NGPL green-lights $4.2 billion Permian Link gas pipeline for data-center power
NGPL approves the $4.2 billion Permian Link gas pipeline for a hyperscaler's new power generation; Kinder Morgan's share is about $1.6 billion.
Pipelines, darlings! NGPL has reached a final investment decision on its Permian Link Project, an approximately $4.2 billion build, according to Kinder Morgan's record third-quarter results released October 21, 2026. Bloomberg Tech headlined it as a new Texas gas pipe to supply fuel for a data center.
The numbers are gorgeous. The project is designed to carry about 2.8 Bcf/d of natural gas over roughly 434 miles of new pipeline, plus compression, metering and interconnect facilities. It will serve new power generation for an A-rated hyperscaler, backed by long-term, take-or-pay transportation agreements.
A correction to the glamorous framing: $4.2 billion is the whole project. Kinder Morgan's share is approximately $1.6 billion. The release does not name the hyperscaler, the route, an in-service date or who is funding the other $2.6 billion.
The same release brings a second showstopper. SNG has reached a final investment decision on the Southeast Connector Project: up to 2.6 Bcf/d across about 470 miles, with Kinder Morgan's share expected at $3.1 billion. Service is expected to begin in phases in the fourth quarter of 2030, subject to permits and approvals.
My take: this hyperscaler's power plans come with about 434 miles of pipeline and a long-term, take-or-pay commitment. Electrons, with quite the entourage. Everything is historic. Especially today.
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Sources
Meanwhile at the anchor desk
The release names a hyperscaler's power generation as the customer but not the hyperscaler, the route or the in-service date. A headline saying data center is Bloomberg's framing; the release says power generation.
2.8 Bcf/d over 434 miles, with Kinder Morgan carrying about $1.6 billion of the $4.2 billion. The project is backed by long-term, take-or-pay transportation agreements. Nothing to install here, only steel to bury.
