Plainview Weekly | Major Midstream Moves: Genesis Captures More Louisiana Flows + Permian New Mexico Surge
Poseidon barrels pivot to Raceland over Zydeco in Houma | Oryx Roadrunner volumes triple from 100k to 350k bpd across the state line
Crude Flow Shift: Poseidon Pipeline Deliveries Move from Zydeco to Genesis Raceland at Houma
Over the past six months, there has been a clear and significant shift in crude oil flow patterns at the Houma, Louisiana delivery point for the Poseidon offshore pipeline system. Historically, the majority of Poseidon volumes were handed off to the Shell-owned Zydeco pipeline at Houma for onward transport. Recently, however, a growing share of these barrels is now being delivered instead to Genesis Energy’s Raceland pipeline system at the same Houma hub.
From Houma, the crude on Raceland pipeline moves northeast and gains access to additional optionality, including connections into Sentinel Midstream’s pipeline network or a short-haul segment of Genesis pipeline that ultimately ties into the LOCAP system. This rerouting supports Genesis Energy’s broader long-term strategy of vertically integrating its offshore production handling assets with its onshore crude gathering and trunkline infrastructure, allowing the company to capture incremental transportation and handling revenue by routing the same barrel through multiple segments of its own system before it reaches final markets.
Plains Oryx Roadrunner Pipeline Booms with Strong Southeast New Mexico Production Growth
Southeast New Mexico has emerged as the primary growth engine for Permian Basin crude oil production over the past five years. Since the start of 2021, daily output from the New Mexico side of the Delaware Basin has more than doubled, surging from roughly 1 million barrels per day to approximately 2.3 million barrels per day as of September 2025. This increase outpaces the more modest growth seen in the much larger Texas portion of the Permian, cementing southeast New Mexico as the dominant driver of overall basin expansion. The rapid production rise has delivered substantial benefits to midstream operators across both crude and natural gas infrastructure.
One of the clearest winners has been the Plains All American through its Plains Oryx joint venture. The Oryx Delaware “Roadrunner” gathering system, which collects crude along the New Mexico-Texas border and transports it to major hubs at Crane and Midland, has seen volumes crossing the state line explode from around 100,000 barrels per day at the beginning of 2021 to approximately 350,000 barrels per day by mid-2025. Total net deliveries from this single subsystem into Crane and Midland now exceed 700,000 barrels per day, underscoring how concentrated New Mexico growth has become a cornerstone of Plains’ Permian throughput and revenue expansion.
Flow/Transaction Updates and New Assets Under Coverage
Plainview has over 300 assets with crude oil flow or transactional data on our platform and continues to add more each week. Data for existing assets under coverage are posted as soon as they become available. Below are the assets that were updated this week or newly added to coverage.
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