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Global Pipeline Construction Surges Amid Energy Infrastructure Deals

New data indicates a significant increase in global pipeline construction, with 12,300 kilometres currently underway and an additional 20,100 kilometres proposed worldwide.

  • 12,300 kilometres of pipelines are currently under construction globally, with 20,100 kilometres proposed.
  • Targa Resources' shares rose 10% in mid-August after announcing a 20-year midstream deal with ExxonMobil.
  • Targa plans three new natural-gas processing plants in the Permian Delaware, expected to be operational in the first half of 2028.

Global pipeline construction is experiencing a notable surge, with 12,300 kilometres of new pipelines currently under construction and a further 20,100 kilometres proposed worldwide, according to information from Global Energy Monitor cited by The Economist. These additions represent nearly a 10% increase over the 350,000 kilometres of pipelines currently in operation.

This growth comes as energy companies and governments commission multibillion-dollar projects to facilitate the movement of oil and gas. In mid-August, Targa Resources saw its shares rise by 10% following the announcement of a 20-year midstream agreement with ExxonMobil. This deal involves Targa building and operating a portfolio of energy infrastructure assets for ExxonMobil.

As part of the agreement, Targa has announced plans for three new natural-gas processing plants in the Permian Delaware region: Wrangler, Ranger, and Ranger II. These plants will have a combined capacity of approximately 825 million cubic feet per day and are expected to be operational in the first half of 2028. Targa also plans to construct a new 70-mile natural-gas pipeline, Bull Run II, supported by take-or-pay commitments.

To meet these commitments, Targa has increased its expected capital spending for the year from $4.5 billion to $5 billion. The company spent $2.1 billion on growth and maintenance capital in the first half of 2026, a 23% increase from the same period in 2025.

Why this matters: The expansion of pipeline infrastructure highlights ongoing investment in the oil and gas industry, which is crucial for global energy supply and distribution, particularly in regions where tanker transport is not feasible or restricted.

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