The Natural Gas Supply Association (NGSA) is forecasting a substantial year/year jump in pipeline natural gas exports from the United States to Mexico this winter, driven by new infrastructure and rising demand from multiple segments. 

The group, which represents U.S. integrated and independent producers and marketers of natural gas, said in its 2023 Winter Outlook it expects gas flows to Mexico to average near 6.9 Bcf/d during the 2023-2024 winter. This would be up almost 1.5 Bcf/d versus the same period last year.

Pipeline exports to Mexico have averaged 6.2 Bcf/d year-to-date, up roughly 350 MMcf/d year/year, according to Wood Mackenzie calculations.

NGSA researchers noted that “New single day record flows” of 7.5 Bcf from the United States to Mexico occurred on...