Summary
Golden Pass Pipeline has posted a critical ACA (Authorized Contract Authority) change effective October 1, 2026, affecting up to 2.6 Bcf/d of LNG export feed gas capacity on the Sabine Pass TX to Starks LA corridor. The nature of the change (reduction, reallocation, or scheduling adjustment) is not specified in the notice text. Because this directly involves LNG export feed gas nominations at Golden Pass LNG, the LNG feedgas severity floor of 4 applies regardless of the notice's informational framing.
Trading note
ACA change at Golden Pass Pipeline effective October 1, 2026 places up to 2.6 Bcf/d of LNG export feed gas nominations at risk; if feed gas deliveries are curtailed or reduced, gas remains onshore and is bearish for Henry Hub and Gulf Coast basis -- regional Houston Ship Channel basis was most recently -0.455 vs Henry Hub on 2026-09-15 (trailing 5-day average -0.287), with the October 1 effective date falling outside this pricing window; watch for follow-on nominations notices confirming actual curtailment volumes.
Reroute potential
None: Golden Pass Pipeline is the dedicated feed gas supply line to Golden Pass LNG at Sabine Pass, TX; no alternative pipeline replaces this function for this terminal. Any reduction in ACA capacity directly curtails LNG export throughput with no bypass.
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View original notice text (as posted by Golden Pass Pipeline)
[Critical] Updated ACA Change for October 1, 2026. Pipeline: Golden Pass Pipeline LLC (Sabine Pass TX → Starks LA). Capacity: up to 2.6 Bcf/d LNG export feed gas. This notice was posted on the Golden Pass Pipeline GasNom EBB under the 'Critical' section.
