Waha Cash Strength

Waha cash prices have staged a dramatic recovery, swinging from a -$4.08/MMBtu average pre-expansion (with 100% of trading days negative) to +$0.92/MMBtu post-expansion — a $5.00/MMBtu swing. The inflection point coincides precisely with the Gulf Coast Express (GCX) pipeline expansion of 0.57 Bcf/d coming online around June 9, 2026, which added incremental Permian takeaway capacity to the Gulf Coast on top of GCX's existing ~2.0 Bcf/d base capacity. 

However, it's not the only factor helping Permian producers - read the full analysis on the dashboard.

New Dataset Release: US Demand

SynMax has released a new US Gas Demand Dataset for our Hyperion Clients.  It consists of a daily demand estimate, broken out by EIA gas storage region and by demand component.

It covers the four weather-driven end-use sectors (Residential, Commercial, Industrial, and Electric Power), built as an ensemble of pipeline flow data and weather-driven modeling, calibrated to EIA's monthly totals. It also includes LNG feedgas at all US liquefaction and regasification terminals, pipeline trade flows with Mexico and Canada, and supporting components like lease/plant fuel and pipeline/distribution use — giving a complete, regionally resolved daily picture of the lower-48 gas balance.

The data is currently out on query_datalinks and on Agents and will be rolled out to the SynMax frontend and the traditional API over the coming weeks. See here for overview and access methods, and here for full methodology and details.

As usual, contact support@synmax.com with questions.