Natural gas capacity ratings, U.S. metros. November 2026

Natural Gas Capacity Ratings by U.S. Metro

Discovery Energy rates the natural gas delivery capacity outlook for 48 U.S. metro areas, using only public utility and regulatory filings. Each rating shows how close the local gas system is to its limit on the coldest day, what could change that, and how confident we are. Ratings are reviewed by Discovery Energy's technical team and updated as new filings appear.

48Metros rated, in 37 case studies
44 of 48Metros rated Elevated or higher, of all metros rated
3Metros with documented new large gas loads, of the 48 rated
November 2026Month of the latest case study update

Where are the rated metros?

Natural gas capacity outlook by metro Boston: High Detroit and Grand Rapids: High Pittsburgh: High Salt Lake City area: High Chicago: High Poughkeepsie-Newburgh: High Atlanta: Elevated York: Elevated Raleigh: Elevated Houston: Elevated Pennsylvania (UGI Gas): Elevated Las Vegas: Elevated Kansas City: Elevated Lansing: Elevated Miami: Elevated Minneapolis: Elevated New York City area: Elevated Southern California: Elevated Charlotte: Elevated St. Louis: Elevated Cincinnati: Elevated Portland and Salem: Elevated Worcester: Elevated Buffalo: Elevated Denver: Elevated Hampton Roads: Elevated Northern California: Elevated Philadelphia: Elevated Rochester: Elevated Seattle: Elevated Albany: Elevated St. Paul: Watch Milwaukee: Watch Boise and Idaho Falls: Watch Spokane: Stable Outlook level (written in each label): Stable Watch Elevated High
Figure 1. Natural gas capacity outlook by metro. Simplified. Discovery Energy illustration from Census and EIA data.

How do the rated metros compare?

Metro State Main gas utility or utilities Outlook level Confidence Main driver Updated
Boston MA, NH Boston Gas (National Grid), EGMA and NSTAR Gas (Eversource) High Medium At least 14 of Boston Gas's 37 take stations show a negative peak-hour balance in every winter from 2024/25 to 2028/29 in its own analysis, and Everett LNG supply has no decided replacement. October 2026
Detroit and Grand Rapids MI DTE Gas, Consumers Energy High Medium DTE Gas's own coldest-day plan shows no spare supply for January 2027, and its storage processing equipment is forecast to run at maximum capacity. October 2026
Pittsburgh PA Peoples Natural Gas, Columbia Gas of Pennsylvania High Medium Both gas utilities show thin coldest-day margins in their own filings, and a new National Fuel pipeline lateral to the Shippingport Power Station is under construction. October 2026
Salt Lake City area UT Enbridge Gas Utah High High Enbridge Gas Utah's own 2026-27 projections put the Riverton gate station at 100 percent of capacity, with its expansion planned to begin construction in 2029. October 2026
Chicago IL, IN Peoples Gas, North Shore Gas High Medium Peoples Gas and North Shore Gas each report a 3% coldest-day reserve margin, and one storage field supplies about 26% of Peoples Gas's design day. October 2026
Poughkeepsie-Newburgh NY Central Hudson, O&R High Medium The Commission's July 2025 order lists two Central Hudson local systems in the metro loaded above 100% in 2024, with no approved or scheduled reinforcement in the records read. October 2026
Atlanta GA Atlanta Gas Light Elevated Medium Atlanta Gas Light's approved 2025-2028 plan carries a 5% reserve margin plus extra incremental capacity, and a pipeline for full Cherokee LNG sendout is projected a year late. November 2026
York PA Columbia Gas of Pennsylvania Elevated Medium Columbia Gas PA's own table shows firm capacity about 2.8% above coldest-day demand for 2026-27, and new Texas Eastern capacity arrives only after that winter. October 2026
Raleigh NC Enbridge Gas North Carolina Elevated Medium Enbridge Gas North Carolina states a -1.71% design-day reserve margin for 2026-27, before its Moriah and Southgate projects. October 2026
Houston TX CenterPoint Energy Elevated Medium CenterPoint's reserve capacity is forecast to shrink each year, and two large pipeline contracts end in 2027 with no replacement shown in the filing. October 2026
Pennsylvania UGI Gas territory (Harrisburg-Carlisle, Lancaster, Reading, Allentown-Bethlehem-Easton, Scranton--Wilkes-Barre) PA, NJ UGI Gas Elevated Medium UGI Gas's own 2026-27 peak-day schedule shows a margin of about 2.6%, or about 1.3% without a supply line labeled Supply TBD that the record does not show as contracted. October 2026
Las Vegas NV Southwest Gas Elevated Medium Southwest Gas says long-term firm transportation and supply for Southern Nevada are terminating and it expects a resource shortfall from the 2026-2027 gas year; the record read does not show the replacement agreements as signed. October 2026
Kansas City (Missouri side) KS, MO Spire Missouri West Elevated Medium Spire states reserve margins below 5% for its Missouri West system from 2026-27 and does not forecast needing to add transportation capacity. November 2026
Lansing MI Consumers Energy Elevated Medium Consumers Energy's coldest-day plan shows supply equal to its load requirement for January 2027, and two winter pipeline contracts end by October 2028. October 2026
Miami FL Florida City Gas, Peoples Gas System Elevated Medium Florida City Gas says it lacks enough primary capacity for its coldest day, and its planned addition is expected only in the fourth quarter of 2028. October 2026
Minneapolis (CenterPoint area) MN, WI CenterPoint Elevated Medium CenterPoint states a 3.0% reserve margin for 2026-27, below the 5% thin-margin line, and no approved or scheduled fix is in the public record. November 2026
New York-Newark-Jersey City, area case studies: New York City and Westchester (Elevated); Northern New Jersey (Elevated); Brooklyn, Queens, Staten Island and Long Island (Elevated) NY, NJ Con Edison, O&R; PSE&G, NJNG, Elizabethtown Gas; National Grid Elevated Medium New York City and Westchester: Con Edison and O&R plan their systems with no spare margin, and in winter 2026-27 delivered services cover about 4% of peak demand, with only one new pipeline expansion (East 300) in service. Northern New Jersey: PSE&G's and Elizabethtown Gas's own 2026 filings show design day supply 4.7% and 4.0% above requirements, below 5% in most winters, with no fix scheduled in the records read. Brooklyn, Queens, Staten Island and Long Island: The Commission calls National Grid's downstate gas system fragile and vulnerable, with zero allowable reserve margin, and National Grid forecasts a supply shortfall that two projects due in November 2027 are meant to address. October 2026
Southern California CA SoCalGas, SDG&E Elevated Medium SoCalGas's own January 2026 testimony projects a 1-in-10 cold day supply shortfall at the authorized Aliso Canyon inventory, and CPUC staff say the day needs 550 MMcf/d from Aliso Canyon, with no approved or scheduled fix shown. October 2026
Charlotte NC, SC Piedmont Elevated Medium Piedmont projects a design day shortfall of about 19,868 dekatherms per day from winter 2027-28 against its own 5% reserve target, with new supply targeted for 2031-32. October 2026
St. Louis MO, IL Spire Missouri East Elevated Medium Spire states a 4.88% reserve margin for 2027-28 for its Missouri East system and does not forecast needing to add transportation capacity. November 2026
Cincinnati OH, KY, IN Duke Energy Ohio, Duke Energy Kentucky Elevated Medium Duke Energy Ohio's own 2023 forecast report lists planned lines only as Proposed for 2028 to 2033, with timing undetermined, and states a higher degree of customer curtailment as the consequence of deferring them. October 2026
Portland and Salem OR, WA NW Natural Elevated Medium NW Natural's own plan records a design day deficit met each winter by recalling Mist storage deliverability, with a 65,000 Dth per day recall scheduled for 2027-28 and no approved fix or budget shown. October 2026
Worcester MA NSTAR Gas (Eversource) Elevated Medium NSTAR Gas's own plan projects a design day deficiency in each of five years, 23.5 BBtu in 2024-25 growing to 46.8 BBtu in 2028-29 for its four divisions, mostly on the pipeline that serves Worcester. October 2026
Buffalo NY National Fuel Elevated Medium National Fuel's own figures put total capacity about 3.1% above coldest-day demand, below the 5% thin-margin threshold, although the utility reports ample firm capacity. October 2026
Denver CO Public Service Company of Colorado (Xcel Energy) Elevated Medium Public Service says its Speer Canal project is needed for forecasted supply constraints and the anticipated closure of a supply point in the 2027 timeframe, and the Colorado PUC declined a certificate for it and named a path forward. October 2026
Hampton Roads VA, NC Virginia Natural Gas Elevated Medium Virginia Natural Gas told the Virginia State Corporation Commission that on a peak day all its upstream capacity is needed, and the approved compressor station is due in service only by November 1, 2027. October 2026
Northern California CA PG&E Elevated Medium PG&E's own 2026 tables, compared by Discovery Energy, show a 3.7% reserve over total demand on the 1-in-10 winter peak day in 2026-27, widening to 12.7% in 2027-28, with no fix approved or scheduled for the thin year. October 2026
Philadelphia PA, NJ, DE, MD PECO, PGW, South Jersey Gas, PSE&G Elevated Medium PECO's own 2026 filing lists a 2% gap between total assets and design day demand, met with delivered supply and a hedging program rather than firm assets, with no in-service date or budget for its LNG increase. October 2026
Rochester NY RG&E Elevated Medium RG&E's own tables put firm peak-day capacity 4.90% above coldest-day demand in 2026, below the 5% thin-margin threshold, with no approved or scheduled addition in the record. October 2026
Seattle WA Puget Sound Energy Elevated High PSE's own 2023 delivery plan says its Bonney Lake (Pierce County) and North Lacey (Thurston County, Olympia metro) supply systems fall below design requirements on a peak demand event, with no approved or scheduled fix; its first system-wide resource need is winter 2030-31 if pipeline contracts are renewed. October 2026
Albany NY National Grid Elevated Medium National Grid's models show delivery pressure on the Albany Loop dropping after winter 2026-27, and the planned fix is paused with no approved substitute in the record. October 2026
St. Paul (Xcel area) MN, WI Xcel, MERC (stated, for information) Watch Medium Xcel states a 5.2% margin for 2026-27, above the thin-margin line, but its Northern Natural Gas contracts ending by October 2027 are most of its peak day capacity with no replacement decided. November 2026
Milwaukee (with Kenosha) WI We Energies Watch Medium We Energies' pipeline capacity is fully subscribed, and the approved Oak Creek LNG fix is planned for December 2027, the winter the need is accepted to start. October 2026
Boise and Idaho Falls ID Intermountain Gas Watch Medium Intermountain's own tables show no peak-day deficit in the Canyon County and Central Ada County areas; a whole-system shortfall from 2026 is context and does not set the level. October 2026
Spokane WA Avista Stable Medium Avista's own 2025 plan says no new fuel transportation is required to meet firm customer loads, and the Commission found that the plan complies with its gas resource planning rule. October 2026

Table 1. Outlook levels from least to most concern: Stable, Watch, Elevated, High, Severe. Levels describe the public record of capacity and supply risk. They are qualitative assessments, not forecasts of outages.

Metros are listed by level, then by the number of counted risk factors, then by how soon the need arrives, then by the share of design day affected, using each case study's own figures. Where those figures do not separate two metros, they are listed alphabetically and are not ranked against each other. A metro with more than one area case study is counted once and is listed in one row with each area case study and its level. Scranton--Wilkes-Barre and Modesto are not among the top 100 U.S. metros of Discovery Energy's Gas Infrastructure Index; they are counted and listed here because an approved case study covers them. Kenosha, Wisconsin, is covered on the Milwaukee case study but is not counted as a separate metro: in the standard metro delineation it is part of the Chicago metro area. Raleigh and Charlotte are two case studies that rest on the same two utility records (Enbridge Gas North Carolina, Docket G-5, Sub 699, and Piedmont, Docket G-9, Sub 1082): two metros on two case studies resting on two utility records. Minneapolis and St. Paul are one metro (Minneapolis-St. Paul-Bloomington) on two area-page case studies that rest on separate utility records (CenterPoint, and Xcel with MERC stated), counted once as a metro.

Stress records (not rated)

These areas are not rated: no public source read gives a supply-versus-demand balance for them, but official records document how their gas systems behave in winter. Each page counts distinct winter pipeline events, shows its sources and says what is missing. They are listed here and never in the ratings table.

Area State Main gas utility or utilities What the page shows
Chicago suburbs (Nicor Gas) IL Nicor Gas ANR cold weather operating conditions on 33 gas days in winter 2025-26; no reserve margin in the record read
Ohio: Columbus, Toledo, Dayton, Cleveland, Akron and Canton-Massillon OH Columbia Gas of Ohio, The East Ohio Gas Company, National Fuel Gas Distribution of Ohio, Duke Energy Ohio Columbia critical days on 9, 16 and 34 gas days in the last three winters; no supply-versus-demand balance
Washington DC, Northern Virginia and Baltimore DC, MD, VA, WV Washington Gas; BGE; Columbia Gas of Virginia Columbia critical days for the Washington-Baltimore area on 55 gas days in winter 2025-26; Transco imbalance orders shown separately
Richmond VA Columbia Gas of Virginia; Richmond Gas Works Columbia critical days for the Richmond-Norfolk area on 55 gas days in winter 2025-26
Dover and Salisbury DE, MD Chesapeake Utilities; Delmarva Power; Eastern Shore Natural Gas Columbia critical days for the Dover area on 55 gas days in winter 2025-26; Transco imbalance orders shown separately
Charleston and Huntington-Ashland WV, KY, OH Mountaineer Gas; Columbia Gas of Kentucky Columbia critical days for the Charleston-Huntington area only when all areas were called: 7 gas days in 2023-24, 1 in 2024-25, none in 2025-26

Table 2. Stress records, not rated. Counts come from pipeline operational notices and utility documents; see each page.

How do we rate natural gas capacity?

Each rating applies Discovery Energy's Gas Capacity Outlook Scale to the public record inside the metro, through 2029. The levels mean:

  • Stable: headroom at the system and at key facilities through the horizon, and no open resource need.
  • Watch: a need or thin margin is identified, and an approved or scheduled fix arrives before the need date.
  • Elevated: the utility's own figures show a thin margin, or the system or a facility at or beyond its limit, before an approved or scheduled fix arrives, or a need has no approved fix.
  • High: shortfalls are projected in several years or at several facilities, a key supply contract has no decided replacement, or an Elevated base level is raised by two or more documented risk factors.
  • Severe: the record shows firm service already constrained: a moratorium on new service for capacity reasons, curtailment of firm customers, or a regulator's finding that supply or deliverability is deficient.

Confidence is reported separately, and it reflects how local the evidence is, not how worried we are. High confidence means the rating rests on metro, utility or facility records; Medium means at least one counted input rests on system-wide or division records that cannot be allocated to the metro; Low means the rating rests mainly on state-level or inherited data.

A base level rises by one step when two or more documented risk factors apply: concentration on one supply source, expiring supply, a recent supply event, new large loads before a fix, an upstream pipeline limit, a design day that has become more likely, or, for systems that depend on liquefied natural gas, documented stress on cargo or supply availability. Commodity prices never raise a level.

The ratings are not forecasts of outages, and they are not statements about any one customer's service. Each case study shows how its level was set.

Outlook levels, from least to most concern: Stable, Watch, Elevated, High, Severe. Levels describe the public record of capacity and supply risk; confidence is reported separately. They are qualitative assessments, not forecasts of outages.

Winter and market context

Context only, as of November 2026. It does not set any rating and makes no prediction of outages. Its sources are listed separately under Market and weather sources and are refreshed on each rebuild of this page.

NOAA's Climate Prediction Center said on October 15, 2026 that the probability of at least a strong El Niño continuing through January to March 2027 is 80%; its regional temperature outlooks are in each case study.B1 The U.S. Energy Information Administration (EIA) said on October 6, 2026 that it expects U.S. natural gas inventories to enter the winter heating season 2% above the previous five-year average, and that prolonged periods of cold weather could increase withdrawals beyond its forecast.A1A2 EIA lists U.S. liquefied natural gas gross exports of 15 billion cubic feet per day in 2025, 18 in 2026 and 19 in 2027.A1 These are national facts, not statements about any utility's system, and none of them is used to set a rating on this page.

Frequently asked questions

Which U.S. cities face natural gas capacity constraints this winter?

As of November 2026, Discovery Energy rates six areas High: Boston (take stations with a negative peak-hour balance every winter in Boston Gas's own analysis), Detroit and Grand Rapids (no spare supply on a January 2027 peak day in DTE Gas's plan), Pittsburgh (thin margins at both gas utilities and a new pipeline lateral under construction), Salt Lake City area (a gate station projected at 100 percent of capacity in 2026-27 in the utility's own plan), Chicago (a 3% coldest-day margin and one storage field at about 26% of the design day) and Poughkeepsie-Newburgh (two local gas systems loaded above 100% in 2024 with no approved or scheduled reinforcement). It rates 27 areas Elevated: Atlanta (an approved 5% reserve margin plus extra capacity, with a pipeline slipping a year), York (a margin below 5% before new capacity arrives), Raleigh (a stated -1.71% design-day reserve margin for 2026-27, before new supply arrives), Houston (a shrinking reserve and two large pipeline contracts ending in 2027), Pennsylvania's UGI Gas territory (a thin peak-day margin and a supply line the record does not show as contracted), Las Vegas (a resource shortfall expected from the 2026-2027 gas year and replacement capacity not shown as signed), Kansas City (reserve margins below 5% from 2026-27 with no added capacity planned), Lansing (no spare supply on a January 2027 peak day and two winter pipeline contracts ending by October 2028), Miami (the utility's statement that it lacks enough primary capacity for its coldest day, with a fix due in late 2028), Minneapolis (a thin 2026-27 reserve margin), New York City and Westchester (a design with no reserve margin and delivered services covering 4% of peak demand), Northern New Jersey (design day supply only 4.7% (PSE&G) and 4.0% (Elizabethtown Gas) above requirements), Southern California (a projected cold-day shortfall at the authorized Aliso Canyon inventory with no approved or scheduled fix), Charlotte (a projected design day shortfall against Piedmont's own 5% reserve target from winter 2027-28), St. Louis (a thin 2027-28 reserve margin with no added capacity planned), Brooklyn, Queens, Staten Island and Long Island (a downstate system the Commission calls fragile, with a forecast supply shortfall), Cincinnati (planned lines listed only as Proposed for 2028 to 2033, with curtailment as the stated consequence of deferment), Portland and Salem (a design day deficit met by storage recalls, with a larger recall scheduled for 2027-28), Worcester (a design day deficiency projected in each of five years, mostly on the pipeline that serves Worcester), Buffalo (a margin below 5% in the utility's figures, although it reports ample capacity), Denver (a supply project the utility says is needed, with its certificate declined by the Colorado PUC), Hampton Roads (all upstream capacity needed on a peak day, with the approved compressor station due only in November 2027), Northern California (a 3.7% reserve on the 1-in-10 winter peak day for 2026-27), Philadelphia (a firm gap between total assets and design day demand that the utility meets with delivered supply), Rochester (a margin below 5% in 2026 in the utility's own tables), Seattle (area supply systems below design requirements on a peak demand event with no approved or scheduled fix) and Albany (falling delivery pressure on the Albany Loop and a paused fix). It rates St. Paul, Milwaukee and Boise and Idaho Falls Watch and Spokane Stable. These ratings describe the public record of capacity and supply risk and are not forecasts of outages; the ratings table lists every metro.

What does an "Elevated" or "High" outlook mean for a business?

Elevated means a utility's own figures show a thin margin, or the system or a facility at or beyond its limit, before an approved or scheduled fix arrives, or a need has no approved fix. High means shortfalls are projected in several years or at several facilities, a key supply contract has no decided replacement, or an Elevated base level is raised by two or more documented risk factors. In a shortage, interruptible customers are first in line, as each utility's tariff provides. The ratings are not forecasts of outages and do not describe any one customer's service.

Are data centers increasing natural gas demand in these metros?

Documented new large gas loads appear in three areas: Pittsburgh (a National Fuel pipeline lateral for 205,000 Dth per day to the Shippingport Power Station, with construction under way), Salt Lake City area (Enbridge Gas Utah reports three signed data-center or onsite-generation agreements as of June 2026, with no gas volume stated for any) and Milwaukee (Oak Creek gas turbines approved to serve Microsoft's Mount Pleasant data center campus, scheduled for service in August 2028). In Chicago, an Indiana order approved 2,600 MW of gas-fired generation at one site for a data center customer, but no filing read ties them to a pipeline serving the utility, so they are reported and not counted. In Houston, the U.S. Energy Information Administration lists three planned gas-fired generators, but no filing read ties them to a pipeline serving the utility, so they are reported and not counted. In Denver, the Colorado PUC's decision says the project would also support gas demand for 400 MW of new Company-owned gas combustion turbines, without a location or service date, so it is reported and not counted. In Buffalo and Albany, the New York Independent System Operator's load list shows data center entries (Buffalo: eight in the two Buffalo-area counties and Albany: one in the five Albany-area counties); the queue records electric load and does not say whether natural gas serves them, so they are not counted. The other case studies found no documented new large gas load inside their metros.

How are these ratings made?

Discovery Energy uses only public utility and regulatory filings. Each fact is tied to a short quotation from the filing, and code confirms that the quotation appears in the saved source document. A fixed scale with written thresholds sets each level, and Discovery Energy's technical reviewer, Tara Dugger, reviews each case study before it is published.

How often are the ratings updated?

Ratings are updated when new filings appear, such as supply plans, rate case decisions and project approvals, and at least once each heading into winter. The date on this page shows the latest update.

How can my organization check its own exposure?

Start with three checks: your rate class and tariff, whether your service is firm or interruptible and what the curtailment terms say, and the charges billed to you. Discovery Energy reviews service elections, interruption terms and regulatory proceedings for organizations across the U.S. and Canada; you can schedule a review.

Understand your capacity exposure

Discovery Energy reviews service elections, interruption terms and regulatory proceedings for organizations across the U.S. and Canada, so capacity changes are understood before they reach the bill.

Schedule a review

Market and weather sources

Public web sources saved and hashed on October 25, 2026. They are context, separate from the regulatory record cited in each case study. The Climate Prediction Center issues its seasonal outlook once each month near mid-month; this section is refreshed on the publication date.

  1. A1. U.S. Energy Information Administration, press release, "EIA expects a mixed picture for winter fuel costs this year," October 6, 2026. Link ↩
  2. A2. U.S. Energy Information Administration, Short-Term Energy Outlook, October 2026 (natural gas storage). Link ↩
  3. B1. NOAA Climate Prediction Center, Prognostic Discussion for Long-Lead Seasonal Outlooks, issued October 15, 2026. Link ↩

Sources

  1. Boston case study and its sources: Link
  2. Detroit and Grand Rapids case study and its sources: Link
  3. Pittsburgh case study and its sources: Link
  4. Salt Lake City area case study and its sources: Link
  5. Chicago case study and its sources: Link
  6. Poughkeepsie-Newburgh case study and its sources: Link
  7. Atlanta case study and its sources: Link
  8. York case study and its sources: Link
  9. Raleigh case study and its sources: Link
  10. Houston case study and its sources: Link
  11. Pennsylvania UGI Gas territory case study and its sources: Link
  12. Las Vegas case study and its sources: Link
  13. Kansas City case study and its sources: Link
  14. Lansing case study and its sources: Link
  15. Miami case study and its sources: Link
  16. Minneapolis case study and its sources: Link
  17. New York City and Westchester case study and its sources: Link
  18. Northern New Jersey case study and its sources: Link
  19. Southern California case study and its sources: Link
  20. Charlotte case study and its sources: Link
  21. St. Louis case study and its sources: Link
  22. Brooklyn, Queens, Staten Island and Long Island case study and its sources: Link
  23. Cincinnati case study and its sources: Link
  24. Portland and Salem case study and its sources: Link
  25. Worcester case study and its sources: Link
  26. Buffalo case study and its sources: Link
  27. Denver case study and its sources: Link
  28. Hampton Roads case study and its sources: Link
  29. Northern California case study and its sources: Link
  30. Philadelphia case study and its sources: Link
  31. Rochester case study and its sources: Link
  32. Seattle case study and its sources: Link
  33. Albany case study and its sources: Link
  34. St. Paul case study and its sources: Link
  35. Milwaukee case study and its sources: Link
  36. Boise and Idaho Falls case study and its sources: Link
  37. Spokane case study and its sources: Link

Every figure on this page comes from a published Discovery Energy case study; see each case study for its sources.