WhiteWater Midstream has entered the Haynesville business, and potentially poached a big opportunity from competitors. The company has taken FID on the Pelican Pipeline, a new 1.75 Bcf/d line linking Haynesville development to the Gillis hub in southwestern Louisiana.
Austin-based WhiteWater announced the decision October 30, citing sufficient firm transport agreements to move forward. The 36-inch pipeline will run 170 miles from Williams, LA to Gillis, giving Haynesville producers a direct connection to the largest LNG demand center in the US.
WhiteWater is partnering with FIC, Stonepeak, and Trace Capital Management on the Pelican project. The companies expect to begin service in 1H27.
East Daley has called for new egress capacity out of the Haynesville in the Southeast Gulf Supply & Demand Report. In the near term, we expect Williams’ (WMB) Louisiana Energy Gateway (LEG) and Momentum’s NG3 to add 3.5 Bcf/d of capacity by July 2025, and another 200 MMcf/d from the LEAP Phase 4 expansion in mid-2026. However, to meet growing LNG demand on the Gulf Coast, an additional 2.3 Bcf/d of Haynesville egress capacity is needed.
We had expected expansions on DT Midstream’s (DTM) LEAP and Energy Transfer’s (ET) Gulf Run to fill this gap. Both systems are expandable to over 3 Bcf/d.
However, WhiteWater appears to have grabbed a significant chunk of the potential market identified in our Southeast Gulf forecast. Including the Pelican project, total Haynesville egress capacity through southern Louisiana will total ~12.5 Bcf/d, satisfying most of the demand growth we’ve identified (see figure above). Other midstream companies will need to fight to secure commitments underwriting any further incremental expansions. – Oren Pilant Tickers: DTM, ET, WMB.
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