Tallgrass Energy is developing a natural gas pipeline from the San Juan Basin into the growing Arizona market, recently winning a key local permit.
The company has said little publicly, but has filed with state regulators and the Navajo Nation to build a 234-mile pipeline from northwest of Farmington, NM to north of Flagstaff, AZ (see map). 
On March 30, the Navajo Nation Council, in a 3-1 vote, approved a right-of-way application by GreenView Logistics LLC, a subsidiary of Tallgrass, to construct and operate the gas pipeline through northern and western tribal lands.Tallgrass first approached the Navajo Nation in April 2024, originally proposing to build a hydrogen pipeline.
It has since changed the project scope to move natural gas, or a natural gas/hydrogen blend.The right-of-way grant is contingent on GreenView completing environmental studies, archaeological clearances, as well as other requirements from the Navajo Nation’s rules and regulations.
Tallgrass also discussed the project at an Aug. 28, 2025 natural gas infrastructure workshop hosted by the Arizona Corporation Commission (ACC). Tallgrass pitched the pipeline as hydrogen-ready, and said it could be completed as early as YE27, according to an ACC filing.
Arizona has been in the spotlight as an emerging demand corridor, driven by growing gas-fired power for data centers and an expanding population. Energy Transfer (ET) has upsized its Desert Southwest Pipeline into Arizona to 2.3 Bcf/d due to strong in-state demand.
At the August ’25 ACC meeting, four Arizona utilities (Arizona Public Service, Salt River Project, Tucson Electric Power, UNS Energy) stressed the need for new pipelines to serve power plants and maintain seasonal reliability. They noted that 45% of Arizona’s electricity is generated by gas, and that existing gas pipelines are 100% subscribed.
If built, the GreenView project would provide a new pipeline route into Arizona, and also likely a new outlet for San Juan gas producers.
In Energy Data Studio, East Daley sees modest growth ahead for San Juan gas production, reaching 2.0 Bcf/d by 2028 (see figure). The Tallgrass project could spur more development if it continues to make regulatory progress. – Alec Gravelle Tickers: ET.
One Market, One Model: Gain a Holistic View of North America Supply & Demand
East Daley Analytics is pleased to announce the Canada Supply & Demand report. The Canada S&D completes our North American model, providing a fully integrated supply and demand forecast for crude oil and natural gas. East Daley follows molecules from Canadian production through US infrastructure to end-markets. Clients now have a continental view to anticipate trends, from how Canadian gas is reshaping Midwest markets, to how crude imports flow to Gulf Coast refiners. The Canada S&D report and dataset is available exclusively in Energy Data Studio. Reach out to learn more about East Daley’s North American energy model.
Reading the Signals: Staying Ahead of Gas, Crude & NGL Markets Through Year-End
Volatility is defining today’s energy markets, and East Daley’s July webinar will help you make sense of what’s next.
Prices are the signal producers can’t ignore. Natural gas prices remain under pressure while crude oil markets continue to react to geopolitical tensions in the Middle East. When realized prices compress, producers respond: deferring completions, high-grading acreage, and re-underwriting economics in real time. The question isn’t whether producers are adapting, it’s how fast, and where the next pressure point emerges.
Infrastructure is the other half of the equation. In the NGL market, rising Waha gas prices, driven by new pipeline capacity, are eroding the cost advantage that’s long favored ethane rejection. In the Permian, the math is even more binding: how much longer can oil and associated gas production keep growing as crude takeaway capacity tightens? Infrastructure doesn’t just move barrels. It sets the ceiling on what producers can economically bring to market.
And none of this happens in isolation. Gas, crude, and NGLs are structurally linked through associated production, processing economics, and shared basin infrastructure. A shift in one commodity’s price or takeaway capacity ripples through the others, which means forecasting any single molecule in a vacuum gets you the wrong answer.
Join East Daley’s analysts as they connect these dots: breaking down the market forces shaping H2 2026, what they mean for producers and midstream operators, and the key indicators to watch in the months ahead.
Click here to register for our July webinar on Wednesday, July 29, at 10:00 a.m. MT.
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