Pandemic casts shadow on US midstream
Lack of demand and permitting uncertainty paints gloomy picture for pipeline firms
North America’s midstream sector has a challenging path to navigate. Sanctioning and building new pipelines is becoming more difficult than ever, and for gas in particular, the recent winter storm has shone a light on infrastructure vulnerabilities. Gas pipeline operators believe the fuel they transport will be a critical component of energy systems for years to come and are striving to move projects forward. But in the short term, the impact of the pandemic will also need to be taken into account. “On the con side, the review and permitting process could become more complex and arduous” Ellis, Morningstar “There is a lack of major gas [pipeline] projects under construction at the mo
Also in this section
4 December 2025
Time is running out for Lukoil and Rosneft to divest international assets that will be mostly rendered useless to them when the US sanctions deadline arrives in mid-December
3 December 2025
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
1 December 2025
The North African producer’s first bidding round in almost two decades is an important milestone but the recent extension suggests a degree of trepidation






