Topic:"Energy Efficiency Resource Assessment Model" in M12660

NS Power Natural Gas Report for November 1, 2024 - October 31, 2025 REDACTED 1 Figure 28 – (CONFIDENTIAL) Forecast Consumption and Prices vs. Actuals April-October 2 2025 with PHP in the Forecast, with PHP in the Actuals 34 3 Figure 29 – N...

AI summary The NS Power Natural Gas Report for the period November 1, 2024, to October 31, 2025, includes confidential figures and data on natural gas consumption, prices, and flows. It covers forecasts, actuals, and comparisons of consumption and supply across various regions and facilities.

10 11.2 Seasonal pattern in utilization of M&NP 11 Figure 39 below shows M&NP utilization. M&NP US saw its utilization rate increase from 46 12 percent for the winter of 2023-2024 to 50 percent for the winter of 2024-2025. The peaks on the...

AI summary Figure 39 illustrates the seasonal utilization pattern of M&NP, showing an increase in utilization from 46% in the winter of 2023-2024 to 50% in the winter of 2024-2025, with peaks aligning with high send out days for Saint John LNG. Utilization dropped to 29% during the 2025 summer season.

Long Term Prospects are Looking Up Emerging data center gas demand will yield an incremental 5.0 Bcf/d by 2030. We are monitoring 365 projects with an estimated load of over 90 GW. - 16.0 GW incremental load in 2025 - 41.0 GW incremental l...

AI summary Emerging data center gas demand is expected to increase by 5.0 Bcf/d by 2030, with 16.0 GW and 41.0 GW incremental load projected for 2025 and 2026, respectively. An off-grid solution trend is emerging due to frustrations with utilities and ISO tie-in queues, and there is a growing shift to single-cycle turbines.

Northeast Data Center Demand Outlook - By end 2025, Northeast data center gas demand will be just shy of 260 MMcf/d. By end 2026 this estimate increases to 700 MMcf/d. - Virginia leads all states with over 400 MMcf/d by end 2026 and 1.2 Bc...

AI summary The document outlines the projected growth in natural gas demand from data centers in the Northeast, estimating 260 MMcf/d by 2025 and 700 MMcf/d by 2026. Virginia is highlighted as leading in demand, with estimates of over 400 MMcf/d by 2026 and 1.2 Bcf/d by 2030.

Dom South Basis Outlook East Daley forecasts Dom S basis rising through 2030 as Henry Hub strengthens given the low breakeven costs of the region. The shipping cost on the newest route to the Gulf is a stacked rate totaling ~$1.40. - New p...

AI summary East Daley predicts that the Dom South basis will increase through 2030 due to strengthening Henry Hub prices and low breakeven costs in the region. New pipeline capacity and in-basin demand are expected to increase production to ~3.5 Bcf/d by 2030, supported by new infrastructure.

The U.S. has ample natural gas supplies to meet growing demand Sources: Demand sourced by Wood Mackenzie North America Gas, Strategic Planning Outlook, April 2025. The data and information provided by Wood Mackenzie should not be interpret...

AI summary The U.S. has ample natural gas supplies to meet growing demand, according to data from Wood Mackenzie and the U.S. Energy Information Administration (EIA). The figure highlights natural gas resources and demand projections, emphasizing the availability of technically recoverable resources.

REPORT HIGHLIGHTS: - Northeast Supply-Demand Balance - Takeaway Capacity & Flows - Constraints & Basis Forecasts - Production Details - Basis & Price Spreads Historical/Forecast Data File with Annual License

AI summary The report highlights key aspects of the Northeast supply-demand balance, takeaway capacity, production details, and basis and price spreads, supported by historical and forecast data files with annual licenses.