N-1Report - Redacted
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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.
3 2.1 Physical Market 4 - 5 Winter gas supply for the November-March timeframe in the Maritimes was provided by - 6 Headwater Exploration Inc. and imports from Maritimes and Northeast Pipeline US (M&NP US). - 7 Please refer to Figure 1 for...
AI summary The physical market section outlines winter gas supply sources for the Maritimes, including Headwater Exploration Inc. and imports from the M&NP US system, with a reference to Figure 1 for the M&NP system map.
NS Power Natural Gas Report for November 1, 2024 - October 31, 2025 REDACTED - 1 NS Power obtained its summer gas supply from imports from M&NP US for the April 1, 2025 to - 2 October 31, 2025 period. During this time, Headwater shut-in pr...
AI summary NS Power sourced summer gas supply from M&NP US imports between April 1, 2025, and October 31, 2025. Headwater shut-in production began on May 1, 2025, to maximize cash flow. A map of the TransCanada Mainline is referenced, showing key locations where the CER tracks daily gas flow.
Figure 3 – Prairies (Empress) Jan 1, 2006-Sept 2025 (average monthly BCF/day)3 1 2 DATE FILED: December 24, 2025 Page 9 of 63 3 https://www.cer-rec.gc.ca/en/data-analysis/facilities-we-regulate/pipeline-profiles/natural-gas/pipeline-profil...
AI summary The text presents Figure 3, which displays data on natural gas throughput at the Prairies (Empress) location from January 1, 2006, to September 2025, with an average monthly measurement in billion cubic feet per day. The data is sourced from the Canadian Energy Regulator's website.
3 Repsol 4 As shown in Figure 8, send-out of natural gas from Saint John LNG for the 2024-2025 winter 5 season built on gains from the previous year, increasing approximately 52 percent from the 6 previous winter. The 2024-2025 winter send...
AI summary The 2024-2025 winter season saw a 52% increase in natural gas send-out from Saint John LNG compared to the previous winter, aligning with historical norms. First-of-the-month prices also rose by USD $5.44/MMBtu on average during this period.
NS Power Natural Gas Report for November 1, 2024 - October 31, 2025 REDACTED - 1 As shown in Figure 9 , for the summer season, Repsol's send-out of natural gas from Saint John - 2 LNG was below the previous year, decreasing by approximatel...
AI summary The NS Power Natural Gas Report highlights a 17% decrease in Saint John LNG send-out during the summer of 2025 compared to the previous year. First-of-the-month prices were also USD $1.12/MMBtu lower on average. Winter peak send-out was higher in the 2024-2025 season, with approximately 70% of base send-out gasified and delivered to the M&N US system.
Figure 11 – Saint John LNG Deliveries and Northeast Pricing11 1 3 \ \ Please note the secondary vertical axis for the AGT Daily US $/MMBtu has changed from the previous report due 4 to the increase in pricing experienced. 6 Source: https:/...
AI summary Figure 11 presents Saint John LNG deliveries and Northeast pricing, noting a change in the secondary vertical axis due to increased pricing. The CER has discontinued reporting natural gas imports, including LNG, making Figure 12 unavailable for future reports.
Figure 12 – Saint John LNG Vessel Landings November 2024-October 202512 10
AI summary The document presents Figure 12, which illustrates Saint John LNG vessel landings from November 2024 to October 2025. The figure provides data on the number of vessel landings during this period, likely related to the transportation and distribution of Liquefied Natural Gas.
Figure 15 – Uses of Natural Gas on M&NP US November 1, 2024 – March 31, 202515 1 2 3 Source: https://infopost.enbridge.com/infopost/ 4 In the summer season, as shown in Figure 16 below, the majority (55 percent) of the gasflowed 5 into M&N...
AI summary Figure 15 illustrates the distribution of natural gas usage on the M&NP US system between November 1, 2024, and March 31, 2025. The majority (55%) of the gas flowed into M&NP Canada, with 44% consumed on the M&NP US system and minimal amounts flowing into other pipelines.
Figure 20 – Northeast Daily Pricing-Summer20 1 3 Note: On July 21, 2022 pricing peaked at $19.55/MMBtu exceeding the graph range. The graph 4 has not been expanded as the rest of the data would become too compressed to be useful. 6 As show...
AI summary Figure 20 shows that average Northeast daily pricing in the 2025 summer season was 68% higher than the previous year but equal to the 10-year historical average. A note mentions that on July 21, 2022, pricing peaked at $19.55/MMBtu, exceeding the graph range. A confidential attachment provides additional comparative data.
Figure 29 – November 1, 2024-October 31, 2025, Atlantic Bridge Flows34 5 8 Source: https://infopost.enbridge.com/infopost/ - 10 To view the FERC filings associated with this project, refer to the following website: - 11 https://ferconline....
AI summary The document references Figure 29, which outlines Atlantic Bridge flows from November 1, 2024, to October 31, 2025, and provides a source for the data. It also includes a link to FERC filings related to the Atlantic Bridge project, specifically CP16-9-000.
Figure 34 – (CONFIDENTIAL) Global Gas and LNG pricing Q4 2025 FQ4 2026 8F 39 1
AI summary The document presents a confidential figure illustrating global gas and LNG pricing for Q4 2025 and FQ4 2026, highlighting market trends and fluctuations in energy prices during these periods.
3 9.3 Developments in US LNG Exports - 4 US LNG exports appear to have continued to grow with new export facilities being commissioned. - 5 Until now, the ability to produce LNG has been the constraint on export volumes, however elevated -...
AI summary US LNG exports have grown with new facilities, but high domestic gas prices and low international prices have reduced margins. This may lead to reduced production if trends continue, with producers potentially exiting the market until spreads improve.
Figure 38 – Comparison of Maritimes Gas Supply and Demand 42 8 9
AI summary Figure 38 compares gas supply and demand in the Maritimes, highlighting key factors such as LNG, PNGTS, and the role of the CER. The figure is referenced with a footnote (42) and includes data on gas supply and demand dynamics.
1 MNUS itself is significantly under utilized. The highest individual utilization days come from the 2 winter days when Saint John LNG gasifies LNG and sends it south, counter to the typical flows. 3 On other days flow is net north to supp...
AI summary The MNUS pipeline is underutilized, with peak usage occurring during winter days when LNG from Saint John is sent south. Demand growth in the region is expected to be driven primarily by natural gas use for power generation, with projects announced by New Brunswick Power and the IESO-NS. System modeling indicates sufficient capacity to meet current and future demand.
1 14.0 CONCLUSION 2 - 3 Natural gas markets over the reporting period transitioned from the extreme price dislocations - 4 observed following the onset of the Ukraine war toward conditions more consistent with historical - 5 norms. This no...
AI summary Natural gas markets have stabilized somewhat following the Ukraine war, but remain volatile due to weather, geopolitical, and infrastructure factors. Nova Scotia Power's natural gas consumption exceeded forecasts due to compliance with emissions regulations and the integration of renewable electricity. Natural gas remains essential for system reliability and the transition to a cleaner electricity system.
N-2NSPI (NSEB) RIR 1 to 11 - Redacted
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November 1, 2024 to October 31, 2025 Natural Gas Report (NSEB M12660) NSPI Responses to NSEB Information Requests 1 Request IR-1: 2 3 Reference pages 60-61 of the report. 4 5 6 7 8 9 10 11 12 Response IR-1: 13 14 15 16 17 18 19 20 21 22 23...
AI summary This document outlines responses to information requests (IR-1, IR-2, IR-3, and IR-4) related to the November 1, 2024 to October 31, 2025 Natural Gas Report (NSEB M12660). It references specific pages and figures in the report and mentions updates to price forecasts, the Algonquin Reliable Affordable Resilient Enhancement (AGT Enhancement) project, and a 2025 open season for additional gas capacity. Some attachments have been removed due to confidentiality.
PARTIALLY CONFIDENTIAL 1 Coal units phased out or converted by 2030: • 2 3 Point Tupper converted to gas by November 2028 4 Lingan Units 1,3,4, converted to HFO for January 2030 5 6 Wasoqonatl Intertie reduced minimum online generating uni...
AI summary The document outlines plans for coal unit conversions and new energy infrastructure by 2030, including Point Tupper's conversion to gas by 2028, Lingan units converting to HFO by 2030, and the addition of wind, solar, and battery assets. Some projects require capital investment, while others have received regulatory approval.
The Industry that supplies 80% of world's energy is being challenged. Upstream Investments are down, Energy Infrastructure is being blocked, and Advocacy spend shows we are outgunned. Replace Biomass
AI summary The industry supplying 80% of the world's energy faces challenges, including reduced upstream investments, blocked energy infrastructure, and insufficient advocacy spending. The text also mentions replacing biomass as a potential solution.
UNLEASH U.S. LNG - Distribute U.S. LNG to replace Foreign Coal - Expand Pipeline & LNG Infrastructure - 3 Accelerate Natural Gas Development Eliminates >1B Metric Tons of CO 2 /yr (Above Current LNG Pace) Potential to add a Saudi Arabia wo...
AI summary The document discusses the potential of expanding U.S. LNG infrastructure to replace coal, reduce emissions, and increase global energy supply. It highlights the environmental benefits and the scale of natural gas development needed to meet future demand.
Our Vision: Serving humanity by driving energy usage to 50 MWh per capita to create $50,000 GDP per capita, & do it in 50 years
AI summary The vision presented aims to achieve 50 MWh of energy usage per capita and $50,000 GDP per capita within 50 years, illustrated with figures on page 53.
Natural gas meets the trifecta for energy solutions Sources: 1Energy Information Administration (EIA) Carbon Dioxide Emissions Coefficients by Fuel; 2U.S. Energy Information Administration (EIA), Annual Energy Outlook, 2023. Avg. Unit Cost...
AI summary The text discusses the advantages of natural gas as an energy solution, referencing carbon dioxide emissions coefficients, energy costs, and capacity factors from the U.S. Energy Information Administration (EIA). It highlights natural gas's role in meeting energy needs with economic and environmental considerations.
Dispatchable natural gas more reliable than intermittent sources Natural gas performs up to 2.6x more 1 than wind and solar Dispatchable Natural Gas Variable Solar & Wind 1 Power generation reliability Natural gas capacity is quickly dispa...
AI summary The text argues that natural gas is more reliable than intermittent sources like wind and solar, citing that natural gas can perform up to 2.6 times better. It highlights the dispatchability of natural gas and its role in supporting renewable energy during peak demand.
Natural gas generation continues to climb even as solar and wind capacity grows across Lower-48 Natural gas is now stronger than ever in the U.S. power sector As intermittent solar and wind capacity increased, reliable natural gas generati...
AI summary Natural gas generation in the U.S. power sector has increased by 40% between 2015 and 2024, despite the growth of intermittent solar and wind capacity. This trend highlights the continued reliance on natural gas for reliable power generation.
Carbon neutrality goals call for ambitious wind/solar buildout What it would take to electrify the NY residential/commercial sector with solar on a peak day of demand Sources: Williams' analysis utilizing data from S&P Global Platts, US En...
AI summary Achieving carbon neutrality in Nova Scotia requires a significant increase in wind and solar energy infrastructure. The text highlights the scale needed to replace fossil fuel usage with solar energy, using New York as an example, where 285 times more solar installations would be required to meet residential and commercial demand on a peak day.
Lack of adequate natural gas infrastructure leads to use of more carbon-intensive fuels on peak days of demand
AI summary The document highlights that insufficient natural gas infrastructure results in the reliance on more carbon-intensive fuels during peak demand days, contributing to higher emissions.
Spotlight: Winter Storm Elliot L-48 Dec. '22 Average Daily Power Generation vs. Peak Day Power Generation (Dec. 24, '22) by Fuel Type with Associated CO 2 Power Emissions Gas pipelines needed to reduce emissions 51% more coal + fuel oil ge...
AI summary During Winter Storm Elliot, there was a 51% increase in coal and fuel oil generation on the peak day compared to the average, leading to a 42% rise in CO2 emissions. This occurred because gas was constrained and renewables could not meet the increased demand, highlighting the need for gas pipeline infrastructure to reduce emissions.
Expensive & higher emission fuel oil remains significant component of New England's energy mix Fuel oil is 2.3x more carbon intensive than natural gas in the U.S. power sector On winter peak demand days, fuel oil usage in New England gets...
AI summary Fuel oil remains a significant and carbon-intensive energy source in New England, contributing up to 33% of total generation during winter peak demand days. It is 2.3 times more carbon-intensive than natural gas. Building additional pipelines from Appalachia could provide cheaper, cleaner natural gas to replace fuel oil.
Continued Buzz Over Constitution Pipeline - Williams (WMB) is reassessing the 121-mile, 30-inch Constitution Pipeline, which would move 650 MMcf/d from Susquehanna, PA into western NY, but faces high regulatory barriers and limited downstr...
AI summary Williams is reassessing the Constitution Pipeline due to regulatory barriers and limited downstream capacity. Coterra sees the pipeline as key to unlocking Marcellus production, but Williams views it as high-risk and low-return. Other projects like NESE and Millennium PRO offer lower execution risk and better valuations, potentially affecting market prices.
Dom South Basis Outlook ($/MMBtu)
AI summary The document presents a visual representation of the Dom South Basis Outlook in dollars per million British thermal units (MMBtu), likely showing projected or current energy pricing trends for the Dom South region.
More natural gas is required to feed growing electricity demand Electrification of heating and transport, data centers and AI-driven future will create growth in power demand not seen in past two decades RAPID INCREASE IN ELECTRICITY DEMAN...
AI summary The document highlights the rapid increase in electricity demand due to electrification of heating and transport, data centers, and AI-driven technologies. Demand is projected to grow by 5% from 2010-2024 and 32% from 2025-2040, with the majority of growth expected in 2024 and driven by large data centers and EV adoption.
Domestic Natgas Demand and Exports (Bcf/d) - » Res/Com LDC demand is flat over the long term, although year to year varies with weather. - » Industrial sector use has grown more than 5 Bcf/d over the past 15 years with U.S. feedstock cost...
AI summary Natural gas demand in Nova Scotia shows flat residential and commercial demand, but significant growth in industrial and power sectors. Industrial use has increased by over 5 Bcf/d over the past 15 years due to U.S. feedstock cost advantages, while gas demand in the power sector has grown due to the retirement of coal-fired generation. LNG is projected to be the main growth driver in the future.
Potential Power Demand for AI Converted to Natural Gas Equivalence © Copyright 2025 RBN Energy 5 Source: Electric Power Research Institute
AI summary This section discusses the potential power demand for AI, converted to natural gas equivalence, and includes a figure from RBN Energy and the Electric Power Research Institute.
The Gas is Here 2025 Natural Gas Report NSEB IR-10 Attachment 5 Page 8 of 11 MVP, Transco and Related Expansion Projects Mountain Valley PA Zone 6 Pipeline Transco MVP-Southgate Regional Energy Extension Access Pipeline Zone 5 Power Expres...
AI summary The document presents a 2025 Natural Gas Report from the Nova Scotia Energy Board (NSEB) IR-10 Attachment 5, including maps and figures related to various pipeline and energy projects such as MVP, Transco, and related expansion projects across different zones.
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.