New Fortress Energy's Mexico FLNG unit goes offline
An FLNG unit in Mexico has gone offline, reducing liquefied natural gas supply from that facility.
Source →The trace
How it reaches your house.
Starting from New Fortress Energy Inc., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
LNG peak-shaving and import facilities →Shortage riskNFE’s own Fast LNG unit in Mexico went offline, so its LNG output from this facility is directly curtailed.
95% confidenceNew Fortress Energy Inc. →Shortage riskLNG peak-shaving and import facilities
The offline Altamira FLNG unit reduces a source that the graph says supplies about 5% of this input market, and the low substitutability plus 60-month replacement lead time make the resulting LNG shortage real but not dominant.
88% confidenceLNG peak-shaving and import facilities →Shortage riskLNG peak-shaving and import facilities are a critical, high-dependency input to home-gas supply, so an outage tightens available natural gas volumes.
84% confidenceLNG peak-shaving and import facilities →Shortage riskThe United States has the largest listed country share of this node, so a facility outage most plausibly tightens U.S.-linked supply the most.
70% confidenceHop 2
United States →Shortage riskInterstate natural gas transmission pipelines
A Mexico FLNG outage lowers LNG available to the U.S. import/peak-shaving system, which can tighten gas flows through interstate transmission pipelines that are entirely U.S.-based.
42% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Natural gas (home)
In the MyPRIA app, this is checked against your own holdings.