US LNG Feedgas Demand Hits Post-April High

US liquefied natural gas export terminals recorded a single-day feedgas delivery of 19.6 billion cubic feet (Bcf/d) on Friday, marking the highest volume since late April. This surge in intake reflects a significant increase in operational throughput across major US facilities, with the seven-day average rising to 19.1 Bcf/d. The improvement follows a period where the 30-day average hovered near 18.4 Bcf/d, a figure depressed by recent maintenance activities at Freeport LNG and pipeline restrictions affecting Corpus Christi.

The primary driver of this volume increase is the sustained performance of the Corpus Christi LNG facility. Feedgas deliveries to this terminal have remained above 2.6 Bcf/d for eleven consecutive gas days. According to Entropic Analytics data cited in Natural Gas Intelligence reporting, the Corpus Christi Pipeline is operating at approximately 98% of its 2.75 Bcf/d capacity. This consistent high-level intake indicates that upstream supply constraints previously affecting the region have been effectively managed, allowing for stable and elevated export volumes.

Corpus Christi Pipeline Runs Near Capacity

Operational data shows that six of the pipeline’s ten strongest gas days this year have occurred since August 26, signaling a late-season acceleration in throughput. Kpler vessel tracking data indicates that cargo exports from the Texas facility averaged approximately 0.067 million tonnes per day during this period. When accounting for fuel and loss margins, total intake rates at the terminal are estimated to be closer to 3.6 Bcf/d. A significant portion of this volume, roughly 900 million cubic feet per day, is attributed to feedgas reaching the terminal via the ADCC intrastate line, which does not publish interstate nomination data.

Suez Canal Transit Volumes Surge

Global demand trends are evident in the increased transit of US LNG cargoes through the Suez Canal. In the first eight months of the year, total US LNG exports via this route reached 7.31 million tonnes, a 42% increase compared to the 5.16 million tonnes recorded in the same period last year. This growth was concentrated in the first half of the year, when canal crossings nearly doubled to 5.11 million tonnes. The data suggests a strong shift in trade flows toward the Mediterranean region, with Egypt accounting for 97% of the US volumes moving through the canal, up from 89.4% a year earlier.

Strait of Hormuz Traffic Ceases

Conversely, US LNG deliveries transiting the Strait of Hormuz have stopped entirely. No US-origin cargo has been recorded passing through this waterway since September 2025, contrasting sharply with the eight cargoes that moved through the route in the prior year. This cessation of traffic highlights a distinct geographic realignment in US export destinations, with the Suez Canal now serving as the primary corridor for international shipments. The combined effect of these shifts results in US cargoes representing 82% of all LNG crossing the Suez Canal, down from 88% previously, as global supply sources diversify.

Feedgas intake hits spring peak

Deliveries to US export terminals reached 19.6 Bcf/d on Friday, marking the strongest single day for gas intake since late April. This daily figure pushes the seven-day average up to 19.1 Bcf/d, a notable increase from the 30-day average of approximately 18.4 Bcf/d that was weighed down by recent maintenance activities.

A significant portion of this strength stems from the Corpus Christi facility, where the pipeline operated at roughly 98% of its 2.75 Bcf/d capacity. Scheduled quantities have remained above 2.6 Bcf/d for eleven consecutive days, with six of the ten strongest gas days this year occurring since late August. The sustained high utilization rates indicate that the terminal is effectively absorbing available pipeline capacity, even as broader industry averages recover from earlier summer turnarounds.