UPDATED: CAPACITY REDUCTION GLGT – Emerson Eastbound (Posted: 8/12/26)

SEV 4/5Maintenance1.326 Bcf/d28 days

Summary

Great Lakes Gas Transmission is extending maintenance at Thief River Falls Unit 201, which was previously scheduled to end 8/21/2026 but is now extended through 9/8/2026. The constraint at Emerson Eastbound (LOC #3833975) limits available capacity to 1.326 Bcf/d and has been in effect since 7/17/2026. GLGT explicitly warns that this may result in Firm Primary (estimated 21% impact), Firm Secondary, and Interruptible curtailments -- a significant escalation of service class impact.

Trading note

GLGT maintenance extending to 9/8 caps Emerson Eastbound at 1.326 Bcf/d with Firm Primary curtailments estimated at 21%, tightening Western Canadian supply into Minnesota/Wisconsin/Michigan; Chicago city-gates basis has already weakened to -0.190 vs Henry Hub as of 2026-08-11 but the extension through September adds duration risk and pressure on Upper Midwest and Dawn interconnect pricing into the remainder of injection season.

Reroute potential

Limited: GLGT is the primary Western Canadian import corridor into the Upper Midwest via Emerson; ANR serves overlapping Midwest markets from Gulf Coast and Midcontinent origins but cannot replicate Canadian supply volumes or fully substitute for the geographic basis differential. Dawn Hub deliveries via the TransCanada Mainline interconnect have no direct pipeline bypass.

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View original notice text (as posted by Great Lakes Gas Transmission)

TSP Name: Great Lakes Gas Transmission Limited Partnership
Notice ID: 1217
TSP: 046077343
Notice Type: Maint
Notice Status: Supersede
Posting Date/Time: 08/12/2026 10:45
Notice Eff Date: 08/12/2026
Notice Eff Time: 10:45
Notice End Date: 09/09/2026
Notice End Time: 08:59
Critical: Yes
Required Response: No response required
Prior Notice ID: 1206

Subject: UPDATED: CAPACITY REDUCTION GLGT – Emerson Eastbound (Posted: 8/12/26)

Message Text:
Great Lakes Gas Transmission is extending the maintenance at Thief River Falls Unit 201. As a result, capacity will be reduced as follows: Emerson Eastbound (LOC #3833975): 7/17 – 9/8 (previously 8/21) Available capacity is 1,326 MMcf/d Great Lakes Gas Transmission anticipates that this may result in Firm Primary, Firm Secondary and Interruptible curtailments. The estimated impact to Firm Primary is 21%. The Reservation Charge Crediting Mechanism of Section 6.10.3(d) shall apply to this outage. Please refer to the maintenance schedule for any additional capacity impacts. Please direct any questions to your Account Coordinator, Customer Service Representative, or the Nominations and Scheduling hotline @ 866-454-7572.

ID: 1217 | Rev. 1 | Posted: 2026-08-12 15:56 | Direction: Bullish All Great Lakes Gas Transmission notices · page generated 2026-09-26 06:43 UTC