Transwestern Pipeline declared force majeure at the P-3 Compressor Station effective September 19, 2026 at 9:00 AM through September 20, 2026 at 8:59 AM -- a roughly 24-hour window. No capacity volume is stated in the notice, but TW is a primary westbound pipeline from the Permian and San Juan basins to SoCal border and Arizona markets. The force majeure designation triggers a minimum severity of 4 regardless of stated volume.
Trading note
TW force majeure at P-3 Comp Sta tightens westbound takeaway from Permian and San Juan; expect bearish pressure at Waha and San Juan basis as basin gas backs up, with bullish pressure at SoCal Border and Arizona delivery points for the roughly 24-hour event window -- no capacity figure posted, so magnitude is unquantified but reroute to EPNG is the only alternative.
Reroute potential
Moderate: El Paso Natural Gas (EPNG) is the primary competing pipeline serving SoCal border and Arizona from the Permian Basin and can absorb some displaced volumes, but EPNG spare capacity as of the evening cycle on 2026-09-19 shows SOCAL NEEDLES at 72.3% utilized with 27.7% headroom (0.235 Bcf/d OAC), suggesting partial but not full reroute is feasible; any simultaneous EPNG constraint would eliminate California reroute entirely.
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