Tuesday, October 14, 2025

Update On Kinder Morgan In The Bakken -- October 14, 2025

Locator: 49374B.

Two years of Hamas horror. Over. And in the big scheme of things .... well, much could be said. I think we're simply back to October 6, 2025. 

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

WTI: $58.40

New wells: link here

RBN Energy: link here

Link here. Archived. This is the "early release." The full article will be available tomorrow.

Kinder Morgan’s Options 
For Moving Bakken NGLs 
To
 Conway and the Gulf Coast 

Kinder Morgan’s ongoing conversion of the Double H Pipeline to NGL service is only part of a larger plan by the midstream giant to move significant volumes of Bakken-sourced Y-grade from western North Dakota to fractionation centers in Kansas and the Texas Gulf Coast. The Double H, which until recently transported crude oil, runs only to eastern Wyoming, so how will NGLs on the pipeline — renamed Hiland Express — get from there to Conway, KS; Mont Belvieu, TX; and maybe Sweeny, TX, too? In today’s RBN blog, we discuss the likely flow paths for southbound Y-grade on Hiland Express, a new NGL takeaway alternative for Bakken gas processors.

First, some background. As we said a while back in Take It To The Limit, crude-oil-focused wells in the Bakken generate large volumes of NGL-packed associated gas that need to be processed. There are five main ways to move NGLs out of the Bakken: (1) moving mixed NGLs south to Conway on ONEOK’s Elk Creek and Bakken NGL pipelines (purple and dark-pink lines, respectively, in Figure 1 below); (2) piping ethane north to Canada on Pembina’s Vantage Pipeline (light-orange line); (3) trucking or railing out so-called C3+ NGLs (propane, butanes and pentanes) — ethane can’t be transported that way; (4) entraining mixed NGLs within “wet” gas on Pembina’s Alliance pipeline (red line) to the Chicago area (where the NGLs are separated via fractionation); and (5) rejecting ethane into gas on the Northern Border pipeline (dark-blue line).

Full article available tomorrow at this link

By the way, the song RBN Energy chose for this story: "One Way or Another," Debbie Harry and Nigel Harrison; appears as the second song on side one of Blondie's third studio album, Parallel Lines. Lyrics similar to what Taylor Swift might have written but the energy, lyrics, music is so much better -- and that was back in May, 1979, when it was released. Amazing.