UPDATE: OFO - Under Performance, Effective ID1 Gas Day January 21
SEV 4/5
Operational Alert0.740 Bcf/dUntil Further Notice
NBPL has issued a Revision 3 OFO for under-performance, active since January 21, 2026 and continuing until further notice. Receipt capacity at Stateline is capped at 100,000 MMBtu/d and Spring Creek at 640,000 MMBtu/d, combining for approximately 0.740 Bcf/d of constrained Canadian border receipt capacity. This revision escalates prior capacity limits (Stateline was 50,000 and Spring Creek was 600,000 in the Timely cycle) and the OFO remains active with no restoration timeline, indicating ongoing supply under-delivery from the Canadian side.
Active NBPL OFO with 0.740 Bcf/d of combined border receipt capacity constrained until further notice tightens Canadian gas imports into the Midwest; expect bullish pressure at Chicago Citygate and NGPL Midcontinent basis versus Henry Hub with no defined restoration date amplifying the signal.
Reroute: Limited: Alliance Pipeline provides an alternative Canadian import corridor into Chicago but is typically fully subscribed; partial mitigation is possible but NBPL volumes cannot be fully replaced, leaving Midwest markets structurally short on Canadian supply.
Northern Border Pipeline (NBPL)
Northern Border Low Inventory OFO
SEV 4/5
Operational AlertUntil Further Notice
Northern Border Pipeline has issued an active OFO effective immediately and until further notice due to low system inventory and linepack concerns driven by sustained cold weather. Shippers are required to stay within 5% or 25,000 Dth/day of posted nominations, with NBPL reserving the right to impose prorated meter capacity restrictions. The OFO was originally posted January 20, 2026 and this revision (Rev 3) confirms the OFO remains in effect through at least January 30, 2026.
Active NBPL OFO with no-notice curtailment authority and an 'until further notice' posture tightens Canadian gas flows into the Chicago/Midwest corridor, supporting bullish basis pressure at Chicago Citygate and NGPL Midcontinent vs Henry Hub.
Reroute: Limited: Alliance Pipeline provides an alternative Canadian border crossing into Chicago, but Alliance volumes are typically fully subscribed, especially during cold weather events, limiting meaningful displacement of constrained NBPL capacity.
Below alert threshold -- no detailed analysis performed.
Reroute: Not assessed.
Northern Border Pipeline (NBPL)
UPDATE: OFO - Under Performance, Effective ID2 Gas Day January 21
SEV 2/5
Informational0.855 Bcf/d
This is Revision 3 of an OFO under-performance notice originally issued January 21, 2026, now reposted on March 20, 2026. The current revision updates North Roosevelt receipt capacity to 115,000 Dth/d (from 100,000 Dth/d) while Stateline (100,000 Dth/d) and Spring Creek (640,000 Dth/d) remain unchanged, for a combined capped receipt capacity of approximately 855,000 Dth/d across the three locations. No new escalation triggers are present relative to the prior revision; the OFO and capacity caps remain in place with no restoration timeline.
No new market impact -- operational situation unchanged from prior revision, market has already priced this constraint.
Reroute: Limited: Alliance Pipeline provides partial alternative Canadian gas import capacity into Chicago, but is typically fully subscribed; NBPL remains the dominant Western Canadian supply conduit into the U.S. Midwest and no fully offsetting reroute exists.
Northern Border Pipeline (NBPL)
COMPLETED- NBPL Clark Station 10 Automation Upgrade Outage
