Momentum Midstream’s New Generation Gas Gathering (NG3) pipeline officially started service on Oct. 1, flowing over 0.5 Bcf/d on the first day. The line adds another 1.7 Bcf/d of capacity and brings total Louisiana Haynesville southbound egress to 9.5 Bcf/d.
East Daley Analytics observes NG3 interconnects with TC Louisiana Intrastate and Transcontinental pipeline (Transco), with more likely to pop up soon. The pipeline had been nominating 250-300 MMcf/d into Transco in September during commissioning, according to the Transco bulletin board, but shippers told East Daley that NG3 formally began service at the start of October.
Momentum has a large Haynesville gathering footprint and has acquired several smaller systems in recent years, namely Align Midstream and Clearfork Midstream. Major producers on those systems include Aethon, EXCO Resources, and TG Natural Resources.
Clearfork Midstream operates two non-contiguous gathering systems in the Haynesville. The Holly system in Louisiana is located at the center of the high-producing core acreage, gathering nearly 0.5 Bcf/d for major producers like Expand Energy (EXE), Comstock Resources (CRK) and Exco Resources. Aethon also produces on the Holly system from legacy Tellurian assets acquired in 2024. East Daley forecasts Clearfork system volumes to grow to over 900 MMcf/d by YE28, supported by LNG demand growth at the Gillis hub.
The chart shows all four major Haynesville egress pipes to Gillis. Williams’ (WMB) Louisiana Energy Gateway (LEG) has ramped quickly to over 0.85 Bcf/d on average in September, and DT Midstream’s (DTM) LEAP is running nearly full at 1.9 Bcf/d capacity. DTM expects to put the Phase 4 expansion (+0.2 Bcf/d) into service ahead of schedule in early 2026. Gulf Run’s Zone 2 line is running under capacity and has actually seen a slight reduction in flows as volumes begin to fill new pipes. However, we expect that volumes will rapidly increase once Golden Pass LNG turns online; Golden Pass holds 1.1 Bcf/d of capacity on Gulf Run.
EXE also owns a 35% equity stake and signed on as an anchor shipper for NG3. Speaking at the Pickering Energy Partners Conference in Austin on Sept. 30, EXE CEO Nick Dell’Osso said that most of the capacity coming online into Gillis would be fed by Louisiana acreage.
We recently noted that total ArkLaTex rigs have climbed to 55. Most of the year that count was skewed towards East Texas, where exploratory drilling is building a sizable inventory of deferred production, although recent rig adds have been concentrated in Louisiana. Either way, Momentum is well positioned to take advantage of 5 Bcf/d of forecasted Y-o-Y growth out of the ArkLaTex. – Oren Pilant Tickers: CRK, DTM, EXE, WMB.
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