Summary
Cove Point LNG (Lusby, MD) has posted a Critical PPO notice effective 2026-09-19 14:00 ET flagging anticipated capacity restrictions at the terminal. No specific capacity volume or restoration date is stated in the notice text. As an LNG export terminal, any feedgas curtailment at Cove Point removes export demand from the domestic Appalachian supply balance, leaving gas onshore.
Trading note
Anticipated Cove Point restrictions starting 2026-09-19 are bearish for Appalachian and Mid-Atlantic basis -- the Eastern Gas South regional proxy was trading at -1.105 vs Henry Hub as of 2026-08-19 (5-day average -1.019), and reduced LNG export pull will pressure that spread wider; no concrete capacity volume is stated in this notice, so magnitude of feedgas reduction remains unquantified until a follow-up posting.
Reroute potential
None: Cove Point LNG is a single-terminal LNG export facility with no alternative export outlet; volumes that cannot be liquefied and exported remain in the domestic pipeline system rather than being rerouted to another export point.
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View original notice text (as posted by CPL)
Pipeline: CPL
Notice ID: 1011059
Subject: Anticipated Cove Point Restrictions
Notice Type: Notices
Posted: 2026-08-20T16:14:13.791
Effective: 2026-09-19T14:00:00
naesbNoticeTypeDescription: Capacity Constraint
subcategory: Critical
tspDefinedNoticeTypeDescription: PPO
