Summary
CPL has posted a Critical PPO (Planned Planned Outage) notice effective 2026-09-19 14:00 flagging anticipated restrictions at the Cove Point LNG export terminal in Maryland. No specific capacity volume or restoration date is stated in the notice text. As of the 2026-09-03 gas day (one day lag), COVE POINT PLANT delivery was running at 94.5% utilization (0.869 Bcf/d scheduled against 0.920 Bcf/d operating capacity), leaving only 0.051 Bcf/d of headroom -- confirming the system is already running tight ahead of the restriction.
Trading note
Cove Point LNG feedgas restriction beginning 2026-09-19 removes demand from the Appalachian supply stack, bearish for Appalachian basin basis -- Eastern Gas South regional proxy was most recently -1.265 vs Henry Hub (2026-09-03) and has averaged -1.130 over the prior five trading days; further softening in that regional read and the export arb is likely if the restriction proves material, with no offsetting bullish signal for Henry Hub.
Reroute potential
None: Cove Point LNG is the sole LNG export terminal served by CPL; feedgas volumes that cannot be nominated to the plant have no alternative export outlet and will back into the Appalachian pipeline network.
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View original notice text (as posted by CPL)
Pipeline: CPL
Notice ID: 1011353
Subject: Anticipated Cove Point Restrictions Update
Notice Type: Notices
Posted: 2026-09-04T17:47:54.408
Effective: 2026-09-19T14:00:00
naesbNoticeTypeDescription: Capacity Constraint
subcategory: Critical
tspDefinedNoticeTypeDescription: PPO
