Thursday, August 20, 2026

New Natural Gas Pipeline To Overwhelm The Permian Basin With Outbound Capacity -- RBN Energy __ Augus 20, 2026

Locator: 51506ARCHIVES.  

RBN Energy: new natural gas pipeline to overwhelm the Permian Basin with outbound capacity. Link here. Archived.

The Permian Basin is the nation’s second-largest natural gas-producing region, and over the past couple of years it has been dominated by one overarching story: pipeline takeaway constraints and periods of negative prices at the Waha Hub. That has changed recently, however, as more pipelines out of the region have entered service. Now, a consortium led by WhiteWater Midstream has reached a final investment decision (FID) on the Solitude Pipeline System, which will have the capacity to take an astonishing 4.5 Bcf/d of gas from the Permian by the early 2030s. In today’s RBN blog, we’ll explain why Solitude has the potential to upend the Permian gas story, bringing us a market where takeaway capacity is so great that production cannot keep up and multiple lines out of the Permian run largely empty.

Before we look at the potential effects of Solitude, let’s look at what the project aims to do. Despite the lonely sounding name, Solitude (dashed orange line in Figure 1 below) will consist of two 48-inch pipelines, each capable of transporting 2.25 Bcf/d (for a total of 4.5 Bcf/d). Solitude is the name of a ski resort in Utah, which is probably the source of the name, as many WhiteWater-affiliated pipelines in Texas are named after mountains (Whistler, Blackcomb, Matterhorn, Eiger). Solitude will run from the Permian to Katy, just west of Houston. This is a familiar route for WhiteWater, which has been operating the Matterhorn Express pipeline (yellow line) since late 2024 and is building Eiger Express (dashed red line), which is planned to enter service in 2028. While the route is similar, Solitude has a different ownership group than other WhiteWater-led pipelines. WhiteWater will own 50% of Solitude, followed by Devon Energy (25%), MPLX (10%), Diamondback Energy (7.5%) and Western Midstream Partners (7.5%). The current plan is to have the first Solitude pipeline flowing gas in late 2029, with the second to follow in 2030.

  

WTI? Looking For $88 Today -- IPOs: September, 2026, For Anthropic -- Early 2027 For OpenAI --August 20, 2026

Locator: 51505ARCHIVES.  

Trump: I remain amazed at the vigor and vitality of President Trump. Amazing how quickly the media has forgotten the former president. 

Belfer Center (Harvard) raising threat of AI and the new age of bioweapons (think China, Covid). Now we have American governors and even the US politicos at the delaying the US AI sector. China doing a good job influencing Americans to stop / delay AI/LDC development. RFK, Jr., doing even a better job at stopping vaccine development that would be useful in biowarfare. 

My least favorite commercial: Tom Lehman on Yrefy. 

Speaking of Tom Lehman, who did not join the LIV, there were early stories on the changes of LIV this year and whether golfers like Bryson DeChambeau will return to the PGA and/or whether the PGA will welcome them back (not likely).  From chatbot: that is correct. Tom Lehman did not join LIV Golf. Instead, he has been vocal in criticizing LIV and strongly opposed allowing defectors an easy path back to the PGA Tour, stating that returning players should start over from the bottom. For what it's worth, I agree completely. 

Bessent's move on rates yesterday began with Yellen years ago. 

Treasury Secretary Scott Bessent is utilizing a debt-management strategy of heavy short-term T-bill issuance and long-term debt buybacks to suppress bond yields, mirroring a playbook previously used by former Treasury Secretary Janet Yellen. 
Despite previously criticizing this approach, Bessent has adopted these methods to curb long-term yields, placing pressure on the Federal Reserve. Read full story at CNBC. Steve Liesman trying to downplay Yellen's role in all of this. I was impressed that Gemini was able to find this story based on limited information from. Link here. According to CNBC, "debt-management strategy" was a phrase coined by Douglas H Keare and William L Silber (in 1965) (at the link). Bessent criticized Yellen's actions at the time. This is an AI-generated report and there may be confirmation required.

Samsung: up almost 10% after initiates huge cash return to shareholders. 

Device-free push? Anyone who thinks "device-free" push could have unintended consequences is at the far end of the "crazy" continuum. Link here. Texas middle schools in our area are taking "measured" and sensible approach. 

Major heat warnings today: we'll be up to 105°F later today. Link here for more on Fahrenheit temps and how we got here.

WTI: up $2.28; up 2.7%; trading at $86.67. Large integrated oil companies up today but not as much as expected based on what is being reported out of the Mideast; out of the White House; etc.  Will we see WTI at $90 by end of next week. Looking for $87 today. Is Oilprice behind or CNBC wrong -- CNBC showing WTI having crossed the $88 mark. CNBC now showing WTI at $88.40. Integrated oils will be up at least 1% today.

CNBC: early morning -- Becky Quick not on. Replacement looks like she got unexpected early morning call to fill in for Becky. 

DFW update:  

The Dallas Fort Worth International Airport Board approved construction projects on Terminals A, C, D, E and F and road work near the Rental Car Center during the Aug. 6 meeting. The projects are part of the DFW Forward capital plan.

The $66.8 million has a five-year term and is set to start in October.

AI: lots of talk around OpenAI and Anthropic right now on CNBC. Anthropic looking better than OpenAI right now. Anthropic really focused, but long term OpenAI might offer customers / clients more opportunities. Conversation switches to the issue of "safety." Expert suggests confusion on this subject. "Researchers are generally freaking out what they're seeing. They can't control these machines." 

Harry and Meagan moving back to England.  My hunch: Hollywood will say "good riddance." 

Breaking! First Blog To Report -- DEERE Soars -- The Shorts Will Be Covering Today -- Never Underestimate The American Farmer -- Whoo-Hoo! Could DE Move The Market Today? August 20, 2026

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From Barron's Yesterday

Now, back to Deere. 

Link here