Summary
Cove Point LNG (CPL) has posted a Critical capacity constraint notice effective 2026-09-19 at 14:00, classified as a PPO (Planned Partial Outage). No specific capacity reduction volume is stated in the notice text. Live EBB data as of the 2026-09-16 evening cycle shows COVE POINT PLANT (loc 10001, D:DPQ) running at 94.5% utilization with only 0.051 Bcf/d of headroom against 0.920 Bcf/d operating capacity, indicating the terminal is already near full throughput before the restriction takes effect. The restriction is set to begin September 19, approximately 3 days after posting.
Trading note
CPL PPO effective 2026-09-19 removes LNG export demand at Cove Point, bearish for Appalachian/Mid-Atlantic supply balance; Eastern Gas South regional basis most recently printed at -1.420 vs HH (2026-09-15) against a 5-day average of -1.273, and any further feedgas displacement into a region already trading deep negative to Henry Hub will pressure that spread wider to the bearish side.
Reroute potential
None applicable from an LNG export perspective -- Cove Point is the only LNG export terminal on the East Coast, and displaced feedgas volumes have no alternative LNG outlet; gas backing into the Appalachian/Mid-Atlantic system may find limited domestic absorption given shoulder-season demand.
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View original notice text (as posted by CPL)
Pipeline: CPL
Notice ID: 1011586
Subject: Cove Point Restrictions
Notice Type: Notices
Posted: 2026-09-16T17:00:47.124
Effective: 2026-09-19T14:00:00
naesbNoticeTypeDescription: Capacity Constraint
subcategory: Critical
tspDefinedNoticeTypeDescription: PPO
