Memo To Self -- Things To Do This Fall -- August 21, 2023

Locator: 45445B.

Vaccinations:

• seasonal flu
• Covid-19 -- new vaccine, autumn, 2023
• RSV 

Not going to last: link here. The oil sector / ETF, a utility ETF.

Whoo-hoo, link here (note: these are now officially "utilities":

Time value of money, link here:

*********************
Back to the Bakken

WTI: $80.54.

Wednesday, August 23, 2023: 42 for the month; 244 for the quarter, 489 for the year
39448, conf, CLR, Edward 8-23H1, 

Tuesday, August 22, 2023: 41 for the month; 243 for the quarter, 488 for the year
None.

RBN Energy: Southeast gas midstream expansions heat up as MVP regains traction. Archived.

With the Mountain Valley Pipeline (MVP) project clearing some major legal hurdles in recent weeks and construction resuming, it’s become increasingly likely that Appalachian gas producers will soon have 2 Bcf/d of new takeaway capacity, potentially as early as late 2023. However, the degree to which the pipeline will translate into higher production from the supply basin and improved supply access for the gas-thirsty, premium markets in the Southeast will largely depend on the availability of transportation capacity downstream of MVP.

As such, the race is on to expand pipeline capacity from the pipe’s termination point at Williams’s Transco Pipeline Station 165 in southern Virginia, not only to deal with the impending influx of supply from MVP but also to move that gas to growing demand centers in Virginia and the Carolinas.

MVP’s lead developer, Equitrans Midstream, is hoping to build an extension to the mainline — the MVP Southgate project — while Transco has designs of its own for capturing downstream customers.

In today’s RBN blog, we provide an update on MVP and the various expansion projects in the works to move newly available supply to market.