Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
Natural gas (home)
Underground storage is a critical 0.8-strength input to home gas, so a route closure upstream would reduce retail gas availability.
88% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
East (Appalachia and Mid-Atlantic UGS region)
The East region accounts for 38% of this UGS supply share, so a disruption would reduce available gas there.
87% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
Southern California Gas Company (SoCalGas)
SoCalGas is a sole-qualified downstream customer with very low substitutability and a 240-month replacement lead time, so a storage disruption would materially constrain its supply.
86% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
Gulf Coast (Texas and Louisiana UGS region)
The Gulf Coast region accounts for 18% of this UGS supply share, so a disruption would cut available storage supply there.
85% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
Midwest (Great Lakes and Plains UGS region)
The Midwest region accounts for 32% of this UGS supply share, so a disruption would tighten supply there.
84% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
Kinder Morgan, Inc.KMI
Kinder Morgan's 17% share and only moderate substitutability make it vulnerable to a storage supply disruption.
81% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
TC Energy CorporationTRP
TC Energy's 15% share and long 120-month replacement lead time make it exposed to a storage shortage.
80% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
NiSource Inc.NI
NiSource's 16% share and limited substitutability mean a storage disruption would tighten its input supply.
79% confidence
LNG peak-shaving and import facilities →supply up
Natural gas (home)
Peak-shaving and import facilities are a direct substitute backstop for pipeline disruption, so higher utilization should raise home-gas availability on this critical dependency.
72% confidence
Underground natural gas storage (depleted fields & salt caverns) →Shortage risk
United States of America
The United States accounts for 56% of this UGS supply share, so a disruption would reduce national storage-backed gas availability.
70% confidence
Ferrellgas →Shortage risk
Natural Gas for Seed Drying
A pipeline route closure can reduce availability of this gas input; the edge is only a 12% share and is substitutable, but replacement takes about a month so the disruption should still be material.
68% confidence
Superior Plus Corp. (Suburban Propane) →Shortage risk
Natural Gas for Seed Drying
A pipeline strike can tighten natural gas availability to seed-drying users, but the effect is moderate because the supplier share is 8%, substitutes exist, and replacement lead time is about a month.
64% confidence
Canada →Shortage risk
United States Antimony Corp.UAMY
The company says it has historically received most of its antimony ore from one supplier in Canada, so a Canadian transport/energy disruption can constrain that supply.
56% confidence
Canada →Shortage risk
AIRO Group Holdings, Inc.AIRO
The company discloses a limited group of suppliers in Canada and Europe, some sole-source, so a Canadian infrastructure shock can reduce component availability.
44% confidence
