Is the market reaction to the latest delay of Mountain Valley Pipeline justified?
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
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Executive Summary
- Pipeline permitting: a long regulatory journey with many risks
- Supply: northeast producers have shown restraints on growth in the near-term
- Gas flow: MVP cannibalizes existing flows initially and the delay could impact Eastern South Point and Transco Zone 5
- The future: when could pipeline constraints emerge without MVP?
Tables and charts
This report includes the following images and tables:
- Proposed route for MVP
- Regulatory permits and challenges for MVP
- Most producers have slowed down SWMU growth
- Near-term SWMU production outlook versus pipeline takeaway capacity
- Eastern South Point basis changes assuming a no pipe-scenario
- Eastern South Point basis forward changes post-MVP delay announcement*
- Near-term SWMU production outlook versus pipeline takeaway capacity
What's included
This report contains: