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Criterion Research

@pipelineflows

Natural gas data analytics and fundamentals. Visit CriterionRsch.com for more info. #ONGT #natgas - Email us at [email protected] for a free trial

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linkhttps://criterionrsch.com/ calendar_today07-02-2019 18:15:30

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Plaquemines LNG feed gas flows hit a new record last night at 3,435 MMcf/d, and noms eased back slightly today to 3,347 MMcf/d.   They likely have more upside with FERC clearance to flow into 17/18 liquefaction blocks, with potential to run closer to 3,600 MMcf/d. #natgas #ongt

Plaquemines LNG feed gas flows hit a new record last night at 3,435 MMcf/d, and noms eased back slightly today to 3,347 MMcf/d.  

They likely have more upside with FERC clearance to flow into 17/18 liquefaction blocks, with potential to run closer to 3,600 MMcf/d.

#natgas #ongt
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Equitrans noms revised back up to normal with ID1 cycle... completely erasing the drop seen with the EVE flows You're yes, then you're no You're in, then you're out You're up, then you're down You're wrong when it's right

Equitrans noms revised back up to normal with ID1 cycle... completely erasing the drop seen with the EVE flows

You're yes, then you're no 
You're in, then you're out 
You're up, then you're down 
You're wrong when it's right
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The tropics remained active today, with Humberto and the remnants of Gabrielle moving across the Atlantic. Everyone is watching what's going to happen with 94L. We've seen multiple models send 94L into the Southeast United States. But there appears to be some disagreement on

The tropics remained active today, with Humberto and the remnants of Gabrielle moving across the Atlantic.  Everyone is watching what's going to happen with 94L.

We've seen multiple models send 94L into the Southeast United States.  But there appears to be some disagreement on
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US LNG feed gas flows managed to top 17 Bcf/d for the last two days. September 2025 LNG noms are on pace to average 16.34 Bcf/d, a monstrous +3.52 Bcf/d jump from September 2024 levels of 12.82 Bcf/d. #natgas #ongt #lng

US LNG feed gas flows managed to top 17 Bcf/d for the last two days.  September 2025 LNG noms are on pace to average 16.34 Bcf/d, a monstrous +3.52 Bcf/d jump from September 2024 levels of 12.82 Bcf/d.

#natgas #ongt #lng
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The US LNG fleet was able to hold close to summer highs for most of the weekend, with a Sunday peak feed gas rate of 17,281 MMcf/d.   This high comes even as Cove Point is down for its annual maintenance. Want more? [email protected] #lng #natgas #ongt

The US LNG fleet was able to hold close to summer highs for most of the weekend, with a Sunday peak feed gas rate of 17,281 MMcf/d.    This high comes even as Cove Point is down for its annual maintenance.

Want more? info@criterionrsch.com

#lng #natgas #ongt
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The tropics showing a bit of late season activity after a few quiet months. According to the NHC, the system over Florida has a 30% chance of developing.  Given its already around land, the intensity should be limited. The second event in the Atlantic has only a 10% chance of

The tropics showing a bit of late season activity after a few quiet months.  According to the NHC, the system over Florida has a 30% chance of developing.  Given its already around land, the intensity should be limited.

The second event in the Atlantic has only a 10% chance of
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US LNG feed gas flows totaled 16,8 Bcf/d this morning, and the weekly average was +507 MMcf/d higher than the prior week at 16.85 Bcf/d. We could be seeing daily nominations breaking the 18 Bcf/d mark as soon as mid-October, benefiting from the return of Cove Point LNG as well

US LNG feed gas flows totaled 16,8 Bcf/d this morning, and the weekly average was +507 MMcf/d higher than the prior week at 16.85 Bcf/d.

We could be seeing daily nominations breaking the 18 Bcf/d mark as soon as mid-October, benefiting from the return of Cove Point LNG as well
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NGPL has declared another Force Majeure at Compressor Station 302 in Montgomery County, Texas. This impacts flows moving East of 302 towards Louisiana, with the notice going into effect today with ID1 and running from October 4 until further notice. #natgas #ongt #lng

NGPL has declared another Force Majeure at Compressor Station 302 in Montgomery County, Texas.

This impacts flows moving East of 302 towards Louisiana, with the notice going into effect today with ID1 and running from October 4 until further notice.

#natgas #ongt #lng
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Plaquemines LNG feed gas flows remained close to record highs last night at 3,648 MMcf/d, but they eased -133 MMcf/d lower today with the early noms opening at 3,515 MMcf/d. #natgas #ongt #lng

Plaquemines LNG feed gas flows remained close to record highs last night at 3,648 MMcf/d, but they eased -133 MMcf/d lower today with the early noms opening at 3,515 MMcf/d.

#natgas #ongt #lng
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US LNG feed gas flows settled at an October low of 16,269 MMcf/d last night, and the early gains today propelled nominations to 16,664 MMcf/d. We could see nominations pushing as high as 18 Bcf/d by mid-October, depending on the final timing of the (1) Cove Point LNG return, (2)

US LNG feed gas flows settled at an October low of 16,269 MMcf/d last night, and the early gains today propelled nominations to 16,664 MMcf/d.

We could see nominations pushing as high as 18 Bcf/d by mid-October, depending on the final timing of the (1) Cove Point LNG return, (2)
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The Haynesville regional gas production sample has bounced back in line with summer highs - as the flows on NG3, LEAP and LEG offset the losses we are seeing from interstate assets. The NG3 sample is now at a record of >700 MMcf/d For more intel, data and charts -> drop a note

The Haynesville regional gas production sample has bounced back in line with summer highs - as the flows on NG3, LEAP and LEG offset the losses we are seeing from interstate assets.

The NG3 sample is now at a record of >700 MMcf/d

For more intel, data and charts -> drop a note
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Offshore, off to the races this summer... observed Gulf natural gas production receipts pushing >2.5 Bcf/d through the first half of October Want more gas production intel? Pop an email to us at [email protected] #natgas #ongt

Offshore, off to the races this summer... observed Gulf natural gas production receipts pushing >2.5 Bcf/d through the first half of October 

Want more gas production intel? Pop an email to us at info@criterionrsch.com
#natgas #ongt
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Lower 48 natural gas production remains extremely volatile with the cycle changes, and we had another huge shift last night as the late-cycles settled +1,446 MMcf/d higher.  That followed the Monday late-cycle revision of +1,809 MMcf/d. Get more insight into Lower 48 gas

Lower 48 natural gas production remains extremely volatile with the cycle changes, and we had another huge shift last night as the late-cycles settled +1,446 MMcf/d higher.  That followed the Monday late-cycle revision of +1,809 MMcf/d.

Get more insight into Lower 48 gas
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US LNG feed gas flows settled at 17,133 MMcf/d last night, and then the early lift this morning brought them to a new record high of 17,644 MMcf/d.  There is still more upside potential this week, with Sabine and Calcasieu Pass ops running a combined -745 MMcf/d below their

US LNG feed gas flows settled at 17,133 MMcf/d last night, and then the early lift this morning brought them to a new record high of 17,644 MMcf/d.  There is still more upside potential this week, with Sabine and Calcasieu Pass ops running a combined -745 MMcf/d below their
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🚨 Fermi America signs gas supply deal with Energy Transfer for its HyperGrid data center campus near Amarillo, TX - Connecting to Transwestern Pipeline in 1Q26 - Targeting 1 GW online by end of 2026, scaling to 2 GW initially - Already secured 1.7+ GW of gas turbine capacity

🚨 Fermi America signs gas supply deal with Energy Transfer for its HyperGrid data center campus near Amarillo, TX

- Connecting to Transwestern Pipeline in 1Q26
- Targeting 1 GW online by end of 2026, scaling to 2 GW initially
- Already secured 1.7+ GW of gas turbine capacity