Early Bird Gets the Gas: Transco Sells Interim SESE Space for Jan.

Good news for Marcellus/Utica gas that's been stuck in a traffic jam at the Virginia/North Carolina border. Williams' Transco pipeline is taking bids (through Nov. 17) for 190,000 dekatherms per day (Dth/d) of "interim" firm capacity on its Southeast Supply Enhancement Project (SESE), starting as soon as Jan. 15, 2027. That's months before the full 1.6 billion cubic feet per day (Bcf/d) project is due online in the third quarter of 2027. The early path runs from Transco's Station 165 in Pittsylvania County, VA (right where the Mountain Valley Pipeline dumps Appalachian gas into Transco) south to a delivery point near Station 150 in Iredell County, NC. Why does it matter? Because gas at Station 165 sold for $1.305/MMBtu on Friday, while gas just downstream in Transco Zone 5 South sold for $3.040. Every molecule that gets past the bottleneck is worth more.

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