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…
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
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
GTN has declared a 1-day Force Majeure due to an unexpected equipment failure at Starbuck Compressor Station
#natgas
Transwestern FM continues to be extended and additional day #natgas
EPNG has declared force majeure on Line No. 1600 downstream of Waha Compressor Station in Reeves County, TX following a third-party line strike
#natgas
Transwestern East Mainline force majeure continued to be extended. Now through today, Oct 28.
#natgas

















