Summary
Cove Point LNG (CPL) has posted a Critical capacity constraint notice titled 'Cove Point Restrictions Update' effective 2026-09-24, classified as a PPO (Planned Partial Outage) under the pipeline's own notice taxonomy. No specific capacity volume or duration is stated in the notice text. Live capacity data for gas day 2026-09-24 (evening cycle) shows Cove Point Plant feed gas receipts (SI:SIQ, loc 10001) scheduled at only 0.015 Bcf/d against 1.80 Bcf/d operating capacity -- a near-total curtailment of LNG feedgas relative to design throughput. The LNG feedgas severity floor applies as this is a named Cove Point LNG terminal notice.
Trading note
Cove Point LNG feedgas is running at approximately 0.015 Bcf/d versus a 1.80 Bcf/d operating capacity as of the 2026-09-24 evening cycle, indicating a near-complete feedgas curtailment that removes up to ~1.8 Bcf/d of LNG export demand from the Appalachian supply stack -- bearish for Appalachian basis (Eastern Gas South regional proxy most recently at -1.580 vs HH on 2026-09-23) and bearish for the LNG export arbitrage, as stranded volumes remain in the domestic market.
Reroute potential
Not applicable -- Cove Point is an LNG export terminal; gas that cannot be liquefied stays in the domestic pipeline system and increases onshore supply rather than being rerouted.
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View original notice text (as posted by CPL)
Pipeline: CPL
Notice ID: 1011729
Subject: Cove Point Restrictions Update
Notice Type: Notices
Posted: 2026-09-24T16:11:13.047
Effective: 2026-09-24T16:11:13.047
naesbNoticeTypeDescription: Capacity Constraint
subcategory: Critical
tspDefinedNoticeTypeDescription: PPO
