SynMax Research:
SynMax Research:
Based on today’s (1/26) GFS Operational 12Z, total natural gas freeze-offs during the 01/22 through 02/10 time period are expected to be between 46.2 Bcf to 111.5 Bcf, down from yesterday’s (1/25) 47.1 Bcf to 116.4 Bcf range. Haynesville LA & Haynesville TX outages are now significant and are factored in for both the high and low end of the range from 01/25/2026 out to 01/27/2026. Based on the latest power outage data for the parishes and counties in Haynesville LA & Haynesville TX, an additional 1.96 Bcf/d of production is assumed to be lost from 01/25/2026 to 01/27/2026.
The low end of the range (46.2 Bcf) is forecasted with significant power outages in Haynesville LA & Haynesville TX based on the latest power outage data and minimal power outages in the Permian and Northeast.
The high end of the range (111.5 Bcf) is forecasted with significant power outages in Haynesville LA & Haynesville TX based on the latest power outage data and significant power outages in the Permian and Northeast.
At this time, we lean towards the lower end of the range, as power outages are currently not significant in the Permian and Northeast but are significant in Haynesville LA & Haynesville TX.
