[Transwestern Pipeline] [Force Majeure] Force Majeure - GCX Waha- POI 100744- GD 9/11/2026 (Intraday 3) thru 9/12/26
SEV 4/5Force Majeure0.250 Bcf/d2 days
Summary
Transwestern Pipeline declared force majeure at the GCX Waha interconnect (POI 100744) effective September 11, 2026 at 4:02 PM, reducing delivery capacity from 0.250 Bcf/d to zero due to emergency valve repair. Restoration to full 0.250 Bcf/d capacity is scheduled for September 13, 2026 at 8:59 AM, yielding approximately two gas days of curtailment. Live capacity data for GD 9/11 id3 confirms GCX WAHA (loc 100744) posted operating capacity of 0 with scheduled volumes of 0.027 Bcf/d, consistent with the force majeure declaration -- the data predates full reflection of the event but already shows the constraint.
Trading note
TW force majeure eliminates 0.250 Bcf/d of Permian takeaway at GCX Waha through 9/13 morning; expect bearish Waha basis pressure as Permian supply backs up, with modest bullish signal at SoCal Border and Arizona delivery points where TW volumes are reduced.
Reroute potential
Moderate: EPNG serves overlapping Permian-to-SoCal/Arizona corridors and is the primary reroute alternative for westbound volumes displaced from TW at Waha; however, if EPNG is simultaneously constrained, no California reroute exists. The GCX Waha point is a specific Permian Basin interconnect and producers may need to redirect onto EPNG or other Permian takeaway pipes.
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