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Gazprom flex & pop shot at Europe
Gazprom being ready to provide reliable gas supplies to consumers in 2026–2027 autumn/winter period
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TCO force majeure on MXP Line-100 eliminates 1.9 Bcf/d of Appalachian firm transport capacity to zero effective Oct 15 evening cycle.
Very bullish Dom South, TETCO M2, and downstream Mid-Atlantic basis.
Bearish pressure at trapped Appalachian receipt points.
#natgas #oott
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el niño winter...
ecmwf winter gas-weighted HDD forecast totals are -80 from the 10yr avg and -51 from last winter
it'll keep getting faster, and the service keeps getting better. .....more soon
restarts: Mississippi Canyon (0 → 0.138, Mars/Ursa/Olympus ramping), Nautilus (0.008 → 0.082), Discovery (0.122 → 0.194), and Sea Robin (0.012 → 0.023).
still shut: Destin (Horn Mountain, Delta House, Marlin, Pompano, Okeanos), Mobile Bay plants, & TETCO's offshore meters
on the #LNG front:
freeport has recovered.
cove point still at maintenance volumes despite lifting it's PPO on the feedline several days ago.
had someone dm asking for more detail.
here are all the lines/meters we gather:
shut-in looks to have bottomed near 1.3 Bcf/d off the ~1.95 baseline. Destin, Mississippi Canyon, TETCO's offshore meters, and the Mobile Bay plants are all still at zero; Nautilus is down to 0.002; Transco slipped further to 0.30 (Whale and Perdido are what's left). #natgas
shut-in looks to have bottomed near 1.3 Bcf/d off the ~1.95 baseline. Destin, Mississippi Canyon, TETCO's offshore meters, and the Mobile Bay plants are all still at zero; Nautilus is down to 0.002; Transco slipped further to 0.30 (Whale and Perdido are what's left). #natgas
hurricane #Isaias offshore shut-in risk:
~0.40 mb/d oil & ~0.43 bcf/d gas



















