NextDecade announced that it has entered into framework agreements with Global Infrastructure Partners and TotalEnergies to enable an FID on the initial phase of Rio Grande LNG, which includes Trains 1-3.   NextDecade reported in the release that they are on target for FID on…

The ISO backed off on its wind forecast, and they now expect the resource to top out at 15 GW from June 17-20 rather than lift to 17+ GW. #natgas #ongt #ercot

Before we get to the cooler 11-15 day period, ERCOT loads will push to record summer levels near 65 GW during next week's heat wave. #natgas #ongt #ercot

TGP is currently conducting maintenance at Station 542 in Zone 1, which is impacting the pipe's ability to flow gas Southbound.   The operator shows OpCap returning to normal in early June, but flows could be challenged for the next few weeks until that is completed. #natgas…

The losses continued today for Appalachian production, with volumes declining by a further 0.74 Bcf/d after losing -0.46 Bcf/d yesterday.  The combined two-day drop of 1.2 Bcf/d has pushed volumes down to 33.7 Bcf/d #natgas #ongt

Calcasieu Pass LNG feed gas flows continued to run at sub-optimal levels, with rates sliding towards 1.05 Bcf/d this morning. #natgas #ongt #lng

In the United States, natural gas remained a healthy portion of the thermal stack at 72-74% for the last 14 days #natgas #ongt

The number of active wildfires in Alberta continued to climb today, rising to 79 as of this morning which is the highest we’ve seen since May 22. As fires remained intense, Canadian gas production dropped below 15.5 Bcf/d after quickly eliminating the early-June gains. #natgas…

Lower 48 natural gas production was flat this morning, confirming the drop we saw with prior-day nominations. However, the regional moves were interesting as the SC saw volumes rise and the Northeast declined for a second day. #natgas #ongt

Rather, NGPL has been directing gas into Segment 22, equating to more supply flowing Southbound towards Katy & South Texas. #natgas #ongt #lng

Southbound deliveries into Station 302 initially declined to 0.8 Bcf/d in early June, but they’ve bounced back in the last week to 1.2 Bcf/d. That gas was unable to flow Eastbound. #natgas #ongt #lng

Sabine Pass LNG is now on the 14th day of its outage, with flows still at a reduced rate of 2.8-3.0 Bcf/d. #natgas #ongt #lng

Since the SPL outage began, NGPL has been unable to deliver full volumes Eastbound at Station 302. Operational capacity at the station will remain low until June 15 and for the week of June 20, but they should be back to normal capacity by the end of the month. #natgas #ongt #lng

Based on the current guidance, ERCOT should see renewables gradually increase through the next 7-days from 14 GW to nearly 30 GW, while thermal generation assets hold above 40 GW for the next few days before easing down to 33 GW by June 20. #natgas #ongt #ercot #enelyst

Ahead of the heat wave, ERCOT announced yesterday that it was launching the ERCOT Contingency Reserve Service (ECRS), which is a new daily procured Ancillary Service that they will use to “support grid reliability and mitigate real-time operational issues to keep supply and…

ERCOT is still forecasting an impressive load profile on their 7-day outlook as the ISO pushes to 63-67 GW from June 15-19. The guidance would be a YTD high and is only rivaled by the brief spike seen last December. #natgas #ongt #ercot

U.S. LNG feed gas volumes slid even lower this morning, shifting down -0.25 Bcf/d to 11.2 Bcf/d. Despite the varying outages and underperformance issues across the export fleet, feed gas demand is still running higher than it was a year ago when Freeport LNG was completely…

The "Tuesday Drop" impacted Lower 48 gas production once gain, this time pushing volumes down by 1.88 Bcf/d overnight as there were notable shifts from the South Central & Northeast #natgas #ongt

The reduced flow at Transco CS 160 and 135 didn’t quite line up with the pipe demand in the Carolina/Georgia, which we’ve seen an increase from an early week low of 3 Bcf/d to this morning’s improved 3.94 Bcf/d. #natgas #ongt

Meanwhile, Appalachian inflows to the Southeast via Transco CS 160 held at a reduced 1.83 Bcf/d the last three days, down from early week highs of 1.9 Bcf/d. #natgas #ongt

Transco’s West-to-East shipments at CS 90 were flat today at 2.7 Bcf/d, while upstream flows at CS 135 declined from early week highs of 1.48 Bcf/d to today’s rate of 1.30 Bcf/d. #natgas #ongt

Sabine Pass LNG nominations have been the primary reason for weaker LNG noms in the second half of this week, as the terminal reduced flows to 3.78 Bcf/d in the last two days. The current flow rate implies that 1-2 trains are offline. #natgas #ongt #lng #enelyst

As U.S. production was corrected higher, Canadian net imports declined by -1.1 Bcf/d overnight to close out this week at a lower 5.2 Bcf/d. #natgas #ongt

As of this morning, Lower 48 natural gas production was flat at 101.3 Bcf/d. The current production rate is still -1.23 Bcf/d below the highs set on May 29 (102.5 Bcf/d.) #natgas #ongt

Transco showed Station 90 flows pickup in the last few days while Station 160 declined slightly. #natgas #ongt