New Northeast takeaway capacity is coming next year

Transco's Southeast Supply Enhancement likely to unconstrain Station 165 while re-constraining Station 195

In 2025, five US LNG projects totaling 8 Bcfd of capacity took FID, on top of 7 Bcfd already under construction and alongside accelerating growth in gas-fired generation. At the same time, well results are deteriorating in the Haynesville, and the pace of Permian wellhead gas production growth is unmistakably slowing, meaning that Henry Hub prices are l…