Enterprise Products’ (EPD) Bahia NGL pipeline is scheduled to enter service in December 2025, adding a major new artery from the Delaware and Midland basins to Mont Belvieu. The 550-mile system brings 600 Mb/d of Y-grade capacity, replacing legacy flows on Seminole Pipeline and increasing net Permian NGL takeaway by ~450 Mb/d.
In the NGL Hub Model, East Daley Analytics expects a rapid ramp once Bahia is online. Seminole’s historical volumes provide a foundation for baseload throughput, and EPD will be highly motivated to rebalance flows across its network as Shin Oak approaches system limits.
With Seminole being converted back to crude service as the future Midland-to-Echo 2, EPD effectively trades a constrained NGL pipe for a high-value crude corridor while expanding Y-grade egress through Bahia. The shift underscores EPD’s long-term strategy: secure more barrels on its integrated value chain and protect its fractionation share at Mont Belvieu.
Strategically, Bahia adds to what is already shaping up as an overbuilt Permian NGL takeaway environment through 2026. But for EPD, the new line strengthens network optionality, protects Shin Oak reliability, and ensures the system can capture and move the next tranche of basin growth as new G&P plants come online. – Julian Renton Tickers: EPD.
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