop.

When they get zeroed in, they will have legit plats showing your property.
ChemAg15
10:36p, 5/3/24
In reply to Bibendum 86
Do you pump the condensate around the compressor stations or catch and stabilize the liquids where you can?
aduey06
9:00p, 5/4/24
I think if there is not an NGL takeaway at each compressor station you will have to have slug catcher and then blow case or pump it down the pipeline. Putting a stabilizer at all those multiple points seems excessive. Unless they are going to pig daily and keep any liquid hold up to a minimal. Some equipment company is going to have a nice project with a bunch of auto launchers. I still don't see why they are trying to move the rich gas unless they really will bypass the Waha deduct or there is a ton of spare capacity in Louisiana. It originates in loving county so I have to think most of that acreage is already dedicated to processing in the area. If they were avoiding FERC to get gas out of the basin I could understand but they are still crossing state lines so need FERC approval.
Bibendum 86
9:42p, 5/4/24
In reply to aduey06
aduey06 said:

I think if there is not an NGL takeaway at each compressor station you will have to have slug catcher and then blow case or pump it down the pipeline. Putting a stabilizer at all those multiple points seems excessive. Unless they are going to pig daily and keep any liquid hold up to a minimal. Some equipment company is going to have a nice project with a bunch of auto launchers. I still don't see why they are trying to move the rich gas unless they really will bypass the Waha deduct or there is a ton of spare capacity in Louisiana. It originates in loving county so I have to think most of that acreage is already dedicated to processing in the area. If they were avoiding FERC to get gas out of the basin I could understand but they are still crossing state lines so need FERC approval.
What he said
ChemAg15
10:06p, 5/4/24
In reply to aduey06
There's a reason the industry decided to build all those gas plants in West Texas and then pipe the NGLs to the gulf coast. I don't know how this project makes sense.
Gordo14
1:35a, 5/5/24
In reply to aduey06
aduey06 said:

I think if there is not an NGL takeaway at each compressor station you will have to have slug catcher and then blow case or pump it down the pipeline. Putting a stabilizer at all those multiple points seems excessive. Unless they are going to pig daily and keep any liquid hold up to a minimal. Some equipment company is going to have a nice project with a bunch of auto launchers. I still don't see why they are trying to move the rich gas unless they really will bypass the Waha deduct or there is a ton of spare capacity in Louisiana. It originates in loving county so I have to think most of that acreage is already dedicated to processing in the area. If they were avoiding FERC to get gas out of the basin I could understand but they are still crossing state lines so need FERC approval.


There was a good rbn energy blog about why they won't actually build this pipeline but it makes sense why they would want to build this pipeline in theory. At the end of the day there's a million reasons why a wet gas pipeline from Permian to GC makes no sense. But they are trying to bypass the established NGL players so it makes sense why they might think it's a good idea in theory.
Comeby!
9:05a, 5/5/24
In reply to Gordo14
Anyone have a link to it?
redaszag99
7:06p, 5/5/24
https://rbnenergy.com/oceanfront-property-gauging-the-promise-of-the-newly-announced-dela-pipeline
nosoupforyou
8:37a, 5/6/24
Nat Gas up to $2.21!! What's that all about?

Can it sustain above $2?
one MEEN Ag
9:02a, 5/6/24
Congrats to all you pseudo gambling degenerates who bought BOIL shares when NG went under $1.70. I hope you recovered your losses from going long NG a year ago.
Comeby!
9:36a, 5/6/24
In reply to nosoupforyou
nosoupforyou said:

Nat Gas up to $2.21!! What's that all about?

Can it sustain above $2?


I wish I knew what was driving it, but I'll take it.
Comeby!
6:49a, 5/16/24
Crescent Energy to acquire Silver Bow
nosoupforyou
6:55a, 5/16/24
They finished the $700 MM acquisition of CHK South Texas in Dec, now this


https://super.news/en/articles/2024/05/16/crescent-eyes-2-1-b-silver-bow-buy-amid-proxy-battle
MAROON
9:31a, 5/16/24
Haynesville gas production faces summer headwinds as activity hits 3-year low | S&P Global Commodity Insights (spglobal.com)

sushi94
9:32a, 5/16/24
In reply to Comeby!
Comeby! said:

nosoupforyou said:

Nat Gas up to $2.21!! What's that all about?

Can it sustain above $2?


I wish I knew what was driving it, but I'll take it.
Freeport LNG back online, 2Bcf/d demand - Production drop from 104Bcf/d to 97Bcf/d - helping to rebalance storage.
CheladaAg
11:31a, 5/16/24
In reply to nosoupforyou
There has been some proxy drama between SBOW and Kimmeridge last few months, I'm wondering if this is their out.
Cyp0111
11:35a, 5/16/24
In reply to CheladaAg
This was exactly what I was thinking with the board drama.
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