Enercast

New on Enercast: 1. Capacity Offline section 2. Easier critical notice layout 3. Educational How It Works hub #natgas #oott

Some bigger moves in today's early cycle pipe flow data #natgas

CTPL Gillis Compressor maintenance on 11/17 and 11/19 each impose a 0.400 Bcf/d transport impact to Sabine Pass LNG feedgas, capping available capacity at 1.130 Bcf/d per window #natgas #lng

Canada is sending less gas south. Net U.S. pipeline imports from Canada: 5.66 Bcf/d Jan–Oct, down 13% on the year. Every month of 2026 is below 2025. Same period: LNG Canada took an estimated ~1.4 Bcf/d more gas at Kitimat.👇 enercast.com/news/canada-gas…

Cove Point LNG critical operational alert with no stated cap or curtailment volume; pre-event feedgas delivery was running ~0.86 Bcf/d (loc 10001 D:DPQ, 93.3% utilized, only 0.061 Bcf/d headroom), so any reduction is bearish for Appalachian supply demand and bearish for the LNG export arb #natgas

Pipeline maintenance season is over. Unplanned outages aren’t. Planned outages on U.S. interstate gas pipelines: 18 in August → 5 in October. Unplanned: 23–28 every month since June, with no seasonal letup. Capacity offline peaked at 4.18 Bcf/d on Oct 28. Charts + what’s still scheduled into December 👇 enercast.com/news/pipeline-m…

U.S. gas supply, now by basin. Daily. Appalachia, Haynesville, Permian and 8 more, from actual pipeline nominations. Rows add up to the national total, so you can see where a move came from. Free on #enercast 👇 enercast.com/news/supply-by-…

Updated maintenance schedule on CTPL, adding feedgas reduction to Sabine Pass LNG on Nov 17 for Gills compressor work. #LNG #natgas

GTN FM extended 20 days through 11/27 at the 2.800 Bcf/d cap at Kingsgate #natgas

Record October for U.S. #natgas supply. Then Nov 1 happened: −3.26 Bcf/d in one day. Nearly all of it in two basins: Appalachia and Haynesville. Our pipeline data, by basin, and what $EQT told investors 👇 enercast.com/news/supply-dro…

U.S. LNG feedgas sets an October record at 18.4 Bcf/d #natgas #OOTT enercast.com/news/lng-feedga…

Existing EPNG FM increased capacity reduction and extended another day through Nov 4 #natgas

Transwestern update on existing notice extends force majeure another day through Nov 4 #natgas

CTPL maintenance at Gillis Compressor Station removes 0.400 Bcf/d of Sabine Pass LNG feedgas transport capacity on 11/17 #LNG #natgas

Update on TW force majeure Thoreau West mainline extends to Gas Day Nov 3-4 #natgas

Freeport LNG feed gas curtailment at Stratton Ridge recurs for Gas Day 11/2/2026; live capacity data shows 0.986 Bcf/d scheduled against 1.78 Bcf/d operating capacity #natgas

TW East Mainline force majeure (volume unquantified) tightens westbound Permian/San Juan takeaway on Nov 1 #natgas

EPNG Roswell force majeure removes 0.175 Bcf/d through the CAPROCK N constraint #natgas

Golden Pass Pipeline minimum flow design notice constrains LNG export feed gas on a system capable of up to 2.6 Bcf/d; impact volume is unquantified but expect mild bearish pressure at Houston Ship Channel and Henry Hub as restricted feed gas volumes remain in the domestic market. #natgas

Transwestern gives revision update on existing East Mainline FM, extending through Oct 31 #natgas

Freeport still down 1-train with ID1 nomination cycle showing -0.67 reduction from start of day scheduled feedgas. #LNG #natgas