Founder of Enercast | Natural gas pipeline intelligence
Denver, Colorado
Joined December 2009
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BIG update to Enercast — pipeline flow data is now live!
Tracking 16,000+ active meter points across ~ 200 U.S. natural gas pipelines.
Critical notices + real-time flow data in one place.
Most of it free. Pro subs get flows & notices in real-time
#NatGas #EnergyTrading
Ben Smith retweeted
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…
sabine pass skipped usual spring (may/june) maintenance due to high LNG netbacks from the qatar FM.
cheniere energy cfo zach davis comment at cera wk last spring:
“The company is considering pushing back some maintenance to the autumn instead of in the spring to meet demand.”
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track sabine pass #lng here:
enercast.com/daily-summary/c…
starting tomorrow, only 0.4bcf still offline from CGT, and starting thursday 0.4 offline to sabine pass lng for gills compressor work.
....assuming transwestern outage gets resolved
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…
Ben Smith retweeted
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-…
'big agreement that involves Europe' unlikely to include #natgas
only 4% chance of nord stream returning
normal start of month noms, or eqt curtailment?
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…
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two very different pictures emerging across European #natgas storage:
🟢 doing fine: Poland, Spain, Portugal, Italy, Sweden, Romania, France, Denmark, Bulgaria and Croatia.
🔴 not looking so good: Ukraine, UK, Latvia, Slovakia, Germany, Belgium, Netherlands and Austria.
Europe enters withdrawal season with enough gas to cover the next five months. Barely. Average draws will be easily covered. While overall gas demand has plummetted since Russia invaded Ukraine, peak demand periods tied to weather are still a major risk. @ColumbiaUEnergy
view the #natgas pipeline maintenance schedule here: enercast.com/calendar/
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